How to update a client user's password

There are two methods for updating a client user's password if they've lost it. 

First, hover over the user tile, then click the pencil icon on the left. From the dropdown, select Edit Profile.


Then, simply input a new password and click "Save". You can optionally use the "Generate" button to have the system automatically create a strong password. If you'd like to send the credentials to the client user, you can optionally select "Yes", under "Email Credentials to User". When you hit save, the credentials will automatically send out.

The second option can be utilized by either you or the client themselves. First, navigate to the custom white labeled URL for your company, then select the "Forgot Password" option and follow the prompts.

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