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Email Security Type for Account Verification

Updated over 3 months ago

Overview

Email security is the default verification method when you first register your account. When performing actions that require verification, a code will be sent to your registered email address.

Switching from Email to Authentication App

  1. Log into your Client Portal

  2. Go to Settings → Security settings

  3. Click Change under 2-step Verification

  4. Select Authentication app and click Next

  5. Follow the on-screen instructions to download and set up an authentication app on your mobile device

  6. Enter the verification code displayed in your authentication app

  7. Verify using your current security type (email)

  8. Once verified, your security type will be updated to authentication app

Important Note: Changing a security type back to email is only possible within 30 days of account registration.

Troubleshooting Email Security Issues

When Registering Your Account

If you're not receiving verification codes during registration:

  • Check your spam or trash folder

  • Use the "Resend code" option

  • Clear your browser's cache and cookies

  • Disable any VPN services that might be causing delays

  • Try using a different browser or device

When Using Your Client Portal

If you're having trouble receiving verification codes while logged in:

  1. Go to Settings → Security settings

  2. Verify that Email is selected as your security type

  3. Confirm your email address is correct (note that part of the address will be hidden)

  4. Check your spam or trash folders

  5. Try the "Resend code" option

  6. Clear your browser cache and cookies before requesting another code

  7. Disable any VPN services that might be causing delays

  8. If all else fails, try using a different browser or device

If you continue to experience issues with your security type, please open a ticket through the Service Hub in your Client Portal for further assistance.

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