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Signing in by Text
Engineers on site don't want to remember an email and password. With text sign-in they put in their mobile number, get a six-digit code, and stay signed in on that phone. They land on their Today page, with their jobs and a Clock on button.
It's part of the Site Clock, so it needs the module switched on and your account's own texting number.
Signing In With a Code
- On the login page, an engineer taps Sign in with a text instead.
- They type their mobile number and tap Text me a code.
- They type the six-digit code from the text and tap Sign in.
The code works for 10 minutes. A new code replaces the old one, and the page gives the same answer for a number ORCA knows and one it doesn't, so nobody can use it to find out who's on the system. Wrong codes are limited: five tries on one code, and ten wrong codes in a day stops text sign-in for that person until tomorrow.
They only need to do this once per phone. They stay signed in until they sign out, or the office signs them out.
The Office Sends a Link
Quicker still: the office texts a sign-in link. There are two places to do it.
- Site clock > People: click Text sign-in next to their name.
- Settings > Users: open the person and click Text a sign-in link. This button only appears when the person can sign in by text.
The text says to tap the link, and to add it to the home screen afterwards. The link opens a page with a Sign in button, so a phone previewing the link doesn't use it up. It works once, for 24 hours. If it has been used or has run out, the page offers Sign in with a text instead.
On a lost or handed-on phone, click Sign out phone next to their name in the People list. They sign in again by text.
Who Can Use It
Text sign-in works for someone when all of these are true:
- They have the Operative role.
- They have a mobile number on their profile (in Settings > Users).
- They don't have two-factor sign-in set up.
- Your account can send texts.
If any is missing, no code is sent, and the office's button tells you which: no mobile, not an Operative, or two-factor in place.
Why office logins can't
Anyone who also holds any other role, such as an office or admin role, signs in with their email and password instead. A texted code is a weaker key than an office login needs, because that login opens a lot more than the clock. The same goes for anyone with two-factor on: they keep using their password and app.
Setting a Password
Engineers can still set a normal password if they want one. They use Forgot your password? on the login page with the email on their staff profile, the same as anyone else.
Related
- Site Clock : the People list and the clock itself
- The Engineer's Today Page : where they land after signing in
- Accounts & Users : adding a mobile and the Operative role