Soft Key Setup. The new soft key user must firstly download the CPOMS Authenticator app to their chosen device i.e. smart phone, tablet or ipad.

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1 1. Download the App Soft Key Setup The new soft key user must firstly download the CPOMS Authenticator app to their chosen device i.e. smart phone, tablet or ipad. You can find the CPOMS Authenticator app by searching the name in your app store, or by using one of the below hyperlinks:- Itunes Google Play To complete the process, the new soft key user must be present with their chosen device 2. Log in to your CPOMS Account Once you have downloaded the app, please log in to your CPOMS account (on a separate device to the App). If you already have a key please log in with it. When using CPOMS for the first time you will need to request an initial password to log-in by clicking on the Forgotten your password or using CPOMS for the first time? option. Once you have logged in to CPOMS, click on the Account Settings section (Along the top bar), and then into the Security keys tab, to the left-hand side of the screen. Here you will see a sub-heading for the CPOMS Authenticator. Firstly, enter a name for this device, (i.e. My ipad/ iphone) and then click Add new device. This will then bring up a QR code for you to scan via the App within you re App device, by simply pointing the camera at the on screen QR code. Page 1 of 6

2 Once the app has scanned the QR code successfully it will begin to generate a 6-digit code which means the app is now linked to your CPOMS user account. Below the code there is a 30 second time bar which indicates how long is left before the code refreshes. 3. Elevate your Access Next, within CPOMS, click back to the Dashboard and click the Elevate your Access option (which will now appear in the top right-hand corner) of your screen. This will take you to a new screen which asks for your authentication code, simply go back to your CPOMS authenticator app and press the Send code to CPOMS button, or you may type in the code. Once you have elevated your access, key access will take effect fully. Page 2 of 6

3 Note:- Permissions Access permissions are set by the User Group the user has been placed in. To check your user group permissions, please navigate to the Admin area > Users tab. Your current user groups will be listed to the left-hand side of this tab under User Groups. To check or edit a user group, simply click into the relevant user group name here or you may create a new one if required under the New Group option. To amend a current user s user group, simply click into their profile from your list of users (at Admin > Users ) and amend their user group within the Permissions section (to the left), and save. If you would like to restrict your key users by class or year group you can switch on group restrictions under Admin > Groups. For help on setting up any of the above please do not hesitate to contact us for assistance on or ServicePoint@cpoms.co.uk Page 3 of 6

4 Soft Key - FAQs I have got a new phone? If you have a new phone and no longer have access to your previous Soft Key/ App, to set up your new phone you must firstly remove your previous key. An Admin Key Holder in school can remove the key for you, within the Admin section, Users tab and clicking into your/ the users name (into your profile) and to the left Security Keys. Tick I confirm that I have read and understand this notice. And the Remove this users 2FA devices button to remove the key from the users profile. (Screenshot below) Once the previous key has been removed, you may setup a new Soft Key following the original Soft Key Setup instructions (page 1). Please log out and back in before you begin this process. My app is asking me to Scan QR Code? If your app reverts to the Scan QR Code message, you would need to restart the Soft Key Setup. To do so, you must firstly remove your previous key. An Admin Key Holder in school can remove the key for you, within the Admin section, Users tab and clicking into your/ the users name (into your profile) and to the left Security Keys. Tick I confirm that I have read and understand this notice. Page 4 of 6

5 And the Remove this users 2FA devices button to remove the key from the users profile. (Screenshot below) Once the previous key has been removed, you may setup a new Soft Key following the original Soft Key Setup instructions (Page 1). Please log out and back in before you begin this process. I cannot access Security Keys? If you cannot click on the Security Keys tab (within Account Settings ) to set up a Soft Key, it may be that the system thinks you have a key already, if perhaps you started the process before or have got a new phone, or that you have logged in without using your current key. If you still have access to the previous key please click Elevate your access to the top right. If you do not have access to the previous key, you must remove the previous key to start the process again. An Admin Key Holder in school can remove the key for you, within the Admin section, Users tab and clicking into your/ the users name (into your profile) and to the left Security Keys. Tick I confirm that I have read and understand this notice. And the Remove this users 2FA devices button to remove the key from the users profile. (Screenshot below) Page 5 of 6

6 Once the previous key has been removed, you may setup a new Soft Key following the original Soft Key Setup instructions. Please log out and back in before you begin this process. Page 6 of 6