When a user needs to reset their password, they are sent an e-mail with a link to the system. This link leads to a secure screen where the user can change their password.
The content of these e-mails can be customized with instructions, legal information, or just a simple greeting. Different e-mail templates can be assigned for different types of users.
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Note: Each e-mail template for password e-mails must contain the [[URL]] placeholder in the body of the message. This placeholder is replaced by the necessary link to the password page.
For more information on preparing e-mail templates, see the Managing E-mail Templates section. |
In the main menu, select Reference, then select Companies & Users, then Password E-mail Templates. The Password E-mail Templates page opens.
Select a template for each of the user types.
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Self Registration |
For users that create their own accounts through the Self Registration page. This e-mail is only sent the first time for each user. Any password resets after the first use the appropriate e-mail type below based on the type of user. |
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Client |
For individual client users, and users under client companies. |
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Distributor |
For users under distributor companies. |
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Insurer |
For users under insurer companies. |
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Licensee |
For users under licensee companies. |
Click Save to save the settings but remain on the page, click Save & Close to save the settings and return to the home page, or click Close to return to the home page without saving the settings.
