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Add New Users
Reset User Password
Password Reset can be triggered by any Admin/Agent user in the system.
To reset the password for a user, Click on
Settings > Agent
and then click on the Name of the Agent group you want to manage
Once the Agent Dashboard loads, find the user you wish to reset, click on
Reset Password
Then click
OK
to confirm reseting of the user password
The user will then receive an email to reset their password and log into PortfolioCloud
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