Benefits and Need to Know

Need to Know

• TMC can reset

• passwords with appropriate permissions

• Client can reset

• passwords with appropriate permissions

• • Please click link for further information around Partner Dashboard/Console Admin Permissions 

How to Reset Password

The below steps will guide you through resetting a password

• Click Users Tab

• Click Single User Activation

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Enter search criteria for account

• Select Basic Search or Advanced Search

  • Advanced Search allows you further profile fields to search from

• First Name:

• Last Name:

• User Name:

• Email:

• Employee ID:

• Account Type:

  • End User: User profiles

  • Support:User profiles designated as support

• User Status:

  • Show only manually added users

  • Show only inactive users

• Helpful Hint:  You can use one or more of the search fields above. Due to the many ways to spell a first or last name you can actually search for partial names. Few examples below

  • First initial of first name and first initial of last name

  • Partial first name

  • Partial last name as in example in below screenshot. I am searching for the last name Never but searching only by Nev.  The system will present any last name starting with Nev.

  • Partial email address

  • Search by only Active Users, to narrow down profile returned to only active accounts

  • If you know there are fewer than 200 user accounts you can leave all search options blank and click

• • search

• Show only manually added users:  Narrows search to only manually created users

• Show only inactive Users: Narrows search to only inactive accounts

  • If you know there are fewer than 200 user accounts you can leave all search options blank and click

• • search

Note: Show only inactive users will be automatically selected, you will want to deselect this option to look for those accounts which are active

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• Click

• Search

Search Results

• Click

• Add to the left of the user account

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• User account will move down to Selected Results

• You can continue to search for further accounts and add to the Selected Results section

• Click

• Continue

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• Activate Account: 

  • Password Options: 

    • Have system generate random password:  System will generate an activation email, and will force the client to reset their password upon their initial login

    • Pre-defined password for user:  You can select this option if you would like to define the password for the user.  You would then need to provide the password to the user.  

      • Force user to change password on first login: It is recommended to check this box if you are manually setting the password for the user.

Note:  System generated passwords are recommended for security. Unfortunately you may have users that are having difficulties logging in and are becoming frustrated.  Therefore you have the option of Pre-defining a password. Predefined passwords can also be used when creating test accounts.

• Click

• Activate Now

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• User tab will be redisplayed — Password Reset successful!!

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Note: If the user indicates they have not received the password reset email, please have them check their email junk or deleted email folders.