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How to Manage the User's Login Information

To view the user's login information 

  1. While on the user record, click Login Information on the left side menu.

To edit the login information

  1. Click the Edit icon Edit_Icon.jpg on the Login Information section.
  2. Make any desired changes.
  3. Click Save.

To change the user's password

  1. As an admin, two ways are provided to help you change a users password, and both results are emailed to the user.
  2. Click Change Password on the Password section.
  3. 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.
  4. 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.
  5. Click Save. 
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