How to set up two factor authentication for clients
To help protect sensitive information even more, client users can now enable Multi-Factor Authentication (MFA) on their own accounts, adding an extra layer of security during login. This feature is available to all client users users, not just firm staff users.
How to Turn on MFA (as a Client)
Log into DecisionVault from your standard link or the main login page. Click your initials or name in the top-right corner and choose Account Settings.
In the Manage Your Account screen, look for the Multi-Factor Authentication section. Client on the Setup button. then follow the steps to enable MFA.
Use an authenticator app (like Google Authenticator, Authy, or Microsoft Authenticator) to scan the QR code. Then enter the 6-digit code from the app into the boxes provided.
- Once MFA is enabled, you’ll be shown a list of backup verification codes. These are one-time-use codes that can be used if you lose access to your phone or app.
Important: Print or save these codes somewhere safe. You won’t be able to retrieve them later.
MFA will be required the next time the client user logs in. They’ll enter their password, then a 6-digit code from their authenticator app. If needed, they can use one of their saved backup codes to log in securely.