Home Forums Support Client Management: Resetting Passwords Self hosted 4.5.14

This topic contains 11 replies, has 2 voices, and was last updated by  Hillel Coren 1 month, 1 week ago.

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  • #21595

    Wulfy
    Participant

    Hi folks,

    Trying to reset a client’s password and done the following steps:

    Manually sent a reset link to email address via filling out the forgot password form (Failed token invalid or session expired messages)
    Tried to edit client via management interface… failed… no field visible to reset users password manually in the “edit client” page.

    Any hint’s because i’m now at a loss at what should be a basic task.

    Thanks

    Chris

    #21596

    Hillel Coren
    Keymaster

    You can manually set a new password by editing the client.

    If you use the link in the email make sure to use incognito mode or a different browser.

    #21600

    Wulfy
    Participant

    Hi Hillel

    As stated above the following:

    Editing the client shows no field to edit password

    Resetting client password resulted in token errors and session errors (this was done in a icog session to avoid clash’s with cookies/sessions)

    https://ibb.co/Tw5ZhXb for a overview of what i can see

    Thanks

    #21602

    Hillel Coren
    Keymaster

    Can you post a screenshot of the password settings on Settings > Client Portal.

    #21603

    Wulfy
    Participant
    #21604

    Hillel Coren
    Keymaster

    Thanks, I’m confused… the client portal password feature isn’t enabled?

    #21605

    Wulfy
    Participant

    Im also confused,

    Are you saying there is an option i have overlooked that needs enabling for me to manually set a customers password?

    #21606

    Hillel Coren
    Keymaster

    The option both enables the feature and adds a password field to the user interface.

    If the option is disabled your clients shouldn’t be asked for a password when viewing their invoice.

    #21607

    Wulfy
    Participant

    Ok i follow that,

    How do they view there account within the portal then without a password?

    Thanks for the prompt replies btw

    Chris

    #21608

    Hillel Coren
    Keymaster

    I’m not sure I understand your question, the email sent to your client will include a link to the invoice/client portal.

    #21609

    Wulfy
    Participant

    Hmm ok guess i need to do a bit or client side testing to understand.

    So my question is as follows:

    Joe Blogs decides to check on his payment history, he goes to my portal that asks for a email address and password…. but he dosnt have a password for his account and resetting it dosnt work…

    how does he login to view his invoice history?

    Hope that is specific/clear

    Thanks

    #21610

    Hillel Coren
    Keymaster

    The user/pass you’re seeing is for admins, not clients.

    With your current settings your client would need an invoice link to view his client portal.

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