3 Resetting a Forgotten Password

In most cases, users are able to reset their own password via the "Forgot Your Password?" link on the login page. Users can provide their customer code, login name, and email address to receive an email with further instructions on how to reset their password.

3.1 Reset a Password

If a user does not recall his or her customer code, login name or email address, the System Administrator can resolve the issue by resetting the password.

Note: Upon resetting a user account or password, the user will receive an email notifying them of the change. By default, the email directs the user to contact ClearTrial Support for any questions or issues. If you would prefer your users contact an internal support team, please notify ClearTrial Support or your Clinical Services Manager to have the email message changed.

To reset a password:

1. Login to the application.

2. Select Users from the Admin menu to display the User List Screen. Highlight the user and click the Edit Password button.

3. Click Save to assign the user a randomly generated password or click the Set Password link to enter a password. The user will receive an email informing them of the updated password, but the email does not disclose the new password. You will have to inform the user of their temporary password.

4. Upon logging in, users will be forced to change the password.

3.2 Resetting an Account

When a user account is reset, the user will receive an email containing a link to select a security question and answer, and to enter a password.

To reset an account:

1. Login to the application.

2. Select Users from the Admin menu to display the User List Screen. Highlight the user and click the Reset Account button. A message confirming the account reset is displayed.

3. Click OK to reset the account. An email will be sent to the user informing them of the account reset and requiring them to enter a new password, and security question and answer.

Note: If your organization does not allow user account information to be sent through email, upon clicking OK in Step 3, you will be shown the user's temporary password. Please communicate this password to the user through a secure form of communication.