Set user pins for POS access

A PIN is what lets a POS user sign in at a register. Which procedure you need depends on where you are:

• Setting POS up for the first time — add the PIN field to the user page layout first, so Salesforce can manage PINs, then set a PIN for each employee. Do both procedures below, in order.
• Adding or changing a PIN for one user — the PIN field is already in place, so go straight to Set or reset a PIN for a POS user.

Video demo

Add the PIN field to the user page layout

1. In Salesforce, go to Setup, then Object Manager.

2. Search for User in the Quick Find box.

   

3. Open the User object.

4. Select User Page Layouts, then select User Layout.

   

5. Scroll down in the bottom half of the page until you reach the Additional Information section, which has a gray heading.

6. In the top half of the screen, drag the PIN field and drop it under the Additional Information heading.

   

7. Select Save.

The PIN field now appears in the Additional Information section of every user record, ready to be set.

Set or reset a PIN for a POS user

A PIN must be digits only, with no letters or special characters, and at least 4 digits long. A longer PIN is more secure, so 123456 is valid, but 123A456 is not.

1. In Salesforce, go to Setup, then Users > Users. A list of your users opens.

   

2. Select Edit for the user whose PIN you want to set or change.
3. Scroll down to the Additional Information section.
4. In the PIN field, enter the new PIN.
5. Select Save.

The PIN is saved against the user. It can take a few minutes to sync before they can use it to sign in at a register.