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Client Portal: Optional Two-Factor Authentication (2FA) and track and reset client access

Related products: Client Portal

Optional two-factor authentication (2FA) on login

An extra layer of security is available for the client portal login with optional 2FA*. You can manage your clients' security settings in one place, at Settings > Client Portal > Security and Two-Factor.

 

 

There are three options to choose from: 

  1. Magic link + Login (Default): Clients can access the client portal using the magic link and their login credentials.
  2. Magic link only: Deactivates the portal login for your clients—they can only access their requests through the magic link.
  3. Magic link + Login 2FA: The highest level of security, requiring clients to enable 2FA. 

For the third option, clients will need to download an authenticator app to be able to access the client portal securely.

Whichever option you select will be applied to all clients across your firm, and can be modified whenever necessary. Read more about two-factor authentication and supported authenticator apps.

 

*Optional 2FA is only available for Business and Enterprise subscriptions.

 

Check who has a client portal account

Now you can easily keep track of your clients and their access to the client portal. In the Contacts > Details tab, there's a new section that shows whether a client has created a client portal account. 

If they do, you'll see their email address, which also helps if they forget their login. If this is blank it means the client hasn’t created an account and it’s a good reminder to do so. 

In the same section, you can also click 'Edit Login Details' to reset a client's 2FA access if they can't get into the portal for any reason. This makes it simple to manage access and make sure everything runs smoothly for your clients.

 

Yay, finally! Our prayers have been heard :)

@Amelia Freeman Thank you for the update. Is it possible to have the Client Portal Access field as an eligible field included when downloading Contacts in order to easily identify clients who have created a portal?

Manually going to the detail tab of over 1,000 contacts to determine who created a portal will be tedious and very time consuming. I did try a download to see if the field had been added, however did not find it within any of the worksheets in the download.

I’m loving all of the improvements lately to Karbon’s existing functionality rather than introducing brand new features.

I’m loving all of the improvements lately to Karbon’s existing functionality rather than introducing brand new features.

100% agree @Ashli Phippen . Improvements to core product are what our firm has wanted for a long time.

Thanks for this @Amelia Freeman! You guys are killing it. What a great set up update cycles. 😁

Thank you Amelia and team for the hard work behind these updates. These are such meaningful and practical functions for our team and our clients!

@Amelia Freeman Thank you for the update. Is it possible to have the Client Portal Access field as an eligible field included when downloading Contacts in order to easily identify clients who have created a portal?

Manually going to the detail tab of over 1,000 contacts to determine who created a portal will be tedious and very time consuming. I did try a download to see if the field had been added, however did not find it within any of the worksheets in the download.

Add a request :)

This is amazing!!! We have multiple clients who think they have a portal account set up that we’re pretty sure don’t - this will help our troubleshooting with them!

@Amelia Freeman Thank you for the update. Is it possible to have the Client Portal Access field as an eligible field included when downloading Contacts in order to easily identify clients who have created a portal?

Manually going to the detail tab of over 1,000 contacts to determine who created a portal will be tedious and very time consuming. I did try a download to see if the field had been added, however did not find it within any of the worksheets in the download.

Hi there. 

This is a great idea and I agree would be very useful. I encourage you to add it as a feature idea in the community for other users to vote on. 

Feature Request submitted to have a field included when downloading contact data which would identify clients with portal access.

Client Portal Access Report

Very cool feature update!

 

Check who has a client portal account

Now you can easily keep track of your clients and their access to the client portal. In the Contacts > Details tab, there's a new section that shows whether a client has created a client portal account. 

If they do, you'll see their email address, which also helps if they forget their login. If this is blank it means the client hasn’t created an account and it’s a good reminder to do so. 

In the same section, you can also click 'Edit Login Details' to reset a client's 2FA access if they can't get into the portal for any reason. This makes it simple to manage access and make sure everything runs smoothly for your clients.

 

 

Is this information still current? 

I can’t seem to see this information on the details tab for the users who have portal access.

Where an email address is associated with multiple contacts (individual/organisation) it doesn’t seem to appear on either.

 

Any ideas?

 

 

 

Check who has a client portal account

Now you can easily keep track of your clients and their access to the client portal. In the Contacts > Details tab, there's a new section that shows whether a client has created a client portal account. 

If they do, you'll see their email address, which also helps if they forget their login. If this is blank it means the client hasn’t created an account and it’s a good reminder to do so. 

In the same section, you can also click 'Edit Login Details' to reset a client's 2FA access if they can't get into the portal for any reason. This makes it simple to manage access and make sure everything runs smoothly for your clients.

 

 

Is this information still current? 

I can’t seem to see this information on the details tab for the users who have portal access.

Where an email address is associated with multiple contacts (individual/organisation) it doesn’t seem to appear on either.

 

Any ideas?

 

 

Hi Shaun! I am wondering the same thing

 

Hi Shaun! I am wondering the same thing

 

 

Ahh in that case @Amelia Freeman can you please advise, or let me know if I should lodge a ticket.

 

Thanks!

 

Hi @Shaun Farrugia and @naomi_paulson. I am looking into this for you. It should be there. 

Hi @Shaun Farrugia and @naomi_paulson. I am looking into this for you. It should be there. 

Would you be able to send this to support? I believe the issue is because it’s associated with multiple contacts. 

Sure thing

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