Client Portal Settings
Written by Avery Simmons
Updated at August 30th, 2021
Table of Contents
1. Click on your Profile name in the bottom left.2. Click User settings on the popout menu.3. Update the information in any of the provided fields.4. For added account security, check the Two Factor Authentication box.5. Click Save Changes.You can update your contact information, time zone, and password in your Client Portal account settings. To get started, log in to your Client Portal account.
1. Click on your Profile name in the bottom left.
2. Click User settings on the popout menu.
3. 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: The name displayed on your profile must also be changed by your accountant. If you need to have your name changed in the Client Portal, please reach out to your accountant.
4. For added account security, check the Two Factor Authentication box.
- Once 2FA is enabled, the next time you log in to Canopy you’ll be emailed a verification link to authenticate your account. After you click on the link, you’ll have full access to Canopy.
5. Click Save Changes.
