How to enable PIN switching on your Timely account

If you have multiple staff accessing Timely in your business, being able to switch between users efficiently is key. In this article, you will learn how to enable PIN switching on your account.

Timely's PIN switching feature enables you and your staff to quickly switch between users, without the need for emails and passwords. The additional lockout feature also helps protect your client information when your front desk is unattended. For more information, see our help guides How to grant staff access to use PIN switching and Introduction: PIN switching.

Important note: as multi-factor authentication (MFA) is rolled out, PIN switching may be affected. To continue accessing Timely securely, each user will need their own login and may be required to complete MFA verification.

1 Head to account from the main menu in your Timely account dashboard, and click on staff access, followed by manage pin switching.

2 On the popup that appears, tick the allow pin switching checkbox.

3 Select the lockout duration under the lock access to Timely after heading. This will determine how long Timely will remain idle before timing out. If you'd prefer to not have a timeout, select never.

4 Once you have chosen a length of time, click save to apply your changes.

5 All staff that already have login access to Timely will be emailed their brand new PIN, ready for use in Timely. Pin switching has now been enabled. A pop up will show up with your assigned PIN code.

How to enable PIN switching on your Timely account

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