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Managing your profile and 2-step verification


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Managing your profile and 2-step verification

Sarada
Sarada
  • Updated
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Managing your profile and 2-step verification

Sarada
Sarada
  • Updated

You can manage your profile and security settings from the new Account page. With the new page, you’ll also be able to enable 2-step verification as an additional security measure to protect you and your client’s data. 

Tip: We suggest bookmarking the existing SimplePractice sign-in page for the most seamless login directly to the EHR. 

In this guide, we’ll cover:

Accessing the Account page

If you’d like to review or update your profile and security information, you can do so from the Account page. To access the Account page from SimplePractice:

  • Navigate to Settings > Profile & Security > Personal
  • Click Manage

Editing your personal and contact information

To update your name, date of birth, contact information, or password, you can navigate to your Account page. 

To do this: 

  • Navigate to Settings > Profile & Security > Personal
  • Click Edit next to your SimplePractice profile to update your First name, Last name, or Date of birth

 

  • If you’re logging into the Account page for the first time, you’ll be prompted to re-enter your login credentials
  • Click Manage next to SimplePractice security to adjust your Contact information, Password, or set up 2-step verification

  • Click Save
  • To navigate back to SimplePractice, select Back to current session in the upper left corner

Note: There are two different ways to navigate back to SimplePractice from the Account page. For more details, see Returning to SimplePractice below.

Enabling 2-step verification

2-step verification offers an additional security measure to protect you and your client’s information, by adding a secondary verification via text message or authentication app.

To enable 2-step verification:

setup.simplepractice.2stepverification.png

Note: If you don’t see the Set up button, click Manage next to SimplePractice security. From your Account page, click Set up next to 2-step verification.

  • Enter your password
  • Select either Authentication app or Text message

If you choose Authentication app:

  • Before scanning the QR code, navigate to your mobile device’s app store and download your preferred authentication app
    • Google Authentication, Duo, and Authy are popular options for authentication applications
  • Open the authentication app on your mobile device and scan the QR code

  • Enter the code from your authentication app
  • Click Next
  • Choose Turn on email backup or Don't turn on email backup
    • Enabling email backup allows you to receive a code to your email, in case you lose access to your app or device for any reason
  • Click Done

If you choose Text message: 

  • Click Edit to adjust your phone number, if needed
  • Click Next
  • Enter your code
    • If you didn’t receive a code, click Resend code

Important: The text message code you receive will remain active for 3 minutes. After 3 minutes, a new code will need to be generated.

 

  • Click Next
  • Choose Turn on email backup or Don't turn on email backup
    • Enabling email backup allows you to receive a code to your email, in case you lose access to your app or device for any reason
  • Click Done

Note: You can exit the 2-step verification setup process at any time by clicking Cancel in the upper right corner. 

Disabling 2-step verification 

You can disable 2-step verification at any time from your Account page. To do this:

  • Navigate to Settings > Profile & Security > Personal
  • Click Manage next to SimplePractice security
  • Choose Turn off next to 2-step verification

  • Enter your password
  • Click Continue

Note: To re-enable 2-step verification, follow the same steps to return to the Security page and click Set up next to 2-step verification.  

Returning to SimplePractice

After you’re done editing your information, you can return to SimplePractice by clicking Return to current session in the upper left corner:

Alternatively, you can navigate to the Home tab and click Go to calendar:

FAQs

What do I do if I’m not receiving my 2-step verification text message?

If you didn’t receive your text message code, click Resend code:

 

If you’re still not receiving your code via text, and you have email backup enabled, you can:

  • Click Send code by email

  • Check your email for a verification code to regain access
    • We recommend checking your Spam and Junk folders if you don’t see the email in your inbox

If you don’t have email backup enabled, click Get help so our team can assist you. 

Note: If you have email backup enabled, but are still struggling to receive the verification code to login, please reach out to our team for assistance. 

What do I do if I’m having issues setting up/using my authentication app?

SimplePractice is unable to provide guidance for third party applications. Please contact the respective app’s support team for assistance. 

Can I enable/disable 2-step verification for my team members?

It’s not possible to enable 2-step verification for a team member. However, you can check whether a team member has it enabled by navigating to Settings > Team members. For more details on how to review this in your account, see How do I know if my team members are using 2-step verification?

How do I know if my team members are using 2-step verification?

You can view whether a team member has 2-step verification enabled by navigating to Settings > Team members. The 2-step verification column will indicate whether the team member has 2-step verification On or Off.

 

Can I enable/disable email backup if 2-step verification is already set up?

You can enable or disable email backup from the Account page at any time . To do this:

  • Navigate to Settings > Profile & Security > Personal
  • Click Manage next to SimplePractice security
  • Toggle Email backup On or Off

  • Enter your password
  • Click Continue

Still have questions?

Get more help