Objective:

• Turn off 2FA.
• Disable 2FA for a user who has lost access to their account.

Environment:

• Clio Manage

Additional Information:

• Only a Firm Administrator or the Primary Subscriber can disable 2FA on a user's account.
• A Firm Administrator must have 2FA enabled on their own account first.
• A Firm Administrator cannot disable 2FA on the Primary Subscriber's account.

Procedure:

A Firm Administrator or the Primary Subscriber can disable 2FA for a user who has lost access to their Clio account.

1. Go to Settings > Security > Firm Security.
2. Under Action click Disable 2FA.
3. Confirm that you want to disable 2FA for this account by checking the box.
4. Click Disable 2FA.