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.

1. Authentication

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

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

To authenticate your account, follow these steps:

Step 1

Click "Authenticate Now".

Step 2

1. Sumsub popup will appear. Agree to the terms and click "Next".
2. You will be able to view the instructions and click "I'm Ready".
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.
4. Follow the instructions and complete the selfie check. You will need to have a device with front facing camera to complete this.

5. Once completed, you will be able to see an overview of the steps done. Click "Next" to proceed.
6. Once completed, you will be notified that their data is being processed and the status of the authentication will be updated once completed.

Step 3

Once authentication is completed, you will be able to view the results:

1. If approved, the status will indicate "Verified".

   
2. If rejected, the status will indicate "Authentication Failed".

   • You can click the "View" icon to view the rejection reason.

     
   • Depending on the reason of rejection, you can redo the Authentication by clicking "Reauthentication".

   • If the authentication was rejected but manually approved by the broker on SumSub, the authentication status will be updated to show "Verified".

2. Multi-Factor Authentication (MFA)

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

Step 1

Click "Enable".

Step 2

1. Select your preferred authentication method:

   • Authenticator App

   • Email
2. For Authenticator App, follow the instructions, fill in the OTP and click "Submit".

3. For Email, the verification email will be sent to your email address. Retrieve the OTP code, fill it in and click "Submit".

4. If the verification email is not received, you can click "Resend".

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.

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.
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.

3. Update Password

You can update your Client Portal account password by providing the following information:

1. Current Password

2. New Password

3. Confirm New Password

After entering the required details, click "Update Password".

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.

4. Update Email

You can update your Client Portal account email address by providing the following information:

1. New Email

2. Current Password

After updating your email address, a verification email will be sent to your new email address.

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.

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

5. Phone Number

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

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

1. New Phone Number

2. Verification Code

3. Current Password

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.