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Signing in and account safety

Sign in securely, set up verification and passkeys, and understand what your role lets you do.

9 articles Last updated June 14, 2025
Signing in to ClinyPal
What to expect when you sign in, including email verification codes and what happens if your account is locked.
Reset your password
Get back into your account when you've forgotten your password.
Your account is temporarily locked
Why ClinyPal locks an account after repeated failed sign-in attempts, and what to do about it.
Set up two-factor authentication
Add a second step to signing in, using an authenticator app, so a password alone isn't enough to get into your account.
Why you're asked to confirm your password again
Some changes ask you to re-enter your password or confirm with a passkey, even though you're already signed in.
Require 2FA for your whole team
Make two-factor authentication mandatory for everyone, and control how long an inactive session stays signed in.
Sign in with a passkey
Set up a passkey to sign in with your device's fingerprint, face, or screen lock instead of a password.
Set patient privacy defaults
Control how much patient information appears in browser titles, notifications, and records after a deletion.
Understand your role and what it allows
See what each security role can access, so you assign the right level to each person on your team.

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

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