TakePublic

Multi-factor authentication

Required for counsel and platform admin. TOTP enrollment in Settings.

Who must use MFA

Counsel and platform admin roles must enroll in multi-factor authentication in production. Other roles are encouraged but not required unless your organization policy says otherwise.

TOTP enrollment

Enroll a time-based one-time password app from Settings > Security.

  1. Scan the QR code with your authenticator app.
  2. Enter a code to confirm enrollment.

Lost device

If you lose access to your authenticator, ask a company admin on your team to open a support request from the Help widget. Support verifies identity before resetting MFA.

Was this helpful?

Up next

How TakePublic protects your data

Encryption, least privilege, MNPI policy, and no training on your content.

Still need help?

Sign in and open the Help widget from the lower right corner to message the team. Replies land in the app and by email.

TakePublic is a technology platform, not a law firm, broker-dealer, or auditor. Nothing files without review and sign-off by a licensed securities attorney.