How do I reset a client password?

Need to reset a client password or understand where to access the reset password link?

Client Password Reset

  • Click My Clients from the left-hand menu
  • Select the client name
  • Select Client Portal Login from the quick pick menu (on the right)
  • Click Reset Password or “resend client portal invite” 
    • Emailed reset links are valid for 48 hours

**NOTE: Once a password reset is sent, the username is not displayed until the client resets their password with the link sent to their email. Both the username and date the password was last changed will show in the same area as the text about the pending password reset.

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