Changing A Client's Password

If a client is having trouble resetting their password or are not able to access the internet to change the password themselves, office managers or admins can change a client's password for them.

Navigate to the client's profile and click the blue Quick Actions menu on the right hand side of the screen. Then select "Change Client's Password".

screenshot of Quick Actions menu with change client's password highlighted with a red box

The "Change Client Password" window will open. First, input your account password, then input the new client password and confirm the new client password in the next field before selecting the blue "Change Client's Password" button to complete the process.

Note: This will not send the client a notification and their old password will no longer work.

change client password popup window with admin password and new client password entered and red arrow indicating change client's password button to complete

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