How to Reset Client and Lead Passwords

November 17, 2020 13:03

This article will take you through;

How to reset Client and Lead passwords from the Glofox Dashboard

To reset Client or Lead passwords, follow these steps:

Navigate to the profile you need to reset the password for
On their profile, click on the 'Details' tab on the far-right
Scroll down to the ‘Actions’ panel and click the ‘Reset Password’ button
Input the new password and click 'Confirm' and 'Ok'
Then click 'Save Changes'

If your client forgets their password, here's how they can reset it

If your client or lead is locked out of their account, they can reset their password by following the 'Forgot Password' flow on the Member App or Website Portal.

To set a new password, ask your clients to follow these steps:

From the Member App - click 'Forgot Password' on the top right-hand corner of the screen
From the Website Portal - click 'Login' on the top right-hand corner of the screen and then click 'Forgot Password'

A set of instructions to reset their password will be emailed to them

How to create a strong password

A strong password helps your clients:

Keep their account information safe
Protect their emails, files, and other content
Prevent someone else from getting into their account

To make sure your clients' passwords are strong, you should advise them of the following:

Meet the password requirements, mentioned below
Don't - use the same password for multiple accounts - If a hacker guesses your password, they now have easy access to all of your accounts
Don't - use a sequence like 123, abc, or qwerty
Don't - use personal information or common words
Do - Make your passwords longer

Meeting password requirements

When creating a password it must;

Be at least 8 characters long
Use at least 1 letter and 1 number

Next steps and additional support

For more information on resetting passwords, read the following articles:

For additional support, reach out to support@glofox.com, and we will be happy to assist you.