How to grant staff access to use PIN switching

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

For more information, see our help guides How to enable PIN switching on your Timely account and Introduction: PIN switching.

How to grant staff access to use PIN switching

Staff members/administrators who already have login access to Timely will automatically be emailed their new PIN code in order to use pin switching in Timely. If you'd like to set up access for new staff/staff who didn't have access yet, you will need to:

Timely notes: 

• If you choose only pin access this staff member will only be able to use the Timely account when someone else with email access has logged on to the device they are using. This means staff with only pin access will not be able to access Timely outside of the workplace. 
   
• If you choose email and pin access  this staff member will be able to log in when they are outside of the workplace as well as switching users at the workplace.
   
• You will then need to let the staff member know what their automatically generated PIN code is. They will be sent an email containing their PIN for future reference. They will not be able to access Timely with this email address if they only have pin access set up.