Settings
Last updated
Last updated
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.
The Authentication tab will be visible to you if your prop 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:
Click "Authenticate Now".
You have the option to enable Multi-Factor Authentication (MFA) for enhanced security. To enable MFA, follow these steps:
Click "Enable".
You can update your Client Portal account password by providing the following information:
Current Password
New Password
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.
You can update your Client Portal account email address by providing the following information:
New Email
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.
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:
New Phone Number
Verification Code
Current Password