How-to update Login details:
- Krystal Ratukore (Unlicensed)
Should the client wish to change any of their login details and settings, they can simply click the Forgot? text as shown below:
Once a reset password link has been sent to the Client, they will need to work through step 1 above. An example of the reset password link email is shown below:
Note: Here is a guide to show you where you can edit/update the system emails sent to the client - the one for Client Reset Password email is the Client Reset Password.email.html
System Emails
When they click the Reset Password link
Clients will see this dialogue when they click the Reset Password link:
Again, the system will automatically prefill the clients email address into the Login Code field, though this can be edited by the Client if they wish.
The Client will then work through step 1 above to update their login details.
Note: If 2FA has been set by the Client, here is a guide to help them with this process:
Resetting a Client Login (including if using 2FA)