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CounSol User Guide

Navigation: Account Settings

Two-Factor Authentication

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As an optional additional security measure, both you and your clients have the ability to enable two-factor authentication when logging into the system. Two-factor authentication (often referred to as 2FA, two-step verification, or TFA) provides an extra layer of security. It goes beyond requiring just a password and username; it also involves an additional, constantly changing password that only the user can access.

 

**NOTE** Counsol highly recommends you take advantage of two-factor authentication. It is a simple yet highly effective security feature that provides an extra layer of protection for your account. It significantly reduces the risk of unauthorized access and enhances your account's online security.

 

ON THIS PAGE:

 

How to ENABLE two-factor authentication (for clinicians)

How to ENABLE two-factor authentication (for clients)

How to DISABLE two-factor authentication (for clinicians)

How to DISABLE two-factor authentication (for clients)

 


 

How to enable two-factor authentication for clinicians:

 

1. You must first install install an authenticator app on your Smart phone or Tablet to use Two-Factor Authentication.

 

 A. Downloading the app for iPhone/iPad

1. Visit the App Store.
2. Search for one of the following authenticator apps by name:

         a. Google Authenticator

         b. Microsoft Authenticator

         c. Step Two

         d. Authy

         e. Duo Mobile

3. Download and install the app.

 

 B. Downloading the app for Android

1. Visit Google Play.

2. Search for one of the following authenticator apps by name:

         a. Google Authenticator

         b. Microsoft Authenticator

         c. Aegis

         d. Authy

         e. Duo Mobile

3. Download and install the app.

 

 

2. In your Counsol account, click the Settings icon, then My Settings, then select Security from the My Settings menu column on the left.

 

3. Click the "Setup" link under the Two-Factor Authentication heading.

 

3. Click the green Enable Authentication button.

 

4. Back on your device, open the Google Authenticator app.

 

5. Click the plus (+) sign.

 

6. Click Scan QR Code.

 

7. Direct your device's camera towards the QR code presented on the Two-Factor Authentication page of your CounSol account.

 

8. A new rotating code profile will appear in the Authenticator app.  Back on your CounSol account, type in the current code in the box under "Enter Auth Code To Finish Authentication" and click the Finish Authentication button.

 
Note: The app will generate a new code every 30 seconds. The code you enter must still be displayed in the app for it to be valid.

 

 


 

 

How to ENABLE two-factor authentication (for clients)

 

NOTE: Two-factor authentication for a client account can only be enabled from the portal by the client.

 

1. Instruct the client to log in to their portal account, click on the My Info icon, then click the "Two-Factor Auth" button and follow the prompts shown.
 
 


 

 

How to DISABLE two-factor authentication for clinicians:

 

Please contact your personal account manager, or email support@counsol.com, and request to have 2FA disabled on your account.

 

 


 

 

How to DISABLE two-factor authentication (for clients)

 

1. Go to Clients > Active and click on the client's name to open the Overview page of the client's chart.

 

2. Scroll down to find the "2-factor Auth" row at the bottom left, then click the blue "disable" link.