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Authentication – Enabling Two-Factor Authentication (2FA)

This article explains how to enable and manage two-factor authentication (2FA) in ClearPoint Next.

Ted Jackson avatar
Written by Ted Jackson
Updated this week

Two-factor authentication adds an extra layer of security to help protect your ClearPoint account from unauthorized access. When enabled, users verify their identity with both a password and a secondary authentication method.

Setting up 2FA only takes a few minutes—and we're here to help if you need assistance!


What is Two-Factor Authentication?

When 2FA is enabled for your account, logging in includes an additional verification step. After entering your username and password, ClearPoint will ask you to authenticate using either:

  • Email verification code

  • Authenticator app code (recommended for ongoing use)

Important: The first time you log in with 2FA, you must authenticate via email.


Download an Authenticator App

If you prefer not to receive an email code at every login, you can use an authenticator app on your mobile device. Popular options include:

  • Google Authenticator

  • Microsoft Authenticator

  • LastPass Authenticator

  • Twilio Authy

You may download Google Authenticator here:

Any TOTP (time-based one-time password) app will work.


Enable Two-Factor Authentication for Your Account

You can enable 2FA at any time through your user profile.

  • Click your Profile icon in the upper-right corner of ClearPoint.

  • Navigate to the Security tab.

  • Check Enable Two-Factor Authentication.

  • Once prompted, scan the QR code using your authenticator app and follow the onscreen steps.

  • At your next login, choose Authenticator Code and enter the code from your mobile device.

  • Click Confirm when finished.


Important Notes for Data Loader Users

  • Data Loader 1.0:
    2FA must be temporarily disabled to log in.

  • Data Loader 2.0:
    2FA does not need to be disabled. The Data Loader uses an API Key, which securely bypasses the 2FA step.


Enable Two-Factor Authentication for All Users (Administrators Only)

Administrators can require 2FA for the entire ClearPoint account.

  1. From the top navigation, click Settings.

  2. Select Users & Security.

  1. Navigate to the Login Security tab.

  2. Check Require Two-Factor Authentication.

  3. Click Save.

💡 Once enabled, all users will be required to set up 2FA the next time they log in.

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