Manage security settings
Harden your ClaimDS workspace — turn on two-factor authentication, set the session timeout, and review data residency — from one place in Settings.
Security settings are where you set the protections that apply to your whole workspace. For a system that holds claims, settlements and tax data, a few minutes here — two-factor on, a sensible session timeout — meaningfully reduces risk.
What you control
Three things live here: two-factor authentication (a second factor at sign-in), the session timeout (how long idle sessions last), and data residency (where your data sits). The first two are everyday protections; the third helps you answer compliance questions with confidence.
Set it up
Follow the numbered steps below. The session timeout is also the reason behind the "session expired" message some users hit — see you can't sign in if that's the question.
Step-by-step
Open Settings → Security
Go to Settings and choose Security. This is where the workspace-level protections — two-factor authentication, session timeout and data residency — are managed.
Turn on two-factor authentication
Enable two-factor authentication so sign-in needs a second factor, not just a password. For a workspace handling financial data, this is the single highest-value protection.
Set the session timeout
Choose how long an idle session stays signed in before it ends. A shorter timeout reduces the risk of an unattended session being misused; balance it against how your team works.
Review data residency
Check the data-residency setting so you know where your workspace data sits — useful for your own compliance and for answering questions from auditors or customers.
Confirm
Save your choices. The protections apply across the workspace, so everyone benefits from the stronger posture.
Frequently asked
Why do I get signed out after inactivity?
Because of the session timeout set here. It ends idle sessions for security; an admin can adjust the duration to suit how your team works.
Who can change security settings?
Security is a privileged area limited to senior roles. If you can't reach it, ask a workspace owner or admin.
Still stuck?
Book a demo and we'll walk through it on your own data — or just talk to us.