Configure sign-in security

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Sign-in security settings control inactive-session timeouts and whether users identify themselves with an email address or another username.

Open Security settings #

Browse to Admin System Preferences Settings Security.

Notice: System administration access is required. Changes affect how users sign in, so plan them before updating an established account.

Open the security settings #

Open Admin, System, then Security. The page can also include single sign-on settings, which are covered separately.

Set the inactive-session timeout #

  1. Find the idle-session or session-timeout setting.
  2. Enter the allowed number of inactive minutes. The current screen accepts values from 5 through 480 minutes.
  3. Select Save.

A shorter timeout reduces unattended access but can interrupt users who leave an unsaved form open. Ask users to save before stepping away from the application.

Use email addresses as usernames #

Turn on Use email address as the username when the organization wants email addresses to be the standard login identifier.

Before changing an existing account:

  1. Confirm that every active employee has a unique, current email address.
  2. Review invitation and employee-creation procedures.
  3. Tell users which value to enter on the sign-in page.
  4. Save the change.
  5. Test with a non-administrator user.

Understand how other access settings work together #

Security roles control the screens and reports a user can access after sign-in. Employee account settings control whether the login is active and which roles are assigned.

Single sign-on is configured separately. See Configure single sign-on.

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