Please note: This article pertains to functionality in the Latest Version of Treez. If you are not yet on the Latest Version of Treez, you will need to click this article about PINs
Setting a PIN
Setting a PIN requires the assistance of a user with access to User Management. To Add a Pin during the Add User Workflow, the user will need the “Add User” permission. To change the Pin of an existing user, the user will need the “Edit User” permission.
To set up a Pin while adding a new user, please see the Adding a User section of User Management in the Latest Version of Treez.
Resetting a PIN
Navigate to Organization Settings > User Management
Click the 3 dots (...) to the right of the user you wish to reset a Pin for
Select “Edit Info” from the menu
Click the Next button at the bottom right of the screen to advance to the next screen
Enter the desired Pin in both the “Update Pin” and “Confirm New Pin” fields
Click the Next button n the bottom right of the screen
Click the Next button in the bottom right of the screen
Click the Finish button in the bottom right of the screen
The user can now use the new Pin
How Does the New Self-Service PIN Feature Work in the Latest Version of Treez?
Log in to the Latest Version of Treez and click on your User Icon in the upper right-hand corner.
Select Manage Account
Set your new PIN
Confirm your new PIN
Click Save
Once you click save, you will receive a snack bar notification in the bottom center of the screen confirming the success of the reset.
NOTE: You must enter your password before you are able to reset your PIN. This is an added security feature so that your PIN is not reset by an unauthorized user.