• Published on: 02 June 2023
  • Last edited on: 24 April 2024

Manage Multi-Factor Authentication

Enable multi-factor authentication for additional security.


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Your customers require you to use multi-factor authentication to access their data in the CSP. 

To enable multi-factor authentication, click the Security & Multi Factor Authentication link on the My Account page.

My Account - Multi Factor Authentication

Instructions on the screen walk you through the process.

Enable Multi Factor Authentication

When you enable multi-factor authentication, you can choose from the following options:

  • For Payment Changes (Required for Changing Legal Entity or Remit-To): Multi-factor authentication is required when creating or editing legal entities, remit-to, and bank account information.
  • For Both Account Access (Login) and Payment Changes: Multi-factor authentication is required when logging in to the CSP. You don't have to reauthenticate when working with financial data because you already authenticated when logging in.

Depending on how you want to receive the verification codes, select one of the following options and set your preference as the default:

  • Via Authenticator App to use an authenticator app available from the app store on your mobile phone.
  • Via Text Message to use a code sent by text message to your phone number.

If you want to receive text message (SMS) notifications or verification codes, you must enter and validate your phone number under My Account > Notification Preferences.

For the text message, enter the verification code in the pop-up window.

After successful validation, you receive the verification code in a text message.

For installing and using Google Authenticator, follow the on-screen instructions.

  1. Download and install an authentication app from the Google Play store or the Apple app store.
  2. Scan the QR code or copy the security key to use it as the CSP authentication code.

Print your backup codes or email them to yourself before you click OK. If you ever lose your device, you need these to regain access to your CSP account.


You can only use a recovery code once, so refresh your list if you have to use a recovery code. Go to Account Settings > Security & Multi Factor Authentication and click Regenerate Recovery Codes to get a new list of codes.

When you enable multi-factor authentication, you get an email notification of the change.


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