Articles on: Checklists

Require PIN code before signing a checklist

Overview: PIN code before signing a checklist


PIN-to-sign requires each user to enter a personal PIN before Completed by, Accepted by, or Approved by, which is used on projects that need an extra signing control.


The company must have the SecurityModule.


  • Your role can be any user to set a personal PIN. Enabling the project setting requires Project Owner or Admin, and the company SecurityModule.
  • You can find your PIN at profile - MFA settings - PIN for signing checklists, and the project toggle at Settings - Advanced - Security.
  • This changes signing on PIN-enabled projects. It does not change checklist line item data.


Enable PIN-to-sign only if your company has the SecurityModule.


What CxPlanner does with signing PINs


  • Stores your personal PIN with the same hashing method used for passwords
  • Shows a Signing PIN field in the signature modal on PIN-enabled projects
  • Verifies the PIN before processing the signature
  • Locks PIN entry for 15 minutes after 5 incorrect attempts
  • Sends a security email when you set or remove a PIN


Requirements for PIN signing


Requirement

Description

Company plugin

SecurityModule enabled

Enable on project

Project Owner or Admin - Settings - Advanced - Security

Personal PIN

4 to 12 digits, numbers only, set on your profile

Sign with PIN

Any user with signing access on the project


Action

Who can do it

Enable PIN-to-sign on a project

Project Owner or Admin (company must have SecurityModule)

Set or remove a personal PIN

Any user on their own profile

Sign a checklist with PIN

Any user with signing access on the project


How to set your PIN


  1. Click your profile picture or name in the top-right corner.
  2. Go to Profile - MFA settings.
  3. Expand PIN for signing checklists.
  4. Enter a numeric PIN (4 to 12 digits, numbers only).
  5. Re-enter the PIN in the Confirm PIN field.
  6. Click Set PIN.


You receive a security email confirming the PIN was set.


Screenshot: Require PIN code before signing a checklist - Setting your PIN


How to sign a checklist when PIN is required


  1. Open the checklist and click the signing button, for example Completed by, Accepted by, or Approved.
  2. Enter your PIN in the Signing PIN field above the signature area.
  3. Draw or confirm your signature as usual.
  4. Hold the Hold to Save button to finalize.


If the PIN is wrong, CxPlanner shows Invalid PIN and the signing does not go through.


Screenshot: Require PIN code before signing a checklist - Signing a checklist when PIN is required


How to sign in bulk with a PIN


When you bulk approve multiple checklists, the same PIN field appears in the signature modal. Enter your PIN once for all checklists in the batch.


How to remove your PIN


  1. Go to Profile - MFA settings.
  2. Expand PIN for signing checklists.
  3. Click Remove PIN.


You receive a security email confirming the PIN was removed. After removal, you cannot sign on PIN-required projects until you set a new PIN.


How to enable PIN-to-sign on a project


  1. Open the project and go to Settings - Advanced.
  2. Scroll to the Security section.
  3. Toggle Require PIN to sign checklists on.


Users without a PIN see a message to set one on their profile before they can sign.


Screenshot: Require PIN code before signing a checklist - Enabling PIN-to-sign on a project (Admin)


Results: PIN signing


  • The PIN is personal to your account and shared across all PIN-required projects
  • Nobody at CxPlanner or your company can see your PIN
  • After 5 incorrect attempts, PIN entry locks for 15 minutes
  • The project toggle is visible only when SecurityModule is active


Troubleshooting: PIN signing


Problem

Cause

Solution

PIN field missing when signing

Project toggle is off, or company lacks SecurityModule

Ask a project Admin to enable Require PIN to sign checklists, or ask a Company Admin about SecurityModule

Invalid PIN message

Wrong PIN entered

Re-enter the numeric PIN, or remove and set a new PIN on your profile

Locked out of PIN entry

Five incorrect attempts

Wait 15 minutes, then try again

Message says set a PIN before signing

No personal PIN on your profile

Go to Profile - MFA settings - PIN for signing checklists and set a PIN

Cannot sign after removing PIN

Project still requires a PIN

Set a new PIN on your profile

PIN toggle missing in project settings

SecurityModule is not enabled for the company

Ask a Company Admin or CxPlanner support to enable SecurityModule

Updated on: 07/26/2026

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