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Home/Knowledge Base /Staff/Managing staff members/Changing a password

Changing a password

  • Last modified: 29 November, 2019
  • Categories: Managing staff members, Account management, Client profile

Staff members can change other clients’ and staff members’ password.

To learn how to change your password as a client, see Client Web App: Changing your password.

To learn how to reset a forgotten password, see Resetting a forgotten password.

NoteStaff members must be assigned to a staff role with the Manage staff profiles and Manage client profiles permissions to perform these actions. For more information, see Staff role permissions.
NoteYou cannot change a staff member’s password if they also belong to a different business.

In this article:

    To change a staff member’s password:

    1. Click the App Drawer button .
    2. In the App Drawer, click Setup.
    3. On the Setup menu, click Staff.
    4. On the Staff menu, click Staff Members.
    5. In the list, click the staff member you want to modify. You may have to browse the list, use the Search option, or filter the list to find the staff member.
    6. In the General tab, in the Password box, click Change.
    7. In the New password box, enter a new password.
    8. In the Re-enter password box, enter the new password again.
    9. Click SAVE.

    To change a client’s password:

    1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
    2. In the list of clients displayed, click the client’s name.
    3. On the side menu, click Profile Details.
    4. Under PASSWORD, on the right side of the box, click Change.

    1. Under PASSWORD, enter a new password.
    2. Under RE-ENTER PASSWORD, enter the new password again.
    3. Click UPDATE ACCOUNT.
    Tagged: Change a passwordChanging a client's passwordChanging a staff member's password
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