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Benefits and Need to Know

Need to Know

• TMC and 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.

• On the Users Tab, select Single User Activation.

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Enter search criteria for account.

• 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.

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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.

• 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.

• 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.