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Kiosk tablets issue

KELLY PERFETTI 1 year ago in Clients Module updated 1 year ago 3

How are other Procentive customers using the tablets for clients when the come in for their paperwork getting it so that the client can only see their paperwork?  We've noticed that when they happen to back out and click other tabs on the side that they are able to see other clients?  Are you logging clients in differently so that it only brings up the clients information?  Is their a way to prevent clients from seeing other screens other than the paperwork?

Answer

Answer

Hi Kelly!


When you're using a tablet or computer for Kiosking documents to clients prior to their session in office, you should be placing that device in to Kiosk Mode (please see the attached Knowledge Hub article). By doing this, you're ensuring that the client cannot click around in to other parts of Procentive to avoid access to other clients information. 

If you have further questions, feel free to submit a support ticket, we'll be happy to help!

Thank you,

Amanda Kaufmann

Customer Success Manager

Answer

Hi Kelly!


When you're using a tablet or computer for Kiosking documents to clients prior to their session in office, you should be placing that device in to Kiosk Mode (please see the attached Knowledge Hub article). By doing this, you're ensuring that the client cannot click around in to other parts of Procentive to avoid access to other clients information. 

If you have further questions, feel free to submit a support ticket, we'll be happy to help!

Thank you,

Amanda Kaufmann

Customer Success Manager

A client should not be able to see another client's information - that is part of the security logic of the kiosks.  Here are two possible scenarios to consider:  1) If the previous client did not click all the way through to submit their final form, the next client may see their last form still sitting open on the kiosk, and 2) you may need to check autofill properties on your kiosk machines and make sure none of your fields are holding data from the last entry.  

we do have our devices in the Kiosk Mode and if they back out they are able to click for example clients and all of the clients are listed. I did see the knowledge hub and this is how it is set up.