This section covers how a client portal user can use the "forgot password" function on the login page to:-
- Set their password for the first time
- Reset their password
The following prompt will appear:-
At the prompt enter the portal user code and email address stored on that user profile, then click “Send Request”.
If the user code and email address are not a match, the following error will appear:-
Please check the portal user code and email address to ensure they match.
If the portal user code and email address match, you will receive this message:-
An email with a link to set the password will be emailed to the email address stored on the portal user. Check you emails and click on the link.
Tip: Some emails may end up in junk mail.
After clicking the link, re-enter the portal user code and email address and click “Verify User”. If the portal user code and email on their profile match, you will be asked to create a password.