When initially engaging a client/prospect, it will require a security PIN to be entered by your client/prospect. Every client and prospect added into PreciseFP will be auto assigned a security PIN and their security level will indicate as "Low" until they have set up a password through their engagement. This PIN can be found within their account details by going to Accounts > Clients/prospects > click on your client/prospects name.
If you have a mobile number on their profile BEFORE sending out the engagement, this PIN will be sent to them via SMS automatically.
**Please note that the PIN will only be required initially on engagements that have a high security level**
If SMS is enabled - client has a mobile number on their record.
When the client clicks on the link to their engagement they will be asked to enter in their mobile number. They must enter in the mobile number that is on their profile in PreciseFP (they cannot enter in a mobile number different from what is on their profile, if they do, a PIN will not be sent. This is for security purposes). Once they enter in their mobile number they must click on the Verify button, a PIN will then be sent to their mobile device. They will then be asked to enter in this PIN.
It's important to note that it must be entered in exactly, no space after the PIN or an error message stating that the PIN is invalid will appear. Once the PIN is typed in they must click on the Verify button.
After the PIN is entered in successfully they will then be prompted to create a password.
Once they create a password you'll then see in their account details that they have a high security level.
Since the engagement autosaves, the client can exit and re-enter the engagement as often as needed. They would need to enter in their password to re-enter the engagement. The password will also be used for any subsequent engagements you may send to them. Should they forget their password, a forgot password link will be present on the engagement for them. As long as their mobile number is on their profile a new security PIN will be generated and sent to them automatically (You may receive an email notification about this if you have indicated to receive a notice when a client requests a New Security PIN, if they have their mobile number on file you do NOT need to take any further steps, the client will be sent the new PIN to their mobile device)
If SMS is not enabled .
SMS is automatically disabled if a mobile number is not on the clients record. In this case, a PIN is still generated initially and viewable within their account details. Instead of it being sent via SMS when you engage with a high security template, you'll need to provide the PIN to the client either verbally or in a separate email.
The engagement will ask them to enter in this PIN.
If for any reason they didn't get the PIN from you they can click on the "Don't have a PIN?" link where, if you're notifications are set up prior to the engagement being sent, you'll get an email stating the client needs their PIN.
It's important to note that it must be entered in exactly, no space after the PIN or an error message stating that the PIN is invalid will appear. After the PIN is entered in successfully they will then be prompted to create a password just as the steps above and once a password is created they will then be taken into their engagement.
Since the engagement autosaves, the client can exit and re-enter the engagements as often as needed. They would need to enter in their password to re-enter the engagement. The password will also be used for any subsequent engagements you may send to them.