Security questions add an extra level of security for your clients by providing a way to easily verify their identity. For example, when resetting a password, the system will prompt the client to select their security question and enter the answer before creation of a new password.

You can configure security questions at Configuration () > System Settings > Security Questions.

Configuring Security Questions #

You must configure security questions in the Admin Area before they become available in the Client Area.

Adding Questions #

To add a new question, type in the available text box and click Save Changes. This will add the security question to the system.

The system prompts clients to choose and answer a security question when registering, modifying their account password, or requesting a new password.

Below are some suggestions for security questions:

• What was the house number and street name you lived in as a child?
• What were the last four digits of your childhood telephone number?
• What primary school did you attend?
• In what town or city was your first full-time job?
• In what town or city did you meet your spouse or partner?
• What is the middle name of your oldest child?
• What are the last five digits of your driver's license number?
• What is your grandmother's (on your mother's side) maiden name?
• What is your spouse or partner's mother's maiden name?
• In what town or city did your parents meet?
• What time of the day were you born? (hh:mm)
• What time of the day was your first child born? (hh:mm)

Disabling Questions #

To disable security questions, delete all of the questions that appear in the list. You can only delete questions that are not currently in use.

Setting Up Security Questions in the Client Area #

After you have configured security questions for the installation, users can set up their own questions and answers.

Add a New Question #

To set up a security question for a user:

1. From the Client Area, go to Hello, Name! > Security Settings.
2. Select one of the security questions from the list.
3. Enter the answer in the text box.
4. Click Save Changes.

Update a Question’s Answer #

To change the selected security question and answer on the client account:

1. From the Client Area, go to Hello, Name! > Security Settings.
2. Enter the answer for the existing security question.
3. Select a new security question from the list.
4. Enter the answer in the text box.
5. Reenter the answer in the confirmation box.
6. Click Save Changes.

Remove A User’s Security Question #

You can remove an individual user’s security question by disabling it. This will allow the user to set a new security question.

To remove (delete) an individual user’s security question:

1. Log in to the Admin Area.
2. Visit Clients > Manage Users.
3. Locate the required user and click Manage User.
4. Set Disable Security Question to Yes.
5. Click Save.

Last modified: June 14, 2024