Enabling two-factor authentication | ClearPoint Strategy

Enabling two-factor authentication

Two-factor authentication is an additional layer of security that administrators can apply to your account. If enabled, users will be required to provide an extra code when logging in. Not sure what two-factor authentication is? Learn more about it here.

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Enable Two-factor Authentication

If two-factor authentication is enabled, you will notice an extra step when logging in.  After entering your username and password, you will be presented with a two-factor screen, giving you the choice of authenticating via email or through any Authenticator App. If you select email, the system will send you a one-time code for logging in.  You must use this option the first time you log in. Click continue to send yourself a one-time code. Within seconds, ClearPoint will send an email with this code.


Return to the login page, enter the code, and click login.

Note: If you click Remember Device, your access code will be stored for 30 days on this browser session.

Download the Apps

If you do not want to send yourself an email upon every login, Google Authenticator, Microsoft Authenticator, LastPass Authenticator, Twilio Authy, or any other Authentication App can be downloaded to your mobile device and used to store login codes. Below are links to download Google Authenticator for iOS through the App Store, and for Android through the Google Play Store.


Click on My Profile. Go to the Security tab. With your brand new fancy app you will be able to scan the authentication key QR code.  This will allow you to store the code on your phone. Click Save when you are finished. Upon subsequent logins you will now be able to use you Authenticator App to retrieve your code.  Simply open the app on your mobile device and enter the code associated with your ClearPoint account.  Move quick though! By default the code expires every 30 seconds before resetting with a new one.

Note: Two-factor authentication will need to be temporarily disabled prior to logging in to the Data Loader 1.0.

For Data Loader 2.0, the API Key used will bi-pass the two-factor authentication so it will not need to be disabled.