Changing User Passwords in the EngageIP AdminPortal

Summary

This article describes the process in changing a user password in EngageIP.

Notice: As of EngageIP version 9.0, users who are not setup with the admin role are not allowed to reset passwords for admin role users

Changing a Password on a User/Account

1. Search the User/Account

2. Click the Tools tab of that account

3. Click the Password link

4. Enter the new password twice to confirm it

5. Click Save

Note: for security purposes, there is no way to view an existing password. You must change the password if it has been forgotten

Changing Your Own User Password

If you need to change your own password, a 'Change My Password' link is available when you login to EngageIP. See steps below:

1. In the upper right of the EngageIP AdminPortal click on Change My Password

   

2. On the window that appears enter your current password and new password twice

3. Click Save

4. Log out and Log back in of the AdminPortal for the new password to take affect

Resetting and Emailing a User Password

The 'Reset Password' feature on the Tools tab allows a secure way to update a password where CSRs have no knowledge of the customers password.

When Reset Password is clicked, it will scramble the password using an alphanumeric random generator or according to the restrictions set on the account role. It will also email the email contact on that account if you have an email password action setup on your system (linked to below).

When there is no password length constraint available under "Role", the password length will be set to six characters.

In order for an email to be sent here, the following needs to be configured:

1. First create an Action that will send the email on password reset:

   1. Load the Setup tab

   2. Click on Actions

   3. Click Add

   4. Enter a Name, e.g. ‘Send email on password reset’

   5. Enter User.Update in the Event Code field to indicate when the Action script should fire

   6. In the Script text box enter the script below

      User user = User.GetByID(Convert.ToInt32(context["UserID"]));
      try
      {
        User olduser = User.Deserialize((string)context["OldRow"]);
        if(user.Password != olduser.Password)
        {
          Logisense.Boss.Logic.Email.SendToBillingContacts(user, "Password is reset", "Your password has been reset as you requested. Your new password is: " + user.Password + "", null,new System.Net.Mail.Attachment[]{});
        }
      }
      catch{}
      return true;

   7. Click Save and in a few moments you should be returned to the Actions screen
      

2. Next configure Email Settings, see Email Settings Configuration

3. Finally ensure the EngageIP Event and Job Services are running. These Services will send the email when an admin resets a password