Reset Password for the Corporation Portal (HR Portal)
Here's how you can reset a password for a corp user accessing the Corporation Portal.
Professional and Enterprise Edition users have the ability to grant a corporation contact access to their Corporation Portal. This provides a convenient way for a corporation to view current clients and cases and relieves the law firm of having to constantly update their contact.
Note: Professional Edition only is allowed one corp user. Therefore, an additional user cannot be added.
First, you'll need to select the 'Portal Setup' within 'Setup' in the left-hand navigation menu:
Next, you'll need to find the corporation that the corp user belongs to:
Then, you'll go to the 'User Management' tab and find the corp user who needs the password reset. At the end of the row, there is a 'More' icon (circle + 3 dots). Select this icon and then select 'Reset Password':
Please be sure you want to reset the password. Once you select the 'Reset Password' button in the confirmation window, an email will be sent to the corp user to reset the password. Their old password will stop working and they won't be able to login again until they reset their password.