How do I reset a password for a contact?

Mar 08, 2019

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HappyFox contacts can change their password for security reasons or reset it if they forget it. HappyFox also gives agents the flexibility to change/reset a contact's passwords, if required.

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

Change/Reset password for contact(self):

Contacts can either reset or change their contact portal password in two ways:

Forgot password option from login page:

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

⚠️ Warning: This option is available to contacts if the mode of contact login is set to "Email and Password" in Manage >> Account Settings >> Support Center Settings >> Contact Login Options.

Change password option from My Settings:

Post Log in to contact portal, click on the “My Settings” from the top navigation tab
Under the "Change Password" section, contacts can provide their current and a new password and click "change password" to confirm changes.

Reset/change password for contacts from Agent Portal:

As a Help Desk agent, you will be able to set the password for contacts in your help desk or you can trigger a 'password reset' to allow the contact to set a password for oneself.

🔐 Permission Alert: You would need "Manage Contacts" and "Manage Contact Password" permissions enabled for your role to reset/change contact passwords.

Quick Guide to Reset/Change Contact Password:

Go to Contacts from module switcher.
Navigate to the desired contact details page.
Click More Actions >> Reset Password.
Provide your agent password for security reasons and verify captcha (if prompted).

HappyFox provides three unique ways of changing/resetting contacts' password from agent side:

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

Choosing this option sends an email with the password reset link to the corresponding contact's mailbox. Contacts 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 contact manually:

Use this option if you want to directly specify the contact'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 contact:

Use this option if you want to specify an OTP for the contact, only for the contact 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.

🔑 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.