Set user pins for POS access

If you are setting up POS for the first time, you'll need to add the PIN function to your POS configuration. This enables Salesforce to manage the PINs. Next, you configure a PIN for each employee.

If you are updating a PIN for a user, skip to the second procedure, Set or reset a PIN for a POS user.

Add the pin function to POS configuration

1. Click the gear icon on the top right of the screen and select Setup. The Setup Home screen opens.
2. In the top navigation bar, click Object Manager.
3. Search for User in the Quick Find box**.**
4. Open the User object.
5. Select User Page Layouts, then select User Layout.
6. Scroll down in the bottom half of the page, until you reach the Additional Information field. This has a gray heading.
7. In the top half of the screen, click and drag the PIN field and drop it under the Additional Information header.
8. Click Save. The PIN field will now appear in the screen that users see when they sign in to POS.

Set or reset a pin for a POS user

Use this procedure to set (or reset) a PIN for a POS user.

A PIN must be numbers only (no letters or special characters) and at least 4 digits long, e.g. 2356. Depending on the security level you want, a PIN can be longer, e.g. 123456 is fine, but 123A456 is not.

1. Go to Setup > Setup Home.
2. In the menu, go to ADMINISTRATION > Users > Users. A list of your users opens.
3. Click Edit for the user who's PIN you want to set or change. This opens their Salesforce record.
4. Scroll down to the Additional Information section.
5. In the PIN field, enter a 4-digit number, or change the existing PIN.
6. Click Save.

It can take a few minutes for the data to sync before the user can use the new PIN.