Setting Up and Using Multi-Factor Authentication (MFA)

Introduction

Introduction

To enhance the security of your Willcox & Savage accounts and protect sensitive client data, it is strongly recommended to enable multi-factor authentication (MFA). This guide provides clear, step-by-step instructions for setting up and using MFA, ensuring an extra layer of protection beyond your password.

Why Multi-Factor Authentication (MFA) Is Important

MFA helps prevent unauthorized access to firm systems by requiring two forms of verification when logging in. This aligns with Willcox & Savage IT Support's commitment to providing reliable and secure technology services across the firm.

Materials Needed

• Access to the internal IT support portal (Willcox & Savage account credentials)
• A mobile device with an authenticator app installed, a phone number for SMS codes, or a hardware token (as approved by IT)

Step 1: Log In to the Internal IT Support Portal

Start by logging into your Willcox & Savage account using the internal IT support portal. Use your firm credentials to access your profile settings.

Step 2: Navigate to Security Settings

Within your account dashboard, locate the security settings section where you can manage authentication methods.

Step 3: Register a Secondary Authentication Method

Follow the on-screen instructions to register your preferred secondary authentication method. Options include:

• Mobile authenticator app (e.g., Microsoft Authenticator, Google Authenticator)
• SMS text message codes sent to your registered phone number
• Hardware token (if issued by IT)

Step 4: Confirm and Activate MFA

Once registered, you will be prompted to verify your identity using the second factor during each login, adding enhanced security to your account.

If You Need Assistance

If you encounter any issues setting up MFA or have questions about your available options, please contact the Willcox & Savage IT helpdesk for personalized support and guidance.

Benefits of Enabling MFA

• Protects sensitive client and firm information from unauthorized access
• Adds an essential security layer beyond passwords alone
• Supports Willcox & Savage’s commitment to secure and reliable IT operations

Additional Resources

For further information on IT security policies or to access step-by-step video tutorials on MFA setup, please visit the Willcox & Savage internal help center or contact the IT support team directly.

Conclusion

Enabling multi-factor authentication significantly strengthens the security of your Willcox & Savage accounts. We encourage all staff to complete this setup promptly to help safeguard firm systems and confidential information. For support, contact the IT helpdesk anytime.