Authentication - Enabling Two-Factor Authentication
Fernando Montenegro
9 steps
59 seconds
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Two-factor authentication (2FA)
2
When you enable 2FA for your account, you will notice an extra step when logging in, after entering your username and password, you will be presented with a two-factor authentication screen, and you will be presented with the choice of authenticating via email or an Authenticator app. Important: The email method is the one you must use the first time you log in.
Download the App
3
If you want to avoid sending yourself an email upon every login there are several authenticator apps that you can install on your mobile device, some of the most popular are: - Google Authenticator - Microsoft Authenticator - LastPass Authenticator - Twilio Authy You may find the links to download the Google Authenticator app on [iOS](http://itunes.apple.com/us/app/google-authenticator/id388497605?mt=8) or [Android](https://play.google.com/store/apps/details?id=com.google.android.apps.authenticator2&hl=en), but you can use any app you want.
Enable two-factor authentication for your account
4
You can enable two-factor authentication for your individual account by following these steps.
5
- From any page, click on your **Profile icon** at the top right-hand corner - Select **Edit Profile** - Navigate to the **Security tab**
6
- Mark the checkbox next to **Enable Two-Factor Authentication** - Once you have an authenticator set up on your mobile device, scan the QR code and follow the onscreen instructions. - Next time you log in, select "Authenticator Code" as your verification method and enter the code displayed on your mobile device. - Once you are done, click **Save**
7
Important: Two-factor authentication will need to be temporarily disabled prior to logging in to the Data Loader 1.0.\ \ For Data Loader 2.0, the API Key used will bi-pass the two-factor authentication so it will not need to be disabled.\ \ Please visit our [Getting and using ClearPoint API Keys](https://support.clearpointstrategy.com/en/articles/8650000-automation-integration-access-the-api-getting-and-using-clearpoint-api-keys) Help Center article for more information on API Keys.
Enable two-factor authentication for everyone in ClearPoint (Administrators only)
8
- From the Control Panel click on **System Settings** - Select **System Setup** under System Configuration - Click on **Organizations and Security**
9
- Navigate to the **Security tab** - Under Password Security, mark the checkbox next to **Require Two-Factor Authentication** - Upon the next login, the users in your account will be required to use two-factor authentication. - Once you are done, click **Save**
Authentication - Enabling Two-Factor Authentication
Fernando Montenegro
9 steps
59 seconds
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Two-factor authentication (2FA)
2
When you enable 2FA for your account, you will notice an extra step when logging in, after entering your username and password, you will be presented with a two-factor authentication screen, and you will be presented with the choice of authenticating via email or an Authenticator app. Important: The email method is the one you must use the first time you log in.
Download the App
3
If you want to avoid sending yourself an email upon every login there are several authenticator apps that you can install on your mobile device, some of the most popular are: - Google Authenticator - Microsoft Authenticator - LastPass Authenticator - Twilio Authy You may find the links to download the Google Authenticator app on [iOS](http://itunes.apple.com/us/app/google-authenticator/id388497605?mt=8) or [Android](https://play.google.com/store/apps/details?id=com.google.android.apps.authenticator2&hl=en), but you can use any app you want.
Enable two-factor authentication for your account
4
You can enable two-factor authentication for your individual account by following these steps.
5
- From any page, click on your **Profile icon** at the top right-hand corner - Select **Edit Profile** - Navigate to the **Security tab**
6
- Mark the checkbox next to **Enable Two-Factor Authentication** - Once you have an authenticator set up on your mobile device, scan the QR code and follow the onscreen instructions. - Next time you log in, select "Authenticator Code" as your verification method and enter the code displayed on your mobile device. - Once you are done, click **Save**
7
Important: Two-factor authentication will need to be temporarily disabled prior to logging in to the Data Loader 1.0.\ \ For Data Loader 2.0, the API Key used will bi-pass the two-factor authentication so it will not need to be disabled.\ \ Please visit our [Getting and using ClearPoint API Keys](https://support.clearpointstrategy.com/en/articles/8650000-automation-integration-access-the-api-getting-and-using-clearpoint-api-keys) Help Center article for more information on API Keys.
Enable two-factor authentication for everyone in ClearPoint (Administrators only)
8
- From the Control Panel click on **System Settings** - Select **System Setup** under System Configuration - Click on **Organizations and Security**
9
- Navigate to the **Security tab** - Under Password Security, mark the checkbox next to **Require Two-Factor Authentication** - Upon the next login, the users in your account will be required to use two-factor authentication. - Once you are done, click **Save**
