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How to Send a Password Reset Email
How to Send a Password Reset Email
Miles Dinsmore avatar
Written by Miles Dinsmore
Updated over a week ago

If a client has not changed their password on the Client Portal in some time, a Customer Service Representative–or CSR–should send the client an email to remind them to reset their password.

Required permission(s): client_read, client_update

  1. In the Clients module, select a client.

  2. Click the

    icon in the Overview section to open a menu of options.

  3. Select Send Password Reset Email. This sends an email to the client reminding them to change their password.


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