Resetting and Changing Customer Portal Password

Step-by-step instructions

1. 
   Step 1

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

2. 
   Step 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. 
   Step 3

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

4. 
   Step 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. 
   Step 5

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

6. 
   Step 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. 
   Step 7

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