Reassigning Passwords

When customers forget their passwords, customer service representatives can use the Web Access form to verify their identities and reassign new passwords. They can automatically generate a random password and send an email containing that password to the customer.

This task is a step in Process of Administering Web Access.

To reassign a password

  1. In the Side Menu, click Contacts.

  2. In the Contacts Home menu, click Contacts List.

  3. In the Contacts list, drill down on the Last Name field for the customer record.

  4. Navigate to the Web Access view.

  5. In the Web Access form, complete the following steps:

    1. If necessary, verify the customer’s identity by asking the question in the Challenge Question field.

    2. To automatically generate a random password and send an email containing that password to the customer, click Email Password.