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Description:  In this guide, the user will learn about the different authentication methods and how to update authentication information.

Roles Required: Employee (base user)

Permissions Required:  N/A

Contents

Change Password

  1. Log in to personal profile
  2. Click Settings (person icon next to the username in the upper right corner of the main menu)
  3. Click Settings on the drop-down menu
  4. Click Change Password on the submenu
  5. Enter Current Password
  6. Enter New Password according to password criteria
    1. Hover over the i icon (help text) to display organizational password criteria
  7. Enter New Password again in Confirm Password field
  8. Click blue Change Password button to complete the change
  9. Click Yes to confirmation alert window
  10. The password has been changed when the Password Changed Successfully message is displayed on a green banner

Forgot Password

  1. There is a Forgot your password link on the login page
    1. Web portal - Click the blue Forgot your password? hyperlink on the login page
    2. Mobile app - Click the blue Forgot Password? hyperlink on the login page
  2. Enter the email address and click Send Reset Email 
  3. Locate the email sent by the system (support@dcisoftware.com) to reset the password
    1. Check spam if the email is not received in the inbox
  4. Click the blue Reset Password button in the email
    1. Please note: The Reset Password link will only be active for a specific amount of time determined by the organization (typically 24 hours)
      1. After clicking the Reset Password button in the email, if the link is inactive, an alert will appear "Invalid Token. Please contact your DCI administrator to resend the link or select the Resend the email button and proceed back to step 3.
    2. The Reset Password button will open the Security Verification page. The user will have the choice to verify either:
      1. The security question (security questions are case sensitive and must be entered exactly as when created) OR
      2. SSN (social security number) and DOB (date of birth)
      3. If unable to verify the security question or SSN and DOB, reach out to a supervisor or employer for assistance who can send a reset password email that will allow the user to reset the security question.
    3. Click the blue Verify button
    4. The Reset Password page will open. Enter the new password into fields Please enter password and Please confirm password.
      1. Hover over the i icon (help text) to display organizational password criteria
    5. Click the blue Reset button

Add/Change PIN

A PIN may be assigned by the organization when a user account is created. Employee PINs can be used to log in to the mobile app and to clock in and out of the phone EVV system. Client PINs can be used to log into the mobile app or verify historical entries for phone EVV.

  1. Log in to personal profile
  2. Click Settings (person icon next to the username in the upper right corner of the main menu)
  3. Click Settings on the drop-down menu
  4. On the submenu click either:
    1. Add PIN if a PIN is not established in the system
      1. Once established, the Add PIN tab changes to Change PIN
    2. Change PIN to change the established PIN
  5. Enter the password on the Verify Password page and click the blue Verify button
  6. Enter PIN
    1. For New PIN
      1. Enter a 4-digit PIN
      2. Confirm 4-digit PIN
    2. To Change PIN
      1. Enter new 4-digit PIN
      2. Confirm new 4-digit PIN
  7. Click the blue Change Pin button and then Yes on the alert pop-up box to confirm
  8. The PIN has been added or changed when the Pin Changed Successfully message is displayed on a green banner

Change Security Question

Security questions are used when resetting a password or for other authentication details. Please be sure to select memorable questions and answers.

  1. Log in with your personal profile
  2. Click Settings icon next to name on the main menu
  3. Click Settings on the dropdown menu
  4. Click Change Security Question on sub menu
  5. Enter your password on the Verify Password screen and click Verify
  6. Select security question from the drop-down list or select custom question to create your own security question
  7. Enter your Answer
    1. Answer cannot match username or password
    2. If the answer is on the commonly used password list, an alert will appear in red “The answer you provided was found on a commonly used password list and could be easily guessed. Consider using a different word or phrase.”
      1. To continue with the answer, click the checkbox, Use this answer anyway.
    3. Click Submit to save security question
    4. The Security Question has been successfully added or changed, the user will be returned to the Security Question screen and a green bar will display that Security Question has been successfully changed.

Change Email

Changing an email address requires a verification step for the new email by receiving and entering a verification code sent to the new email.

  1. Log in with your personal profile
  2. Click Settings icon next to name on the main menu
  3. Click Settings on the dropdown menu
  4. Click Change Security Question on sub menu
  5. Enter your password on the Verify Password screen and click Verify
  6. Current email is populated
  7. Enter new email
  8. Confirm new email
  9. Select Change Email to save the new email
    1. Current email cell is now locked
    2. New email cell is now locked
    3. Confirm email cell is now locked
    4. Verification code field appears
  10. Change Email cannot be selected until the verification code has been entered
    1. The verification code is included in the system generated email that was sent.
    2. Copy the verification code from the email
  11. With the Verification code copied, return to DCI and either paste or type it into the Verification Code field in DCI.
  12. Click Change Email
  13. The email has been successfully added or changed, the user is returned to the Change Email screen and a green bar will display that email has been successfully changed.

Verify Mobile

Users must verify their mobile to be able to receive SMS text notifications. If the mobile is not verified, the notifications will be sent to the email and are available to view in the DCI messaging center.

  1. Log in to your personal profile
  2. Click your Profile Icon on the main menu in the upper right-hand corner
  3. Click Settings from the profile icon dropdown
  4. Click Verify Mobile on the submenu
    1. If you have already verified your mobile number a green banner will appear with the alert, Your Mobile Number is already Verified.
  5. Enter your mobile number in the Mobile field
  6. Click Update Mobile Number
    1. A green banner will appear with the alert, Your Mobile Number is updated. Please verify mobile number.
  7. Click Send Verification Code
    1. A green banner will appear with the alert, Your Verification Code is sent. Please check your registered Mobile Number.
  8. You will receive a verification code vis SMS text message, enter the verification code into the Verification Code field
  9. Click Verify Mobile
  10. Your mobile number is now verified and will receive SMS text message notifications

Change Username

  1. Log in with your personal profile
  2. Click Settings icon next to name on the main menu
  3. Click Settings on the dropdown menu
  4. Click Change Username on the sub menu
  5. Enter current Username
  6. Enter new Username
  7. Click Change Username to complete change
  8. Click Yes to confirm
  9. The success message is displayed in green when the password has been successfully updated




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