Reset User Password
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

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Once the Agent Dashboard loads, find the user you wish to reset, click on Reset Password

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Then click OK to confirm reseting of the user password

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The user will then receive an email to reset their password and log into PortfolioCloud

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Reset User PasswordReset User Password