How to Switch User Profiles with PIN Login in RepairDesk?

Switch User Profile (PIN Login)

During repairs, employees often need to access their profiles quickly. Instead of logging off and logging in with a different profile, RepairDesk offers a convenient solution: switching user profiles using a 4-digit Access PIN. This eliminates the need for usernames and passwords, allowing employees to switch to their profiles within seconds.
Here are the steps to switch user profiles:
  1. Click on "Switch User" under "Profile Settings."



2. Select the employee's name from the drop-down menu and enter the Access PIN.



3. Finally, click on "Confirm" to log in.

FAQs

Q. How can I change an employee's Access PIN?
A. 
To change an employee's Access PIN, go to "Settings" > "Manage Employees." Click on the "Action" button next to the employee you want to edit, then select "Edit." Under the "Roles & Access" section, update the Access PIN.


Q. Can employees change their access pin themselves? 
A. Yes. An employee can update their Access PIN. To update PIN they should head to Settings >> Your Profile >> Update Profile and under the Basic Settings, they can update PIN in the Access PIN field. 


Q. Can I enable Access Pin for employees when they are making a transaction?
A. Sure you can! Just head to Settings >> Module Configuration >> POS and enable the trigger for "Employee should enter access pin before making transaction" and hit Save button. Now whenever an employee is about to make a transaction, RepairDesk will ask the employee to enter his/ her access pin. 


Q. Do I need to start a different shift when I switch user profile to process a transaction?
A. You don't need to start different shifts. If you start a shift with one user and you want to make a transaction under same shift but with different user account, you can switch the specific user. 
Once you make a transaction it will be considered under same shift but with different user (please see attached).