PIN Switching Setup

PIN switching allows team members to quickly switch between accounts using a 4-digit PIN code. Ideal for shared devices, such as tablets at the reception desk.

Enabling PIN Switching

1. Navigate to Team > Staff
2. Select the Access & Permissions tab
3. Find the PIN Switching card
4. Toggle the switch on
5. Click Configure PIN Switching to set the timeout

Setting the Timeout

The session timeout determines how long before a staff member needs to re-enter their PIN:

• Never: The PIN session never expires
• 1-30 minutes: The session expires after the specified period of inactivity

Choose a timeout that balances security and convenience.

Generating PINs for Staff

Individual PIN Generation

1. Click on a staff member from the list, or open the permissions page
2. In the Login Access section, find PIN management
3. Click the Generate PIN button
4. The PIN will appear, save it or send it by email

Bulk PIN Generation

1. On the Access & Permissions tab, click Generate All PINs
2. Or click Send All PINs to email PINs to staff members
3. PINs are securely generated and stored hashed with bcrypt

Sending PIN by Email

1. Open the staff member's permissions page
2. Click the Send PIN by Email button
3. The PIN will be sent to the registered email address

Security Notes

• PINs are stored hashed with bcrypt
• PINs are never stored in plain text
• Regularly regenerate PINs for security
• Staff can only use PIN switching if their login access is set to "Email and PIN" or "PIN Only"

Use case scenarios

Scenario 1: Shared reception tablet

Reception has one tablet, four people use it. PIN switching enabled, each with a 4-digit PIN. Tablet is always tied to a person, audit log shows who did what.

Scenario 2: Fast handover at customer arrival

Customer arrives, Anna's chatting. Bella takes over reception, enters her PIN, greets the customer. Two seconds.

Scenario 3: New hire PIN setup

New receptionist arrives, manager opens her profile, generates a PIN, emails it. Tomorrow morning she can clock in immediately.

Scenario 4: Compromised PIN

Stylist realizes someone learned her PIN. Manager generates new one, emails it. Old PIN is invalid.

Tips

• Don't share PINs: each staff member has her own.
• Generate via system, not by hand: random, safer.
• Regenerate quarterly: security hygiene.
• "Email PIN" option is convenient: fast for new staff.