Password generation options when adding members.
Automatic generation
The system automatically generates a temporary password.
You can choose whether to require the member to change their temporary password upon their initial login.
When members sign in using the provided ID and temporary password, their status will change from 'Pending' to 'In use', allowing access to services.
- When adding members individually, select the 'Generate automatically' option from the password field.
- Set the option to require members to change their password when they first log in.
- Press 'Add' in the Add members window after entering all of the required information.
- Press 'Print' or 'Send email' from the Member addition complete dialogue box to send account information to an added member. The password is displayed in both the email and printouts.
Registration by administrator
The administrator generates the member's ID and temporary password.
You can choose whether to require the member to change their temporary password upon their initial login.
When members sign in using the provided ID and temporary password, their status will change from 'Pending' to 'In use', allowing access to services.
- When adding members individually, select the 'Create password' option from the password field.
- Set the option to require members to change their password when they first log in.
- Press 'Add' in the Add members window after entering the member's password.
- Press 'Print' or 'Send email' from the Member addition complete dialogue box to send account information to an added member. The password is displayed in both the email and printouts.
Registration by members
Members set their own password by accessing the password generation link from the invitation email. First, the administrator must enter the ID, first and last name of a member to add. An invitation email on identity verification and password registration instructions is automatically sent to the added member's personal email address.
A member status changes from 'Pending' to 'In use' when the member who received the invitation email sets a password by accessing the 'Register password' link in the email.
- When adding an individual member, select the password 'Send creation link'.
- Enter the email address of the member to whom you want to send the service invitation email. Select whether to save the entered email address as a personal email address.
- Press 'Add' in the Add members window after entering all the required information.
Members must change the password within 30 days from the invitation email is sent. If the invitation email has expired after 30 days, the administrator must resend the invitation email.