Customizing session timeout

This article walks through controlling how long you are inactive for on the platform before being automatically signed out. Customize the length of your session timeout to best suit your needs and ensure you can continue talking to clients or writing notes on the platform without worry of losing your page or being logged out.

Step 1. Settings > Security

• To view or make changes to your profile, select Settings in the top navigation bar
• Select the Security tab

Step 2. Edit Session Timeout

• Select Edit next to the Session Timeout option
  • The default Session Timeout is 30 minutes
• Change your session timeout based on your preferences by using the Timeout dropdown
  • You can select from 15 minutes, 30 minutes, 1 hour, 2 hours, 4 hours, or 8 hours
  • The time you choose will control how long you can be inactive for on the platform before being automatically signed out
• Select Save to save your session timeout settings

• Once saved, you will see a notification indicating the change has been updated
  • The Session Timeout you have selected will persist until the setting is changed once more