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nameReset Password User Account_08AUG2318AUG23.pdf

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Overview

Password Single user activation or password resets can be completed through the Deem Partner Dashboard with appropriate permissions.

...

Need to Know

Benefits and Need to Know

Need to Know

  • TMC and client can reset passwords with appropriate permissions

Client can reset passwords with appropriate permissions

 

    • .

Reset Password

How to Reset Password

The below steps will guide you through resetting a password

Click

  • On the Users Tab

Click

  • , select 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

    • for the user or users you need to deactivate. You can search by partial information. For example, if you were looking for the last name of Never, enter Nev. Deem conducts a similar name search for all fields.

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

    • Show only inactive Users: Narrows search to only inactive accounts. Un-check box if you are resetting the password of an active account.

    Note: 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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    • Select Add in the Search Results list to move the name to the Selected Results list.

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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

    • Image RemovedActivate Account: 

    • .

    • Once all user are looking to send activation/password reset email in the Selected Results list, select Continue.

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    • 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

    • Select Activate Now

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    • User tab will be redisplayed — Activation/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 spam, junk or deleted email folders.