Auto sign in uses the location data on your smartphone to automatically sign you in and out when you enter or leave your site’s geofence. To use auto sign in, you need to be using Sign In App Companion for smartphones. Click here to read the companion app section of the user guide.
Once you have Sign In App Companion set up, you’ll then need to configure your site’s geofence. This defines the physical size of your site and creates the boundary where auto sign in/out events will be triggered. From the management portal, go to
Manage > Sites > Select site > Details and select the tab
Mobile sign in
Due to the margin of error with the location data available to smartphones, it’s important that the radius of each site’s geofence is at least 150m. This helps to ensure auto sign in works even when your phone has reduced location accuracy to save battery while apps are in the background.
Sites in close proximity with overlapping geofences will not work with auto sign in. This is due to the way that Apple and Google calculate your position, as it may not register you’ve left a geofence until 20-30 seconds after you leave the physical area.
To use auto sign in each repeat visitor needs to have both
Can mobile sign in and
Can automatically sign in permissions enabled in the online portal.
Manage > Groups > Select group > Companion app to configure the group’s default Companion app permissions. Once you’ve done this, go to
Manage > Groups > Select group > Members and click
Edit all and select
Use group default permissions.
To configure an individual repeat visitor’s Companion app permissions go to
Manage > Groups > Select group > Members search for the member and click
Edit > Companion app.
Now you have enabled the correct permissions for auto sign in, it needs to be turned on for each user in Sign In App Companion on their mobile device. Go to the settings tab (3 horizontal lines) in Companion app and toggle
Enable auto sign in/out ON. You will need to agree to the beta disclaimer to continue.
Auto sign in runs in the background. When you enter the site's geofence an event is triggered and your location is checked. This means Companion app needs to monitor your location even when the app isn’t open. Location permissions for Companion app must be set to ‘always allow’.
To enable location services for Sign In App Companion go to
Settings > Privacy > Location Services, scroll down to
Sign In App and set allow location services to
Always. In the same section ensure
Precise Location is toggled ON.
The steps to enable location services for Companion app are different depending on the phone manufacturer and Android version, but for Android 11 go to
Settings > Apps > Sign In App Companion > Permissions > Location > Allow all the time.
A number of technologies are used to calculate your location, one of these is WiFi. When your phone detects a WiFi network the geolocation of the access point is broadcast helping to determine your position. Enabling WiFi on your device will help ensure auto sign in works effectively. Connecting to the WiFi of your workplace is also really useful to help quickly establish your location.
Now it’s time to start using auto sign in. We recommend testing auto sign in through real-world scenarios leaving and entering your site. For example, auto sign out will only be triggered when you have gone more than 200m past your site geofence for 20 seconds or more, this means testing in close proximity to your site may not have the results you expect. When auto sign in or out is successful you will receive a notification from the app to confirm.
Sometimes for reasons outside of your control, auto sign in might not trigger (such as poor location data or a weak internet signal). If this happens it’s important to remember to open Sign In App Companion and manually sign in or out. It’s also worth checking if you have location services set to
Always allow, WiFi enabled, and a strong network connection.
Scheduled reminders allow you to set times to be reminded to sign in and out. When auto sign in or out is successful any reminders of the same type are cancelled for the rest of the day, this means you should only get notifications if auto sign in / out was not successful. To set up scheduled reminders, open Companion app, tap the settings tab (3 horizontal lines) and scroll down to scheduled reminders.
Not having accurate geolocation data is one of the most likely reasons why auto sign in / out will fail. Companion app uses your smartphone’s location data for auto sign in, if this data isn’t accurate it’s not possible to complete the sign in / out. Opening Google or Apple maps can give you a good indication of how accurate the location data is for your device. As you keep the maps app open you should see the blue circle decrease in size as the device gets more accurate location data.
Auto sign in works in the background when the app isn’t open. Most smartphones use battery optimisation to ‘terminate’ apps running in the background, particularly when the device is running low on battery. It’s important to ensure battery optimisation is turned off on your smartphone.
If you are having ongoing problems with auto sign in, please email firstname.lastname@example.org and we can help with some advanced troubleshooting.