How do I reset a password for an agent?

Oct 08, 2019

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Agents can change their password for security reasons or reset it if they forget it. HappyFox also gives you the flexibility to change/re-set other agents' passwords, if required.

Applicable Plans: ✔️ Mighty ✔️ Fantastic ✔️ Enterprise ✔️ Enterprise Plus

Change/Reset password for yourself:

Agents can either reset or change their agent portal password in two ways:

Forgot password option from login page:

From the login page, click on the “Forgot password” link.
Provide agent’s login email ID and confirm.
This will trigger an email with a password reset link to the agent.
The agent can then follow the link in the email to reset the password.

Change password option from My Settings:

Post Log in to agent portal, click on the “My Settings” from the profile drop down.
From the “Basic Info” tab, click on “Change password” to initiate the password change process.
Provide your current and a new password and save to change your password.

Reset/change password for other agents:

As a Help Desk agent, you will be able to set the password for other agents or you can trigger a 'password reset' to allow the agent to set a password for oneself.

🔐 Permission Alert: You would need "Manage Agents" and "Manage Agent Password" permissions enabled for your role to reset other agents' passwords.

You can reset passwords for other agents inside Manage >> Agents page.

Go to Manage >> Agents.
Navigate to the desired agent details page.
Click "Change Password" on the top right.
Provide your agent password for security reasons and verify captcha (if prompted).

⚠️ Warning: Regular agents cannot reset the password of the Account Administrator. Only the Account Administrator can change his/her password.

HappyFox provides three unique ways of changing/resetting other agents' password:

Send an email to the agent with a Password Reset Link:

Choosing this option sends an email with the password reset link to the corresponding agent's mailbox. Agents can then proceed to click the link present to change his/her password.

Reset Password link is valid for 48 hours ⌛️

Change the password for the agent manually:

Use this option if you want to directly specify the agent's password without having to go through the hassles of a password reset. Under the "Manual Reset Password "section, specify the password and click " Change password " to complete password change.

Specify a "One-Time-Password" for the agent:

Use this option if you want to specify an OTP for the agent, only for the agent to change/modify his/her password post their next immediate login. Under the "Manual Reset Password" section, specify the password and check "Require a change of password during next login" checkbox

Note:

🔑 Security Note: HappyFox does not list changed passwords in e-mails as a security measure. You are advised to use your preferred secure channel to share such sensitive information.

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