Security

Two-factor authentication, session management and security best practices for your team.

Security settings CliniForm
2FA Enabled
Sessions 2 active
Authenticator app — Configured
This device — London — Active now
Illustrated preview of Security settings.

Walkthrough

  1. Go to Security under Settings.
  2. Enable two-factor authentication for your account.
  3. Review active sessions and sign out unused devices.
  4. Encourage all team members to enable 2FA under Profile.

Tips

  • Owners can enforce 2FA for all staff in team security policies when available.

Related guides

Billing Manage your Cliniform subscription, invoices, payment method and Practice App purchases. Your profile Update your name, email, password and personal notification preferences. Taking payments Deposits, invoices, checkout and memberships — how money attaches to the appointment and client. GDPR, export and retention How to export a client file, handle access requests and keep records for the right length of time.