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How To Invite Users to Set Up Two-Factor Authentication (2FA)

Objective:

  • See which users have 2FA enabled.
  • Invite users to turn on 2FA.

Environment:

  • Clio Manage

Additional Information:

Procedure:

Firm Administrators and Primary Subscribers can choose to invite specific users to enable 2FA.

  1. Go to Settings > Security > Firm Security.
  2. Click Invite to enable 2FA beside each user's name.

This action will send the user an email requesting that they turn on 2FA with instructions on how to do so. You can also send a reminder on the same page. 

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