Log-in for salesperson

[cowpuncher007]

One of my sellers will be using the phone swiper out in the field. She will have the log-in for the account, but I don't want her to need the text message code to connect. The code gets texted to me as I'm the account owner. If I click the 'remember this device for 90 days' when I install the app on her phone, will that work?,One of my sellers will be using the phone swiper out in the field. She will have the log-in for the account, but I don't want her to need the text message code to connect. The code gets texted to me as I'm the account owner. If I click the 'remember this device for 90 days' when I install the app on her phone, will that work?

[RobynR · Accepted solution]

Hey @cowpuncher007, 

Welcome to the Community!

Great question! You’ve got a couple of options to make this work smoothly while maintaining control over your account:

Option 1: Set Up a Team Member Login

You can create a unique login for your salesperson using Team Management. This allows you to set custom permissions, so they only access what you want them to. It’s a great way to keep things secure while giving them the tools they need.

Here’s how to set that up: Create Team Member Permissions.

Option 2: Remember the Device for 90 Days

If your salesperson will be using the same device consistently, you can select "Remember this device for 90 days" during the login process. This bypasses the need for the text message code, making it more convenient for them to use.

Both approaches work, but Option 1 gives you better control and flexibility. If you have more team members joining in the future or need detailed reporting, having separate logins will definitely come in handy!

Feel free to reach out if you have more questions—I'd happy to help!

[Candlestore]

@cowpuncher007;

You could as was stated setup the team permissions and also setup a device Code.  Then instead of logging in with a user id and password they would enter the same code that was setup for the device code.   Here is more how to setup Device codes :

 8339-set-up-device-codes

So instead of using the Code that is sent to your device that you need to forward to your employee, just tell them to login and type this Device Code, which does not change unless you change it I believe.