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Enabling Two-Factor Authentication (2FA) in the Karbon Client Portal
Enabling Two-Factor Authentication (2FA) in the Karbon Client Portal

This article provides instructions for how to enable Two-Factor Authentication in Karbon.

Wayne Daley avatar
Written by Wayne Daley
Updated over a week ago

Two-factor Authentication (2FA) adds an extra layer of security to your client data, ensuring that only authorized users have access to sensitive information. In the Karbon Client Portal, you have the option to enable 2FA at login for all your clients.

To Enable 2FA

  1. Navigate to Settings › Client Portal

  2. Under Security and Two-Factor, choose ‘Magic Link and Login – 2FA required’ from the list.

  3. Click the Save button to apply these changes.


Once you save the settings, 2FA will be required for all client accounts linked to your Karbon Client Portal. We recommend communicating this change to your clients and assisting them as needed in setting up 2FA on their individual accounts.

Resetting 2FA for a Client

If your client has lost access to their authenticator app, you can reset 2FA for them

  1. Navigate to the 'Details' tab for the contact.

  2. In the 'Client Portal' section, click on 'Edit login details'.

  3. Click 'Deactivate Two-Factor Authentication' to reset their 2FA settings

Your client will be able to log in with their existing email address and password and will be prompted to set up 2FA again once logged in.

Example Client Message

During your login or account setup, you'll be prompted to set up Two-Factor Authentication (2FA). You will be presented with a QR code. Scan it with an Authenticator App on your phone. This code configures your mobile device to generate future 2FA codes.

  1. Make sure you have an Authenticator App installed on your mobile device.

  2. Enter the first 6-digit code generated by your app to verify and complete setup. You'll then receive a list of recovery codes—save these for emergencies.

  3. Next time you log in, you will be prompted to enter the code generated by your authenticator app

If You Lose Access to Your Phone

Use one of the saved recovery codes to log in. Contact us to reset your 2FA settings so you can set up a new device.

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