How do I reset a client Username?
As a therapist, while it is not possible to clear out a client username (it can be updated by clients once signed in), it can be retrieved for the client by following these steps:
- Clients (left menu)
- Click the client name, loading their profile
- On the right menu, look under all the buttons for Client Portal Access:
This is a client without a portal account setup:
(Meaning no username, they can set it up if you re-send the portal invite)
This no username has been setup, so they can define their own username if you re-send the invite. To do this, in the same right-hand menu above the username, click the blue button (Re-)Send Portal Invite
This is a client with a portal account setup, noting the username:
This is a client portal account that's been disabled with the toggle to the left:
This would mean the client does have an account created, but wouldn't be able to sign in unless re-enabled
Once the client resets their password, they can sign into their account and update their username information with the below steps.
- My Profile (left menu)
- On the right menu, click the edit icon beside the existing username:
- Enter the new username and click at the bottom right
If so, you will see this same right hand menu at the very bottom of the screen: