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nameReset Password User Account.pdf

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Overview

Password On this page:

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Overview

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

Table of Contents

Need to Know

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Need to Know

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Need to Know

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  • TMC can reset a user’s password with appropriate permissions

  • Client can reset a user’s password with appropriate permissions

    • TMC must provide Deem Partner Dashboard Access

      • Permissions

        • User Manager: Allows individual to manually create/deactivate/reset password as well as update profiles

Where to update Profile Fields

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Benefits and Need to Know

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How to Reactivate User Account

  • Log into Deem Partner Dashboard

  • Access client’s site

  • Click on Users Tab

  • Click on Single User Activation

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Enter search criteria for account

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Select Basic Search or Advanced Search

  • Advanced Search allows you further profile fields to search from

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First Name:

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Last Name:

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User Name:

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Email:

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Employee ID:

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Account Type:

  • End User: User profiles

  • Support:User profiles designated as support

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User Status:

  • Show only manually added users

  • Show only inactive users

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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 on search

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

Show only inactive Users: Narrows search to only inactive accounts

Please access Partner Dashboard/Console Admin Permissions for further information.

Activate single user or reset password

To activate a single user or reset a password:

  1. From the Partner Dashboard home page, select Settings in the Edit Site column for the site that needs updating.

  2. On the Users tab, select Single User Activation.

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  3. Enter search criteria for account/user(s). Partial information can be entered in the search.

  4. Optionally, select Show only manually added users to narrow search to only manually created users.

  5. Optionally, select Show only inactive users to narrow search to only inactive accounts. Deselect this option to reset the password of an active account.

  6. Select Search.

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

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search

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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 on Search

  • Under Search Results

    • Click on 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 on Continue

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Activate Account: 

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.

  1. In Search Results, select Add to move the user for activation or password reset to the Selected Results list.

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  2. Continue to add users to Selected Results until all users are listed to send an email for activation or password reset. Select Continue.

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  3. Select from the Password Options.

Have system generate random password:

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System generates an activation email

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and will force the client to reset their password upon their initial login.

Pre-

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define password for user:

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 Select this option if you would like to define the password for the user.

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Enter the defined password in the Password field and then re-enter it as prompted. Ensure you provide the defined password to the user.

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Force user to change password on first login:It is recommended to

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select this

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if you are manually setting the password for the user.

Note:

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System generated passwords are recommended for security

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, however, you have the option of

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pre-defining a password

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Click on Activate Now

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

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, if necessary.

  1. Select Activate Now.

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    The User tab redisplays upon a successful activation or password reset. If the user indicates they have not received the password reset email, please have them check their email spam, junk, or deleted email folders.