by Carolyn Rothwell on June 7, 2016

Set Your Session Timeout Duration in Silver Online


Session timeouts help protect data when you leave your computer unattended by logging you out of the system so information cannot be viewed without the proper login credentials. Twenty minutes is a common standard for a session to timeout, and that was the default session timeout for Silver Online, which until recently was hard-set. 

We know advisors are often interrupted, and twenty minutes can go by with a phone call, an email or two, or just a search to find supporting materials. To improve your planning experience, Silver Online will now allow program administrators to change the session timeout duration. The new default will be fifteen minutes, but now the system will allow this session timeout to be customized to best suit your needs. 

The maximum session timeout duration is sixty minutes. If you are working on your personal computer at the office or at home, you should feel comfortable increasing your session timeout duration. However, if you work from shared or public computers help ensure your client data is protected by maintaining a shorter timeout duration.

If you are an administrator, you will have an Administration tab on the top menu. Select the Password Policies tab. Here you will find the option to change the session timeout duration.Enter the desired timeout session in minutes. Save your session timeout by clicking [Update]. This will apply to all user accounts for within the company. 
 
Silver Online Password Policies
 
Password Policies also includes a password reset requirement. When enabled, the administrator can set the maximum number of days that a password is valid. After this number of days, users will have to change their passwords for Silver Online.

Log in to Silver Online to adjust password policies: 
 
Login to Silver Online


Do you have a question about Password Policies in Silver Online? Call toll free 877.421.9815 ext 0 or send a support request for assistance. 


 

Start your 30-day free trial of Silver

 

Subscribe to Email Updates

Recent Posts

Planner Guides

Check out our free informational guides for advisors including:
  • Fundamental Financial Planning Interview Guide 
  • Making the Most out of Planning Engagements
  • Social Security: Choices Opportunities, and Decisions
  • Understanding Medicare Fundamentals

Popular Posts

Carolyn Rothwell

Carolyn enjoys spending her time building Money Tree Software's brand and products. Her experience creating and delivering financial plans for a full-service financial planning firm and supporting advisors working to provide the best planning to their clients as a Money Tree support member has provided an excellent understanding of the importance of financial planning.