If an individual within your JR Plus system has forgotten their password or requires it to be reset for accessing portals, you can action a Reset Password Process to allow them to choose a new password via a link within an email.
Required: Reset Password Email Preferences
For this option to function properly it may require configuration within your System Preferences
Reset Password from User Profile
- Locate the Party Record that requires a Password reset via Search or within the Community menu options that are available:
- Next, Edit the Party Record:
- The Login Credentials section offers a ⟳Reset button:
- This will send an email to the Party with a link to reset to begin the Password Reset Process.
Password Reset Email
Using an existing template within your system, the email received should be quite similar to the following:
A request to reset your password has been provided.
To reset your password, please click the link below and follow the on-screen instructions:
The above link will remain valid for 2 hours.
If you did not request this action, please notify the system administrator of your RTO.
Once this process has been completed by the individual, they will be able to login to a portal using their newly selected password.