🫅 Per Contact
From Contacts
1. In Contacts, open the record of the client you want to add the security to.
2. Click Edit this Contact to open the record.
3. Click Show Additional Fields to open.
4. Select Always Require OTP to turn on the requirement for them to authenticate.
5. Select Disallow Email for One-Time-Passcodes to require clients to only authenticate via text code.
6. Click Save to complete any changes made.
Inside a Project
1. Click the Contact's bubble.
2. Click Edit on the Client Info panel that pops up on the right.
3. Scroll down and then click on Show Additional Fields to access.
4. Select Always Require OTP to turn on the requirement for them to authenticate.
5. Select Disallow Email for One-Time-Passcodes to require clients to only authenticate via text code.
6. Click Save to complete any changes made.
🏢 Organization Settings
❗Important: This setting is firm-wide and individual contacts cannot opt out.
1. Click your Profile menu to open it.
2. Click Organization Settings.
3. Select Always Require OTP to turn on the requirement for them to authenticate.
4. Select Disallow Email for One-Time-Passcodes to require clients to only authenticate via text code.
