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SmartVault Customer Center

Security: Two-Factor Authentication User Settings


Enabling Two-Factor Authentication (2FA) adds several layers of security to your SmartVault user and requires you to log in using not only your email address and password, but also a one-time Verification Code that helps verify your identity whenever you are logging in from a new web browser or an unrecognized device. 

The Two-Factor Authentication (2FA) Settings page allows each SmartVault user to enable 2FA on their user and choose how they will receive their verification code: via email, SMS/text message, or automated phone call.

Please Note: If you use the SmartVault for Windows software (including the Connected Desktop, Toolbar, Inbox, Web Drive, etc.) we recommend you update to the latest version before enabling 2FA.

Please Note: by default, verification codes are sent to each user's email address.



  1. Log in to your SmartVault account through the SmartVault Portal.
  2. In the Portal Dashboard View: (If your view looks different, click here)Client Portal - Dashboard View - Masthead.png
    • Click on the Dashboard - User Settings icon.png icon in the top right corner of the webpage to get to your User Settings and then click on Two-Factor Authentication Settings in the far right column.
  3. If you haven't already done so, read the page about enabling Sessions and then click the Enable Sessions button.
    • Enabling Sessions will automatically log you out and ask you to sign back in.
    • Again, update the SmartVault for Windows software if you haven't already done so.
      Dashboard - User Settings - Two-Factor Authentication - Enable Sessions 02.png
  4. Sign back in and you will be taken to the Enable 2FA page.  Check the Enable 2FA box, select your preferred 2FA Method and then click the Save Changes button.
    • Dashboard - User Settings - Two-Factor Authentication - Enable Sessions - Enable 2FA.png
  5. You will be sent at 6-digit Verification Code via the 2FA Method of your choice.
    • Enter your Verification Code and click the Submit button.
      Dashboard - User Settings - Two-Factor Authentication - Enable Sessions - Enable 2FA - Verification Code.png

Verification Code Troubleshooting: 

  • Verification Codes are valid for 10 minutes.  The same code will be sent if you if you click the Resend Code link within 10 minutes.
  • If you requested your Verification Code via email and you do not see it, please check your Junk Mail folder and add to your Safe Senders list.
  • If the Phone Number on your account cannot be verified, the system will default back to Email as your preferred 2FA Method.



Two-Factor Authentication (2FA) is just one way SmartVault is improving security on all accounts.  Here are some guidelines on how 2FA behaves:

  • If you sign in to the SmartVault Portal from an unrecognized device or web browser, SmartVault will send you a verification code through your method of choice to verify your identity.
  • The Email Address you use to log in to SmartVault is the default verification method for all accounts.
    • Every SmartVault user/guest can change their preferred verification method to email, text/SMS, or automated call.
  • 2FA does not affect logging in to the SmartVault for Windows Desktop Client (WDC).
  • 2FA does not affect logging in to the SmartVault Web Drive or mapping SmartVault as a mapped network drive on Windows or MacOS.