Settings
Review security settings
Add passkeys, review admin access, and build a simple security habit for protecting customer and billing data.
Security settings help protect your account and your customers' information.
Use this guide when you are setting up your own sign-in method, reviewing who has sensitive access, or removing access for people who no longer work with your facility.
What you will accomplish
By the end of this guide, you will know how to:
- Open Security settings.
- Add a passkey when your device supports it.
- Understand what a passkey is.
- Review team access and admin access.
- Build a simple security review habit.
Before you start
- Use your own account. Do not share sign-in links or devices with another staff member.
- Have the device you normally use for work, such as your laptop or phone.
- Know your device unlock method, such as Face ID, Touch ID, Windows Hello, a PIN, or a security key.
- Review Team permissions if you need to remove staff access or change admin access.
Open Security settings
Go to Settings > Security.
The page title is Security.
Understand passkeys
A passkey lets you sign in using your device instead of typing a password.
Examples include Face ID, Touch ID, Windows Hello, your phone screen lock, or a physical security key.
Passkeys are safer because they are tied to your device and are much harder for someone to steal with a fake sign-in page.
Add a passkey
- Find Passkeys
On Settings > Security, find the section named Passkeys.
- Click the add passkey button
Click the button to add or create a passkey.
The exact wording may depend on your browser and device.
- Follow your device prompt
Your device may ask you to use Face ID, Touch ID, Windows Hello, your computer PIN, your phone, or a security key.
Follow the prompt shown by your device or browser.
- Confirm it appears in the Passkeys list
After setup finishes, return to the Passkeys section and confirm the new passkey appears.
Expected result
You can use the passkey for faster, safer sign-in on that device.
Review admin access
Passkeys protect your own sign-in. Team permissions protect the facility.
- Open Team settings
Go to Settings > Team.
- Review who has admin access
Look for teammates with admin access or broad permissions.
Admins may be able to change billing, settings, team access, and other sensitive information.
- Remove access that is not needed
If someone no longer needs admin access, reduce their permissions.
If someone left your company, remove their access.
Use a simple security checklist
- Each staff member should use their own account.
- Owners and managers should add passkeys where possible.
- Admin access should be limited to trusted people who need it.
- Remove access the same day someone leaves your company.
- Review team access at least once per month.
- Do not forward sign-in links to another person.
Troubleshooting
What to do next
If you are setting up a new team, ask each owner or manager to add a passkey. Then review Team permissions so staff have only the access they need.