Overview

Before peoplecan log-in and solve tasks or do self-service, they must be assigned a contact and have login activated. You can quickly create a login for any of your contacts.


Creating a Login for a Contact

In the following steps, we will create a login for an existing contact.


NOTE: You must have the administrative rights to create a login for a contact. To check the role of your signed-in account, click here.


  1. From the top navigation, click Contacts.


  2. Click an existing contact or create a new contact


  3. Enter an email address that the contact will use to log into the system.



  4. Scroll to the bottom of the form and click Save. Then select Allow Login and click Save.



  5. Click Set Password.



  6. Enter the password that the contact will use to log into the system, and click Save.


    NOTE:

    The application helps you create a strong password by indicating with the help of colors.


    • Very Week Password


    • Week Password



    • Good Password