Authentication Guide

Description:  In this guide, the user will learn about the different authentication methods and how to update authentication information.

Roles Required: Employee (base user)

Permissions Required:  N/A

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Table of Contents

1. Log in to personal profile

2. Click Settings (person icon next to the username in the upper right corner of the main menu)

3. Click Settings on the drop-down menu

4. Click Change Password on the submenu

5. Enter Current Password

6. Enter New Password according to the following password criteria

   1. Must be at least 10 characters

   2. Must contain 1 uppercase letter, lowercase letters, numbers, and special characters.

   3. Must not contain more than two repeated characters in a row

   4. The password should be different from the 3 previous passwords

   5. Password should not contain the user's account name or parts of the user's full name that exceed two consecutive characters

7. Enter New Password again in Confirm Password field

8. Click blue Change Password button to complete the change

9. Click Yes to confirmation alert window

10. The password has been changed when the Password Changed Successfully message is displayed on a green bar

1. There is a Forgot your password link on the login page

   1. Web portal - Click the blue Forgot your password? hyperlink on the login page

   2. Mobile app - Click the blue Forgot Password? hyperlink on the login page

   3. Mobile Web – Click the Forgot your username? blue hyperlink on the login page

2. For Web Portal and Mobile Web, enter your email address and click the blue Send Reset Email button. For Mobile App, enter your email address and click the blue Next button

   1. Please note: FI environments require both username and email address to be entered

3. Locate the email sent by return@dcisoftware.com to reset the password.

   1. Note: Your instance may be using a customized email address

   2. Check spam if the email is not received in the inbox

4. Click the blue Reset Password button in the email

   1. Please note: The Activate Your Profile or Reset Password button link is only active for a specific amount of time (determined by the organization - typically 24 hours)

   2. After clicking the Activate Your Profile or Reset Password button in the email, if the link is inactive, an alert will appear "Invalid Token. Please contact your DCI administrator to resend the link or select the Resend the email button and proceed back to step 3.

   3. The Security Verification page displays. The user will have the choice to verify either:

      1. Option 1: Enter the security question answer

         1. Please note: Security questions are case sensitive and must be entered exactly as when created)

      2. Option 2:

         1. Enter last four digits of SSN (Social Security Number)

         2. Select DOB (Date of Birth) by selecting Month, Day, and Year from the drop-downs.

            1. Important: Users have up to three attempts to complete identity verification. An attempt is unsuccessful if the information entered does not identify exactly one Portal account. After the third unsuccessful attempt, the verification link expires. Users are directed back to the login screen, and their profile is locked. A Supervisor or another authorized user must unlock the profile before they can restart the recovery process.

   4. Click the blue Verify button

   5. The Reset Password screen displays.

      1. Enter the new password with the following criteria:

         1. Must be at least 10 characters

         2. Must contain one uppercase letter, lowercase letter, number, and special character.

         3. Must not contain more than two repeated characters in a row

            1. Please note: Varies based on the instance

         4. The password should be different from the three previous passwords

            1. Please note: Only applicable when changing password

         5. Password should not contain the user's account name or parts of the user's full name that exceed two consecutive characters

         6. Retype the password to confirm it

   6. Click the blue Reset button

   7. Click the blue Yes button on the Alert pop-up to confirm the password reset

   8. The DCI profile login page displays:

      1. Enter the username

      2. Enter the password

   9. Click the blue Sign In button

   10. The user password is now reset and active

1. The DCI Portal provides a forgot username function on the login page:

   1. Web Portal - Click the Forgot your username? blue hyperlink on the login page

   2. Mobile app – Click the Forgot Username? blue hyperlink on the login page

   3. Mobile Web – Click the Forgot your username? blue hyperlink on the login page

2. For Web Portal and Mobile Web, enter your email address, phone number, or both (at least one field is required) and click the blue Continue button.

   1. For Mobile App, enter your email address, phone number, or both (at least one field is required) and click the blue Next button.

3. A message displays indicating: “If a profile was found matching the information provided, you will receive an email. If you do not receive an email, contact Support at: [Support email and phone number].”

4. Locate the Recovery Link email sent by return@dcisoftware.com to continue the username recovery process.

   1. Note: Your instance may be using a customized email address

   2. Check spam if the email is not received in the inbox

5. Click the Recover Username link in the email.

   1. Please note:

      1. The Recover Username button link is only active for a specific amount of time (determined by the organization - typically 24 hours)

      2. After clicking the Recover Username button in the email, if the link is inactive, an alert appears stating "Invalid Token. Please contact your DCI administrator." Select the Resend the email button and proceed back to step 4.

      3. IMPORTANT! If the account does not have enough information on file to verify the identity (e.g. missing security question, missing date of birth, missing SSN data), users will not be able to complete the Forgot Username process online. In this case, users may see the message: "Not enough details are available on your account to recover your username online. Please call Customer Service for assistance." To continue, users should contact a live agent who can help update the account information and restore access to self-service recovery options.

6. The Security Verification screen displays the verification methods available and applicable to the profile type:

   1. Option 1: Enter the security question answer

      1. Please note: Security question answer is case sensitive and must be entered exactly as when created

   2. Option 2:

      1. Enter last four digits of SSN (Social Security Number)

      2. Select DOB (Date of Birth) by selecting Month, Day, and Year from the drop-downs

         1. Important: Users have up to three attempts to complete identity verification. An attempt is unsuccessful if the information entered does not identify exactly one Portal account. After the third unsuccessful attempt, the verification link expires. Users are directed back to the login screen, and their profile is locked. A Supervisor or another authorized user must unlock the profile before they can restart the recovery process.

