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 thisYou need one of these roles
Reset a user’s PINCompany Admin, Partner Admin or Reset Pin
Add or edit a user’s sign-in methodCompany Admin
Remove a user’s sign-in methodCompany Admin or Partner Admin

Reset a user’s PIN

  1. Open Users. Go to the Users page.
  2. Select the user. Click the user in the user list.
  3. Create or reset the PIN. Right-click the user and choose Reset PIN, or open the Authentication tab and click Create/Reset PIN.
  4. 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

  1. Open Users. Go to the Users page.
  2. Select the user. Click the user in the user list.
  3. Open the Authentication tab. Select the Authentication tab beneath the user’s details.
  4. Add a record. Click Add new record.
  5. 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.
  6. 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:

  1. Open Users. Go to the Users page.
  2. Select the user. Click the user in the user list.
  3. Open the Authentication tab. Select the Authentication tab beneath the user’s details.
  4. Unlock the method. Right-click the locked method and select Unlock.

Remove a user’s sign-in method

  1. Open Users. Go to the Users page.
  2. Select the user. Click the user in the user list.
  3. Open the Authentication tab. Select the Authentication tab beneath the user’s details.
  4. 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.

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