Resetting and Changing Customer Portal Password

Step-by-Step Instructions

1. 

   In FieldMagic, you can reset a customer's portal password from the system or change it directly within the portal.

2. 

   To reset a password in the system, navigate to the Contacts list, select the desired contact, and click the Fingerprint icon next to the contact.

3. 

   Alternatively, click the Reset Portal Password option under the Actions menu or use the Fingerprint icon in the Portal link field.

4. 

   Click Reset Portal Password and confirm the action. The system will email a temporary password to the contact and the user who initiated the reset.

5. 

   Open the email, copy the temporary password, and log in to the Customer Portal using your existing credentials.

6. 

   In the portal, click your account name in the top right corner and select Change Password. Enter your current password and your new password, then click Update.

7. 

   Your new password is now active. Use it to log in to the Customer Portal going forward.