What's in this Article
You can update your contact information, time zone, and password in your Client Portal account settings.
Client Portal Settings
1. Log in to your Client Portal.
2. Click on your Profile name in the bottom left.
3. Click User settings on the pop-out menu.
4. Update the information in any of the provided fields.
Available fields to change include First Name, Last Name, Email, Phone and Ext., Time Zone, and Password.
Please Note: Your accountant must also change the name displayed on your profile. If you need your name changed in the Client Portal, please reach out to your accountant.
5. Click Save changes.
Two-Factor Authentication Settings
This section details how to enter and manage security methods for two-factor authentication (2FA). Two-factor authentication (2FA) is an essential security feature that helps protect your account by requiring a second verification step during login.
When you sign in to the Client Portal, you’ll need to enter a six-digit code to authenticate your account. By default, the code delivers to your account email. After you enter the code, you’ll access the Client Portal.
The steps below guide you on how to enable text messages (SMS) as another method to receive codes.
Log in to the Client Portal.
Navigate to Settings and open the Profile tab.
Scroll to the Two-Factor Authentication section.
Enter your desired phone number in the Text Message (SMS) field. Check the box to agree to receive text messages.
Click Send Code to request a one-time verification code sent via SMS.
Check the box to agree to receive text messages.
Press Send Code to receive a verification code.
The requested code looks like this:
Enter the code in the Client Portal and press Verify SMS. A green checkmark will confirm successful setup.
Once verified, you can use your email or phone number to receive codes to authenticate access to your client portal.
Troubleshooting:
You may have trouble finding the verification email. No worries, though. Try the following tips to see if it resolves your issue.
If you haven't already, check your Spam/Junk folder in your email account.
Sometimes that email likes to hide in Spam/Junk until you mark it as “not spam”.
If you aren’t seeing anything there, type “Canopy” in the search bar of your email account.
The results will show any email with the keyword “Canopy” in it, so this should bring up the 2FA email!
Ensure Your Phone Number is Correct: Double-check that the number entered in your account settings is accurate and up-to-date.
Resend the SMS Code: If the initial code fails to arrive, select the option to resend.
Verify Network Connection: Ensure your device has a stable cellular network connection to receive SMS messages.
Contact Customer Support: If issues persist, reach out to Canopy’s customer support for assistance.
Note: We highly recommend signing up for SMS for 2FA verification as opposed to email. It's much easier for an email to get lost in the shuffle than a text message!
Frequently Asked Questions About 2FA
Why Doesn’t Canopy Ask for a Code Every Time? By default, Canopy may not prompt for a 2FA code every time you log in if you have selected the Remember Me for 3 Days option during a previous login. Here’s how to address this:
Clear Your Browser’s Cache and Cookies: This will remove the saved login data.
Open your browser and access the settings to navigate to the Clear Browsing Data option.
Select an appropriate time range (e.g., All Time) and clear cookies along with cached files.
Relaunch your browser and attempt a new login.
Wait for Three Days: Without any changes, Canopy will reinitiate the code verification process after three days have passed.