Edit a user's sign-in methods and PIN
The Authentication tab on the Users page shows every sign-in method that is enabled for the selected user. From here you can reset their PIN, add a method, unlock a method or remove one.
Before you start
What you can do depends on your role. If an option is missing, you don’t have that permission. Ask your administrator.
| To do this | You need one of these roles |
|---|---|
| Reset a user’s PIN | Company Admin, Partner Admin or Reset Pin |
| Add or edit a user’s sign-in method | Company Admin |
| Remove a user’s sign-in method | Company Admin or Partner Admin |
Reset a user’s PIN
- Open Users. Go to the Users page.
- Select the user. Click the user in the user list.
- Create or reset the PIN. Right-click the user and choose Reset PIN, or open the Authentication tab and click Create/Reset PIN.
- Note the new PIN. The new PIN is shown in a pop-up. Copy or make a note of it before you close the pop-up.
Add a sign-in method to a user
- Open Users. Go to the Users page.
- Select the user. Click the user in the user list.
- Open the Authentication tab. Select the Authentication tab beneath the user’s details.
- Add a record. Click Add new record.
- Fill in the Edit window. Enter or select:
- Authentication: select the method from the drop-down list.
- User Name: enter a user name for this method.
- Password: enter a password for this method.
- Confirm Password: enter the password again.
- Save. Click Insert to add the method.
Tip. To add a user name and password for the user, select Manual Input as the authentication method.
Unlock a user’s sign-in method
A user can lock themselves out of their account with too many unsuccessful login attempts. To unlock it:
- Open Users. Go to the Users page.
- Select the user. Click the user in the user list.
- Open the Authentication tab. Select the Authentication tab beneath the user’s details.
- Unlock the method. Right-click the locked method and select Unlock.
Remove a user’s sign-in method
- Open Users. Go to the Users page.
- Select the user. Click the user in the user list.
- Open the Authentication tab. Select the Authentication tab beneath the user’s details.
- Remove the method. Right-click the method and select Remove item.
Leave at least one method. A user needs at least one active sign-in method to be able to log in.