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Creating a Security Pin

Learn how to setup your security pin.

Updated over a week ago

Your security pin is used throughout the system for more sensitive operations like deleting profiles and viewing and editing private client information. Follow these steps to set yours up.

  1. Click your profile picture or initials and then click 'Settings'.

  2. Once in your settings page, find and click the "Security" tab

  3. Click the little edit icon in the section to unlock the fields

  4. Add your security pin and click "Update."

Your security pin will now be available to use.

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