Security Pin

Edited

In the MedicareProCRM system, your security PIN is a crucial element for safeguarding sensitive operations, such as deleting profiles and accessing private client information. This document outlines the steps to set up your security PIN effectively.

Steps to Set Up Your Security PIN

To configure your security PIN, please follow the steps outlined below:

  1. Click on your profile picture or initials, then select 'Settings'.

  2. Once you are on the settings page, locate and click the "Security" tab.

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

  4. Add your desired security PIN and click "Update".

Your security PIN is now set up and will be available for use in sensitive operations throughout the system.