Setting and resetting client passwords

Setting and resetting client passwords

Setting and resetting client passwords

In order for a client to log onto the HelpMaster Web Portal, every licensed client may need to specify a logon password.  The desktop edition provides a quick and easy way to set and reset client passwords either individually, or in bulk.

Use

To set or reset client passwords, perform the steps below:

  1. Log into the HelpMaster Desktop edition
  2. Open the Clients search screen from the Entities ribbon for bulk updates, or enter a single client's details into the ribbon Search field
  3. On the Clients search screen perform a search to locate all of the clients that require a password reset, or go to the client’s Permissions tab and click Change HelpMaster password. (Skip steps 4 & 5 below for a single client password reset.)
  4. Select the clients requiring a password reset and then click the right mouse button to invoke the context menu
  5. Select the Reset Passwords.. from the context menu.  This invokes the Update/Reset Client Passwords screen
    Setting Passwords
  6. Choose the required options on the Update/Reset Client Passwords screen and press the Update selected client passwords button.

See Also

Issuing client licenses