# Settings

In the Settings page, you have the ability to view, modify, and update various settings, including Authentication, Multi-factor Authentication, Client Portal Password, Email Address, and Phone Number.

### <mark style="color:red;">1. Authentication</mark>

The Authentication tab will be visible to you if your broker has enabled SumSub authentication.&#x20;

You can view your authentication status beside the "Settings" menu, which can be either "Verified" or "Unverified".&#x20;

<figure><img src="https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2FPKhqMhLaxerdS72moNuN%2Fimage.png?alt=media&#x26;token=3101fe6b-aff9-4907-9f85-34510def23e9" alt=""><figcaption></figcaption></figure>

To authenticate your account, follow these steps:&#x20;

{% tabs %}
{% tab title="Step 1" %}
Click "Authenticate Now".&#x20;

<figure><img src="https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2F5gU6ZrcIvcFiwTP5JGbk%2Fimage.png?alt=media&#x26;token=8c3a945f-fb88-484c-90b6-a6e8c2eb829b" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 2" %}

1. Sumsub popup will appear. Agree to the terms and click "Next". \
   \
   ![](https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2FVpoHEj9y6tsJpwIFfpRu%2Fimage.png?alt=media\&token=32eb9a40-f999-4def-81e7-0743b092790e)<br>
2. You will be able to view the instructions and click "I'm Ready". \
   \
   ![](https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2FeAwZS4avGaUOUWnMDwPB%2Fimage.png?alt=media\&token=788d58a0-dcb6-4b39-b4a0-66286642d01e)<br>
3. You can also opt to continue the verification on your mobile phones by clicking "Continue on phone". A link and QR code will be provided for you to continue the process on your phones. \
   \
   ![](https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2F0RHgJvPx3qRrQRDiRmim%2Fimage.png?alt=media\&token=64acd622-879c-4e82-adbd-bc252ca0a07a)<br>
4. Follow the instructions and complete the selfie check. You will need to have a device with front facing camera to complete this. <br>
5. Once completed, you will be able to see an overview of the steps done. Click "Next" to proceed.  \
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   ![](https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2FjUwv9rPKxumW7O8l1eTi%2Fimage.png?alt=media\&token=3467ff50-f082-4849-aa3e-d1abeaa8884a)<br>
6. Once completed, you will be notified that their data is being processed and the status of the authentication will be updated once completed. \
   \
   ![](https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2FHFQfk3xNC4xFfJ5I2pdy%2Fimage.png?alt=media\&token=847d35a0-b721-48b1-aebc-1f854e211cb8)
   {% endtab %}

{% tab title="Step 3" %}
Once authentication is completed, you will be able to view the results:&#x20;

1. If approved, the status will indicate "Verified". <br>

   <figure><img src="https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2FwAb2QSvvKke57fD0aAKD%2Fimage.png?alt=media&#x26;token=281e3100-9373-4879-9814-b1572a3b85be" alt=""><figcaption><p><br></p></figcaption></figure>
2. If rejected, the status will indicate "Authentication Failed". <br>
   * You can click the "View" icon to view the rejection reason.&#x20;

     <figure><img src="https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2F8pZ4gIwOUsNiEp5NTbgA%2Fimage.png?alt=media&#x26;token=6d6ac426-064a-42cc-8f97-410d55af9fe6" alt=""><figcaption><p><br></p></figcaption></figure>
   * Depending on the reason of rejection, you can redo the Authentication by clicking "Reauthentication". <br>
   * If the authentication was rejected but manually approved by the broker on SumSub, the authentication status will be updated to show "Verified".&#x20;
     {% endtab %}
     {% endtabs %}

### <mark style="color:red;">2. Multi-Factor Authentication (MFA)</mark>

You have the option to enable Multi-Factor Authentication (MFA) for enhanced security. To enable MFA, follow these steps:&#x20;

{% tabs %}
{% tab title="Step 1" %}
Click "Enable".&#x20;

