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Use this screen to set when dashboard users must sign in again, and to decide who can change usernames and names.

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Where to find it

In the admin, click the Settings gear in the top bar. In the Settings sidebar, under Company, select Login & Identity.
Your role needs these permissions, as named on the Roles screen:
  • At least View only for Company Settings, in the Settings card on the role’s Permissions tab, to open this screen.
  • Full access for Company Settings to change any setting on it.

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What’s on the screen

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Session duration

This card sets how long an admin’s dashboard session lasts before it expires and they must sign in again. It applies only to your company’s admins. Reps who sign in to the dashboard keep the platform default session length.
  • Hours: a whole number from 1 to 720. 720 hours is 30 days. Leave the field blank to use the platform default session length.

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Username and name switches

Below Session duration, two cards each hold a switch. Both switches are on by default.
  • Allow users to edit their username: when it’s off, only admins can change usernames. Users still see their username on their profile but can’t change it.
  • Allow users to edit their name: when it’s off, only admins can change a user’s first or last name. Users still see their name on their profile but can’t change it.
Save at the top of the page saves only Session duration. The switches save as soon as you turn them on or off.

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Set the session duration

1

Enter the hours

In the Session duration card, type a whole number from 1 to 720 in Hours. To use the platform default session length instead, clear the field.
2

Save the change

Click Save at the top of the page. Save becomes available once you change the value. A confirmation message appears when the change is saved.
If you enter a decimal, or a number below 1 or above 720, a message appears under the field when you click Save, and nothing is saved. Pressing Enter in the field doesn’t save the change.

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Turn username or name editing on or off

1

Find the switch

Go to the Allow users to edit their username card or the Allow users to edit their name card.
2

Turn the switch on or off

Turn the switch on to let users edit their own username or name. Turn it off so only admins can change it.
The change saves right away, and a confirmation message appears. You don’t need to click Save. If the change can’t be saved, an error message appears and the switch goes back to its previous position.