In this guide you will learn how to manage your PIN security in the Consult app. Maintaining client data privacy is super important to you and your business, as it's vital that your clients trust their data is safely stored. This is why we've built the option for you to turn on PIN security, which when enabled will use your device's own PIN as a security code inside the app.
Important note: You'll need to have a passcode set on your personal device in order to turn this setting on.
What is a PIN?
A PIN, or Personal Identification Number, is a secret code, usually 4-8 digits, used to verify your identity and authorise access to devices, accounts, or data, common for ATMs, phones, and computers as a more user-friendly alternative to complex passwords.
Step-by-step instructions
More about PIN security
PIN security is configured by your device, so if your business uses multiple devices you'll need to turn on this setting on each iPad or iPhone that is in use. This setting is available to everyone, not just Timely customers, and will persist even if you log out of Consult.
When enabled, PIN security will require you to enter your PIN any time you interact with client data. This includes:
- When you start a consultation
- When you cancel a consultation
- When you share a consultation
- When you view an in progress or completed consultation
- When you delete a completed consultation
What it looks like when you enter your pin
Timely tip: you will also need to enter your PIN to turn of PIN security. If you have Touch ID configured your device, this may come up as the default way to unlock your device. If this occurs you'll need to delete the saved fingerprint from your device to default to PIN instead.