Overview
Enhance the security of your payment processes by enabling Multi-Factor Authentication (MFA). This feature adds a critical layer of protection by requiring two forms of identification before granting access to the software.
When MFA is enabled:
First Factor: The user enters their standard username and password.
Second Factor: ClientPay sends a one-time, six-digit verification code to the user's registered email address to complete the login.
How to Enable MFA
This security enhancement is optional and can be configured in minutes by an account administrator.
Log into ClientPay.
Navigate to Settings in the left navigation bar.
NOTE: You must have Admin permissions to access the Settings menu.
Select the Security tab and configure the following options:
Users: Toggle to On to require MFA for every member of your firm.
Users MFA Duration: Choose how long a device remains authenticated (0–24 hours). Select 0 to require a new code for every single login attempt.
Payer Portal Payers: Toggle to On to require MFA for your clients. You can manually disable this for specific individuals later if needed.
Click Save to apply your changes.
⚠️ Important Access Details
IP-Based Authentication: Security is tied to the user's specific IP address.
Location Changes: If you change networks (e.g., moving from the office to a home network), you will be prompted for a new MFA code immediately, even if your original session duration has not expired.