PERSUIT Multi-Factor Authentication (MFA) adds an extra layer of security to protect sensitive client request data. This feature allows clients to require MFA setup for responding firms, via the Microsoft Authenticator app, on their requests to ensure compliance with security policies and industry standards.
There are two different ways for a firm to setup MFA for their account: reactively due to a client mandate or proactively through their My Profile page.
MFA through Client Mandate
When a client that has required MFA setup for firms to access their requests, firms that are invited to that client's requests will be notified of the MFA requirements via email notification. That email notification will direct them to their My Profile page in the PERSUIT platform and be guided through the MFA setup process:
- Download the Microsoft Authenticator app
- Scan the QR code
- Receive a Time-based One-time Passcode (TOTP)
- Enter the code
- Complete Setup
MFA through the My Profile Page
Firms/providers can proactively set up MFA on their individual accounts without needing a client to require setup.
In your PERSUIT homepage, you may see a banner related to MFA set up above the Requests section. If you do, you can click Get Started to begin setting up MFA for your account. You will be directed to the My Profile page.
You can also navigate to your My Profile page by first clicking on your profile icon found at the top right of any page. You'll see the My Profile button when the icon is expanded.
In the My Profile page, you'll find the SETUP MFA to the right of the Change Password button. After clicking the SETUP MFA button, a popup module will expand that lists out the steps needed to complete the MFA setup.
Once you've followed the steps, received and entered the code, press Complete Setup to finalize the process.
You'll know that MFA has successfully been setup for your account when the My Profile page shows "MFA Setup Complete" in gray next to Change Password instead of the setup button.
Once MFA is Set
- Once MFA has been setup, firm users must generate a TOTP code, via the Authenticator app, each time they login.
If you have any questions related to MFA, please reach out to our support team at support@persuit.com
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