Setting Up Two-Factor Authentication (2FA)

Enabling Two-Factor Authentication (2FA) enhances the security of your SmartVault account. It combines your email and password with a one-time verification code, ensuring extra protection, especially when accessing from an unrecognized device or browser. 

Preparing for 2FA

  • Update to the latest version of the SmartVault for Windows software (including the Connected Desktop, Toolbar, Inbox, Web Drive, etc.) before enabling 2FA.
  • Verification codes are sent to the user's registered email address by default when you create your user login.

Setting Up 2FA in the Portal

  1. Sign in to the SmartVault Portal.
  2. Click your initials at the top of the page, then Settings.
  3. Go to User Settings and click Two-Factor Authentication Settings.
    Settings - 2FA.png
  4. Select the Enable 2FA checkbox.
  5. Choose your 2FA Method and whether you prefer to receive verification codes via phone. Settings - Portal 2FA.png
  6. Optional: To enhance security, especially for organizations adhering to strict compliance guidelines, consider selecting the Block Mapped Drive Access checkbox. This option prevents using the SmartVault Mapped Drive, which isn't compatible with 2FA.
    Settings - Block Mapped Drive option.png
  7. Click Save Changes.
  8. Enter the received 6-digit verification code and click Submit.

      Note

    Verification codes are valid for 10 minutes. Check the Junk Mail if you requested via email and didn't see it. Click Resend Verification Code to get the same code within 10 minutes. Your account defaults to email if your phone number cannot be verified.

Setting Up 2FA for the Connected Desktop

  1. Follow the steps above to access Two-Factor Authentication Settings in the SmartVault Portal.
  2. Select the Enable 2FA and Allow SmartVault Desktop Software to use 2FA checkboxes. Ensure both are selected; this is a crucial step to set up 2FA on the Connected Desktop.
    CD - 2FA Settings.png
  3. Choose your 2FA Method and whether you prefer to receive verification codes via phone.
  4. Click Save Changes.
  5. Enter the received 6-digit verification code and click Submit.
    CD - 2FA Verify Identity.png

How Two-Factor Authentication Works

Here are key features of SmartVault's 2FA behavior:

  • Verification Code Requirement: A verification code is mandatory when signing in from an unrecognized device or browser to ensure enhanced security.
  • Default Verification Method: Verification codes are initially sent to your registered email address. However, for enhanced security, users in the US and Canada are advised to choose Text/SMS as their preferred 2FA method.
  • Customization: Users can choose their preferred verification method, enhancing the user experience and security adaptability.
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