Admin Account Help
If an admin forgets his or her password, the process to reset the password requires the assistance of another System Admin.
To reset an admin password, have a system admin login, go to Options and Admin Users. Select the admin who needs a new password and do one of the following:
- If the admin is present, have him or her enter a new password and save.
- If the admin is not present, enter a temporary password and have them login, go to the admin users section, and enter a new password for themselves.
Logged in as an Admin but Seeing My User Account
Admin accounts always use the individual's email address as the login. If the admin logs in and sees his or her user account instead, it may mean that the same email address is set as the login ID for his Individual / Family or Unit account and the system only recognizes one of the two when logging in. You can confirm this by clicking on the Select Client box and searching for the individual's name. Any accounts that he or she is tied to should be checked to see if the email address is being used as the login ID. Here's how to separate the logins:
- In the user account, click on Manage Profile and change user ID to something besides the email address.
- Log out, clear the browser cache, and log in using the admin credentials.