Admin Guide to Resetting User Passwords

Admin Guide to Resetting User Passwords

Overview

There are 2 different ways that a User Password can be reset. Either you can reset the user password manually and notify them of their new password or you can send the user an email to prompt them to reset their own password.
Note: Admins can also set password expiration and minimum password requirements. This can be configured in Company Profile > System Setting. The default for new companies is no expiration and 8 characters, mixed case and at least 1 number for the password requirements.

Prerequisites

In order to begin the process you will need to have the following: 

  1. Administrative access to the Field2Base Admin Portal (with the ability to modify User accounts)
  2. User account information

Once you have everything recommended in this section, continue with the process of resetting the user's password. 


Resetting a User Password

  1. Log in to the Portal (https://admin.field2base.com/)
  2. Click on the Admin tab from the Admin Portal navigation bar then select Users from the drop-down menu. 
  3. Click the Edit button next to the User account.
  4. As an Admin you can enter the new Password.
  5. Click Update.
  6. Provide User the updated Password you have given them or the specified password they wanted. 

Sending a Reset Password Email

  1. Log in to the Portal (https://admin.field2base.com/)
  2. Click on the Admin tab from the Admin Portal navigation bar then select Users from the drop-down menu. 
  3. Click the Edit button next to the User account.
  4. Check the box to Auto-generate a temporary password. The Send Login Credentials checkbox will automatically be checked.
  5. Click Update button on User profile account. This send an email to the user with their Company ID, Username and Password.
  6. The User will need to log in to the Portal. They will then be prompted to change their password.
  7. The User will need to enter a New Password, Confirm the Password and then click Update. 


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