Har naye login ko banate hi ek Action PIN milta hai; ye PIN delete, refund, role badalna jaise guarded kaamon par poocha jaata hai. User ke account me email ho to PIN email bhi hota hai (popup me "emailed to …"), warna "show-once (no email on file)" — web form me email field nahi hai, isliye aksar sirf popup hi rasta hai. PIN ban hi na paaye to user bhi nahi banta ("Could not generate PIN — user creation rolled back") — dobara try karo. Agar clinic me Action Guard pehle kabhi set nahi hua tha, to pehla PIN bante hi wo apne aap ON ho jaata hai (patient edit/delete, bill cancel, payment delete/refund, role change par PIN). Mobile app se user banane par PIN screen par nahi dikhta — tab Action Guard me "Re-issue PIN" se naya PIN do.
Naye user ka Action PIN kahan dikhta hai, miss ho gaya to?
Web par "Create User" ke turant baad "✓ STAFF ADDED" popup me us user ka Action PIN bade akshar me dikhta hai — "📋 Copy PIN" se copy karke staff ko WhatsApp / kaagaz par do, phir "Done — PIN saved". Ye PIN sirf ek baar dikhta hai. Miss ho gaya to Setup → Admin → Users & Policy → Action Guard se naya PIN issue karo.
Where in ORALZY: Setup → Admin → Users & Policy → User Management · Setup → Admin → Users & Policy → Action Guard
Quick steps
- "Create User" ke baad popup me PIN dekho
- "📋 Copy PIN" dabao aur staff ko bhejo
- "Done — PIN saved" dabao
- PIN kho gaya to Setup → Admin → Users & Policy → Action Guard me "Re-issue PIN" dabao