Reset Passwords for Users 

Any User with an “Administrator” role, and any User with a role that includes the “Manage Users” permission, can reset a password for other Users. (See Roles below.)

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Only your service provider can reset a password for a Master Administrator User who has been locked out of the system due to excessive failed login attempts.

Follow the steps below to reset a password for a regular User in your account:

  1. Locate the user in the Users dashboard table. Open the User Record in edit mode by clicking the Edit button then clicking the “Edit User Information” link, or by clicking the linked First name or Last name of the user.

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  2. In the Account Access section of the Edit User screen, click the “reset password” link.

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  3. A pop-up window will appear asking you to confirm that you want to reset the password. Click “OK” to continue, or “Cancel” to leave the password as is.

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  4. Another pop-up window will appear confirming that the password has been reset. Click “ok” to return to the Edit User screen.

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  5. The User’s previous password will now be invalid. The User will receive an email with a link that will enable them to reset their password.

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The password reset link in the email is valid for only 72 hours (3-days).

If the link is not used in that time frame, it will be deactivated and the password will need to be reset again.

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Users can change their own password from the Settings--> Configuration--> Account Access screen.

They can also re-set a forgotten password by clicking the “Forgot Password?” link from the login screen if Security Questions have been set. (See Resetting a Forgotten Password in Chapter 2 for instructions.)

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