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How to Manage the User's Login Information
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To view the user's login information
- While on the user record, click Login Information on the left side menu.
To edit the login information
- Click the Edit icon
on the Login Information section.
- Make any desired changes.
- Click Save.
To change the user's password
- As an admin, two ways are provided to help you change a users password, and both results are emailed to the user.
- Click Change Password on the Password section.
- To let the computer randomize the password, make sure the Generate Random Password slider is On, which is the default position.
- Note: Nothing else needs to be done but to click the Save button.
- To set the password manually, turn the Generate Random Password slider to the Off position, and enter the temporary word in both the Password and Confirm Password fields.
- Note: This is temporary because the user will be asked to reset their password the first time they log in after this reset.
- Click Save.
