Set up multi-factor authentication for your firm

We strongly recommend that you use multi-factor authentication to provide the highest level of security for your firm and client data. Multi-factor authentication requires a mobile device with the Thomson Reuters Authenticator app installed.

By default, multi-factor authentication is optional. Staff and clients can set it up if they choose. You can make multi-factor authentication a required security feature for staff and/or clients.

  1. Choose Setup > Onvio Site Setup.

    Note: If you don't see this link, you don't have access to this area.

  2. Click the Sign In Options tab.
  3. Under Multi-factor Authentication, click the switch for staff or clients to make multi-factor authentication required for those users.

Required: When multi-factor authentication is required, users will be prompted to set up multi-factor authentication at their next login, after which they must use a mobile device with the Thomson Reuters Authenticator app to log in to Onvio.

Optional: When multi-factor authentication is optional, users will not be prompted to set up multi-factor authentication, but they can opt in to using the Thomson Reuters Authenticator app to provide an additional layer of security for their Onvio logins. To opt in, users must follow the process outlined in Set up multi-factor authentication for your login.