OTP Verification Process& Verification Workflow

not live applies to leads view, enrollments dashboard & payroll dashboard supported cornerstone, compeo, peopaygo, and coguardhr clients system januscrm only overview otp (one time passcode) verification confirms a customer’s identity before completing sensitive actions such as enrollment, reinstatement, or payroll related updates when verification is triggered, the system sends a 6 digit code to the selected contact via email sms (if a mobile number is available) important timing rules the code expires in 10 minutes once successfully verified, the client/contact remains verified for 1 hour security pin is no longer used part 1 leads view (lead card) this is the most common location for verification where to find verification on the lead card action bar, click verification verification status not verified button appears neutral tooltip “not verified — click to verify ” verified button turns green tooltip shows last verified time contact verified verification expires 1 hour after completion verification automatically resets after 1 hour how it works (leads view) click verification select the contact a 6 digit code is sent enter the code in the verification window that the client provides you the lead status updates to verified please consult with your manager regarding how client interactions should be handled and the appropriate steps to take in different scenarios to get the client verified verification codes must only be sent to individuals listed contacts on the client’s account as authorized representatives under no circumstances should a code be sent with anyone who is not officially documented as an approved contact part 2 enrollments dashboard verification can also be initiated directly from the enrollments table where to find it enrollments → currently enrolling → locate client row → click options → select send security code process confirm the action select the contact code is sent enter the 6 digit code lead becomes verified verification rules remain the same code valid for 10 minutes verified status valid for 1 hour part 3 payroll dashboard (payroll card) verification can also be triggered directly from the payroll dashboard within a client’s payroll card this ensures identity confirmation before processing payroll related actions where to find it payroll dashboard → open client payroll card → click verify client how it works (payroll dashboard) click verify client select the contact the system sends a 6 digit code enter the code in the verification window the client is marked as verified the same timing rules apply code expires in 10 minutes verification remains active for 1 hour if verification expires, it must be completed again before proceeding email & sms notifications when verification is triggered from any location, the selected contact receives email a branded cornerstone peo email containing greeting with contact name 6 digit verification code 10 minute expiration notice instructions to provide the code to their representative safe ignore message if not requested the email appears in english or spanish based on contact preference sms if a mobile number exists, a text message is also sent including the 6 digit code reminder that it expires in 10 minutes (screenshots pending) important rules code expires after 10 minutes a new request invalidates any previous active code successful verification lasts 1 hour verification must be completed again after expiration if the contact did not request verification, they can ignore the message summary otp verification can be initiated from leads view (lead card) enrollments dashboard payroll dashboard (payroll card) all identity confirmation is handled through otp via email and sms please review the workflow and expectations for the otp feature with your manager before using it with a client to ensure proper handling and communication reminder this feature is only intended for use with cornerstone, compeo, peopaygo, and coguardhr clients how to submit an it help desk ticket 📌 tip see https //kb getjanus io/how to submit a support ticket for detailed instructions 📚 quick reference need help with terminology? check our https //kb getjanus io/januscrm glossary and acronym index for definitions of all terms used in this documentation