Help Center
Cancel
Home
Help Center
Signing in and account safety
Signing in and account safety
Sign in securely, set up verification and passkeys, and understand what your role lets you do.
11 articles
Last updated June 14, 2025
Sign in to ClinyPal
The sign-in steps, the ways you can sign in, when you're asked for an extra code, and what each sign-in message means.
Sign-in codes by email
Why ClinyPal sometimes emails you a 6-digit code after your password, how long it lasts, how to get another one, and what happens if you enter it wrong.
Reset or change your password
Get a reset link when you've forgotten your password, set a password for a Google or Microsoft account, or change your password while signed in.
Your account is temporarily locked
What locks a ClinyPal account, how long the lock lasts, how to get back in, and what a lock you didn't cause means.
Two-factor authentication with an authenticator app
Turn on authenticator-app codes for your sign-in, keep your backup codes safe, sign in with them, and recover if you lose the app.
Why you're asked to confirm your password again
Some changes ask for your password, or a passkey, even though you're signed in. What triggers it and what to do if it doesn't accept your password.
Clinic-wide security settings
Require two-factor authentication for every user and choose how long an idle session stays signed in.
Sign in with a passkey
Add a passkey so you can sign in with your fingerprint, face or screen lock instead of a password, and remove one when a device is replaced.
Sign in with Google or Microsoft
Link your Google or Microsoft account to your ClinyPal user, sign in with it, and disconnect it again.
Patient privacy settings
Per location: how patient names show in the browser title, what's anonymised after a patient is deleted, and whether invoice and receipt emails go out.
Roles and permissions
The six roles in ClinyPal, the two settings that narrow them for each person, and the full table of what each role can do.
Other categories
First steps in ClinyPal
The calendar and appointments
Let patients book themselves
Working with patients
Invoices, payments and money
Products and inventory
Messaging and campaigns
Notes, forms and templates