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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 an overview of our PIN switching feature.
For more information, see our help guides How to enable PIN switching on your Timely account and How to grant staff access to use PIN switching.
How to use PIN switching day to day
In order to use pin switching, you'll need a manager or administrator to log in to Timely first using their email and password. Once logged in, you'll be able to use pin switching. You can lock Timely manually, and log in using a PIN.
Locking Timely manually
If you're going to walk away from the computer, it's best to get into the habit of locking Timely before you walk away. To lock Timely, click the lock icon in the top right hand corner. If you do not lock Timely manually, it will automatically lock after the set time.
Logging in using a pin
When Timely is locked, you will see a lock screen. Enter your PIN to login. You will be returned to the Timely calendar when you login. To find out more about using pin switching on your iPhone or iPad, see our help guide How to use pin switching on your iOS device.
Frequently asked questions (FAQs)
What happens if my staff forget their pin?
A staff member can be sent their PIN number via email if they have forgotten it by clicking the Forgotten pin? link on the PIN pad. They are prompted with an email field. If the staff member enters the pin number incorrectly 6 times they are redirected to the login screen, where a staff member with login access can access Timely. Additionally, the business owner can inform the staff of their pin number by viewing it on the staff member's staff access page.
What happens if mine or my staff members' PINs are compromised?
You can regenerate a PIN for a staff member or the account holder if your PIN is compromised. Click the three little dots next to the staff member whose PIN you want to regenerate and choose reset pin.
What happens if I disable pin access?
If PIN switching is disabled, staff and the business owner will lose their numbers and any staff with this type of access only will not be able to login to Timely. If you re-enable PIN switching, you will get new randomly generated codes.