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
- In the Clients module, select a client.
- Click the icon in the Overview section to open a menu of options.
- Select Send Password Reset Email. This sends an email to the client reminding them to change their password.