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Setting up PIN login

OnSite allows your users to log in using a personal identification number, instead of a username and password. PIN login provides for quicker access to OnSite and is particularly useful when a single station is shared between multiple salespeople.

OnSite Administrators enable or disable PIN login system-wide: If PIN login is enabled, it becomes available to all users; similarly, if it's disabled, it can't be used by anyone. With PIN login enabled, users still have the option to log in using their username and password by clicking the Switch to Username/Password button on the login dialog.

Before you set up PIN login, keep the following in mind:

  • PINs must comprise a minimum of 4 and a maximum of 8 case-sensitive ASCII characters; these can be numbers, letters, or a combination of the two. Special characters are not allowed.
  • Each user must have a unique PIN. If you specify a PIN for a user that is the same as another user's PIN, OnSite will invalidate the PIN for 90 days and you'll need to specify new PINs for both users.
  • The first login of the day (after midnight local time) on every station requires a username and password. PIN login, if enabled, will not be available.
  • The login window will automatically prompt for a username and password after 5 failed attempts to log in using a PIN.
  • Only OnSite Administrators can enable PIN login and set PINs for users.
  • Disabling PIN login does not reset PINs; previously set PINs will still be available when PIN login is enabled again.

To enable PIN login

  1. In OnSite go to Tools > Setup > Basics > Users.
  2. Click Enable PIN Login at the bottom of the dialog.

  1. A warning message displays. Click the Enable PIN Login button on the dialog to enable PIN login.

To set a PIN for a user

  1. In OnSite go to Tools > Setup > Basics > Users.
  2. In the list on the left, select the user account you want to set a PIN for.

    Note: Although OnSite does not prevent you from assigning a PIN to an administrator, PIN login is NOT recommended for OnSite Administrators.

  3. In the PIN field, enter a PIN for the user. You can optionally assign a system-generated PIN:
      1. Click Generate.
      2. Move the slider left or right to create a PIN with the corresponding number of characters. The system generates a unique PIN each time you move the slider to a different position.

      1. Click Done.
  4. A green check mark displays in the PIN field if the PIN is valid. Click Save to assign the PIN to the user.