<figure><img src="https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2FR8sVlvY2O3hSRNa1wzpa%2Fimage.png?alt=media&#x26;token=c6335ec2-e3cb-4d0a-a8d1-e8a8cd4af19c" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 2" %}

1. Select your preferred authentication method: <br>
   * Authenticator App
   * Email\
     \
     ![](https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2Fx9HieiLTqVwkjWUbJyP3%2Fimage.png?alt=media\&token=0d408d41-e161-4706-9c42-a056a82ac415)
2. For Authenticator App, follow the instructions, fill in the OTP and click "Submit". <br>
3. For Email, the verification email will be sent to your email address. Retrieve the OTP code, fill it in and click "Submit". <br>
4. If the verification email is not received, you can click "Resend". \
   \
   ![](https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2FBPNTdxXXngDScsbmzDIb%2Fimage.png?alt=media\&token=57e8dd68-c7e6-468b-a2a8-e13cf1af7b3b)
   {% endtab %}

{% tab title="Step 3" %}
Upon successful activation, you will now need to submit the One-Time Password (OTP) each time you login to your Client Portal account.&#x20;

<figure><img src="https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2FeJBtOm3eCyzVHInvAeqd%2Fimage.png?alt=media&#x26;token=e6d18ca9-52f0-411f-ae5e-10fbda2d2353" alt="" width="375"><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 4" %}

1. If you are unable to retrieve the OTP, you can choose to reset the MFA by clicking “Reset MFA”. An email will be sent to you to deactivate the MFA.\
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   ![](https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2Fmem9Pi6Ht13mN0PTuXlN%2Fimage.png?alt=media\&token=4418d14d-1337-432d-9e31-1a577edab35e)<br>
2. Once MFA is deactivated, you can login to your Client Portal account without OTP and reenable your MFA via the Settings tab once more.
   {% endtab %}
   {% endtabs %}

### <mark style="color:red;">3. Update Password</mark>

You can update your Client Portal account password by providing the following information:&#x20;

1. Current Password
2. New Password
3. Confirm New Password<br>

After entering the required details, click "Update Password".&#x20;

Upon updating the password, you will be logged out of your Client Portal account and you will need to login again using the new password.&#x20;

<figure><img src="https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2FYjyrRGPtlz7CU6KX91hU%2Fimage.png?alt=media&#x26;token=09e8b78a-f971-4a74-9373-e191c983dd57" alt=""><figcaption></figcaption></figure>

### <mark style="color:red;">4. Update Email</mark>

You can update your Client Portal account email address by providing the following information:&#x20;

1. New Email&#x20;
2. Current Password<br>

After updating your email address, a verification email will be sent to your new email address.&#x20;

Once you complete the verification, you will be logged out of the Client Portal and you will need to login again using the new email address.&#x20;

<figure><img src="https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2F5q3nm6DjQ9y6tRtlZxI2%2Fimage.png?alt=media&#x26;token=3464ca1d-6714-488c-a2f2-641ae15ec205" alt=""><figcaption></figcaption></figure>

You will also receive a notification in your old email address, informing that there has been a change in their email.&#x20;

### <mark style="color:red;">5. Phone Number</mark>

You can view the phone number registered for your Client Portal account but cannot make amendments to it.&#x20;

<figure><img src="https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2FrO1naNrps08pBkrwIRiF%2Fimage.png?alt=media&#x26;token=4164fea5-b2e1-493a-8772-09a4c550235e" alt=""><figcaption></figcaption></figure>

If your broker has Twilio installed and activated on your CRM, you will be able to update your phone number by filling in:&#x20;

1. New Phone Number
2. Verification Code
3. Current Password

<figure><img src="https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2FERbbtmeWGIpirKjdDoMY%2Fimage.png?alt=media&#x26;token=a3fc98f7-c987-469c-8ee9-dca3ba82e7c5" alt=""><figcaption></figcaption></figure>

Once you have updated your phone number, you will also receive a notification in your email address, informing you there has been a change in your phone number.
