Agent Settings

Reset Password

To create or reset a user password, click the Reset Password button on the user row
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Then click OK to confirm sending a password reset email to the user
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An email will then be sent to the user to reset their password.

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To reset their password, the user must click the click here link in the email.
User will then be redirected to a page to enter and confirm their password

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After successfully setting or changing their password, the user can click the Back to PortfolioCloud button to log in.

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