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Help Center / Your client portal / Contact authentication settings

Contact authentication settings

How your clients sign in, and which sign-in options are available.

Settings → Contact Authentication shows how your clients sign in to their portal.

OptionStatus
Magic links: a one-time link emailed to the client, with no password to remember or resetAlways on
Google sign-in: clients sign up and log in with their Google accountComing soon
Require two-factor authentication for clientsComing soon
  • Clients can only sign in if you've invited them and their portal access is on.
  • Sign-in links last 1 hour and work once. Invitations last 24 hours and can be resent.
  • Your team's sign-in rules (two-factor, inactivity sign-out) are separate: see Team sign-in policy.

More detail in How clients sign in.

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