   3. Click the blue Verify button. A success notification is displayed with the message: “Your username has been sent to your email”

7. Locate the next email sent by return@dcisoftware.com to recover the username.

   1. Note: Your instance may be using a customized email address

   2. Check spam if the email is not received in the inbox

   3. This email includes the profile’s username and a link to return to the login page.

8. Click the blue Sign In to Your Account link in the email to return to the login page.

9. The DCI profile login page displays:

   1. Enter the username

   2. Enter the password

   3. Click the blue Sign In button

10. The username has now been recovered.

A PIN may be assigned by the organization when a user account is created. Employee PINs can be used to log in to the mobile app and to clock in and out of the phone EVV system. Client PINs can be used to log into the mobile app or verify historical entries for phone EVV.

1. Log in to personal profile

2. Click Settings (person icon next to the username in the upper right corner of the main menu)

3. Click Settings on the drop-down menu

4. On the submenu click either:

   1. Add PIN if a PIN is not established in the system

      1. Once established, the Add PIN tab changes to Change PIN

   2. Change PIN to change the established PIN

5. Enter the password on the Verify Password page and click the blue Verify button

6. Enter PIN

   1. For New PIN

      1. Enter a 4-digit PIN

      2. Confirm 4-digit PIN

   2. To Change PIN

      1. Enter new 4-digit PIN

      2. Confirm new 4-digit PIN

7. Click the blue Change Pin button and then Yes on the alert pop-up box to confirm

8. The PIN has been added or changed when the Pin Changed Successfully message is displayed on a green bar

Security questions are used when resetting a password or for other authentication details. Please be sure to select memorable questions and answers.

1. Log in to personal profile

2. Click Settings (person icon next to the username in the upper right corner of the main menu)

3. Click Settings on the drop-down menu

4. Click Change Security Question on the submenu

5. Enter the password on the Verify Password page and click the blue Verify button

6. Select a security question from the drop-down list or select custom question to create a unique security question

7. Enter the Answer

   1. The answer cannot match the username or password

   2. If the answer is on the commonly used password list, an alert will appear in red stating “The answer you provided was found on a commonly used password list and could be easily guessed. Consider using a different word or phrase.”

      1. To continue with the answer, click the checkbox for Use this answer anyway.

   3. Click Submit to save the security question

8. The security question has been changed when the Security Question Changed Successfully message is displayed on a green bar

Changing an email address requires a verification step for the new email by receiving and entering a verification code sent to the new email.

1. Log in to personal profile

2. Click Settings (person icon next to the username in the upper right corner of the main menu)

3. Click Settings on the drop-down menu

4. Click Change Email on the submenu

5. Current email address is populated

6. Enter new email address

7. Confirm new email address 

8. Click the blue Change Email button to save the new email

   1. Verification code field appears

9. Change Email cannot be selected until the verification code has been entered

   1. The verification code is sent via a system-generated email

   2. Copy the verification code from the email

   3. Return to DCI and either paste or type the code into the Verification Code field

10. Click the blue Change Email button and then Yes on the alert pop-up box to confirm

11. The email has been changed when the Email Changed Successfully message is displayed on a green bar

12. If the User Changed Email message template is enabled, the system sends a notification via the DCI messaging module, and depending on settings, via email to the new email address and via SMS text if the user has a verified mobile number.

Users must verify their mobile to be able to receive SMS text notifications. If the mobile is not verified, the notifications will be sent to the email and are available to view in the DCI messaging center. User can add or change their mobile number prior to verifying it. Additionally, after a user verifies their mobile number, the Verify Mobile submenu tab will update to Change Mobile, allowing users to users to update their own mobile number as needed.

1. Log in to DCI

2. Click the username in the upper right-hand corner of the page which is indicated with a person icon

3. Select Settings on the drop-down menu

4. Click Verify Mobile on the submenu 

   1. If the mobile number has already been verified, a green bar will briefly appear with the alert, Your Mobile Number is already Verified and the Mobile field will be grayed out (unable to be edited).

5. Enter (or change) the mobile number

6. Click the blue Send Verification Code button

7. A green banner stating "Your Verification Code is sent. Please check your registered Mobile Number" will appear.

8. The user will receive a verification code via SMS text message. Enter the verification code into the Verification Code field. 

9. Click the blue Verify Mobile button

10. A green banner stating "Your Mobile Number is Verified" will appear briefly

The mobile number is now verified and will receive SMS text message notifications 

1. Log in to DCI

2. Click the username in the upper right-hand corner of the page which is indicated with a person icon

3. Select Settings on the drop-down menu

4. Click Change Mobile Number on the submenu

5. Enter the new mobile number in the New Mobile field

6. Click the blue Update Mobile Number button

7. A green banner stating "Your Mobile Number is updated. Please verify mobile number" will appear 

8. Click the blue Send Verification Code button

9. A green banner stating "Your Verification Code is sent. Please check your registered Mobile Number" will appear.

10. The user will receive a verification code via SMS text message. Enter the verification code into the Verification Code field. 

11. Click the blue Verify Mobile button

12. A green banner stating "Your Mobile Number is Verified" will appear briefly

The mobile number is now verified and will receive SMS text message notifications 

1. Log in to personal profile

2. Click Settings (person icon next to the username in the upper right corner of the main menu)

3. Click Settings on the drop-down menu

4. Click Change Username on the submenu

5. Current username is visible

6. Enter New Username

7. Click the blue Change Username button and then Yes on the alert pop-up box to confirm

8. The username has been changed when the Username Changed Successfully message is displayed on a green bar