Managing Customer PIN Codes

Multiple Customer PIN Codes

Customers with active storage unit bookings can have multiple PIN codes that can be used to access the storage facility. The codes are linked to their account and they can be configured to never expire or they can be configured with a start and end date. The codes can be shared with anyone and when used to access the storage facility, a gate activity record is logged that includes the PIN code description (nickname), date and time.

NOTE: providing a customer's guest with a PIN code will only allow access through the facility gate, unless the facility has enabled the "Unlock unit via PIN Pads" feature. If the feature is enabled, it will allow the guest to unlock the unit at the same time as the facility gate, using the PIN pad.

See "Using the PIN pad" in the Customer Onboarding Guide.

Staff Dashboard Users

Please note: SiteLink ingested PIN codes must be updated through SiteLink. 

SiteLink ingested PIN codes are marked with the SiteLink logo

Staff users can view, create, edit and delete customer PIN codes in the dashboard.

To navigate to the PIN codes section of the dashboard:

1. Select ‘Customers’ in the left navigation menu to display the Customer List page

2. Then select a listed customer to display the Customer Details page

3. And finally, select the PIN Codes tab

The PIN codes list will be displayed. 

The list displays:

• which site a code is linked to

• the codes description (nickname)

• the PIN code (if enabled in the organisation settings)

• the code’s start and end dates (if applicable)

• the code’s status

PIN Codes tab

1)  Select the ‘New’ button to create a New PIN code.

1. enter a PIN that is at least 6 digits and does not repeat numbers.
2. create a  description (nickname) for the PIN code.
3. Select which site the code will be used at.
4. Optional - configure the date you’d like the code to become active.
5. Optional - configure the date you’d like the code to expire.

New PIN Code form

2) Select the checkboxes if you wish to edit or delete one or more of the listed PIN codes.

3) To Edit a PIN code:

1. Select the ‘Action’ button
2. Select Edit from the drop down menu
3. The ‘Edit PIN code’ modal displays
4. Edit any of the available fields
5. Select the ‘Save’ button

Edit PIN Code form

3) To Delete one or more listed PIN codes:

1. Select the ‘Action’ button
2. Select ‘Delete’ from the drop down menu
3. The ‘Delete PIN code’ modal displays
4. Select the ‘Delete’ button

Delete PIN Code modal

Customers

Customers can view, create, edit and delete PIN codes in the customer app

To navigate to the PIN Codes sections of the customer app:

1. Log into the customer app
2. Select Profile on the bottom menu
3. Select Security
4. Select PIN Codes

App PIN Code list

1)  Select the ‘New’ button to create a new PIN code

1. Enter a PIN that is at least 6 digits and does not repeat numbers.
2. Create a  description (nickname) for the PIN code.
3. Optional - configure the date the code becomes active.
4. Optional - configure the date the code expires.

App new PIN Code form

2) ‘Status’ bar - tap to expand the status bar and display the PIN codes’ status

1. Red = Expired.

2. Orange = Upcoming. The code will become active on the configured start date

3. Green = Active.

PIN Code status

3) Select the ‘Edit’ icon to update the code’s description, start date or end date.

App edit PIN Code form

4) Select the ‘Eye’ icon to reveal or hide the PIN code.

App reveal PIN Codes

5) Select the ‘Garbage can’ icon to delete the PIN code.

App delete PIN Code

NOTE: once a customer has configured at least one PIN code, the system then requires that the customer always retains at least one PIN code linked to their account.

Related Articles:

• Navigating the Customers' section
• Customer Onboarding Guide