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Agent Settings
Reset Password
To create or reset a user password, click the
Reset Password
button on the user row
Then click
OK
to confirm sending a password reset email to the user
An email will then be sent to the user to reset their password.
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
After successfully setting or changing their password, the user can click the
Back to PortfolioCloud
button to log in.
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Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
Ctrl
P
) instead.