How To Reset Your Clients Portal Password

From Client iQ, Select or Search for your desired client

From the Client Profile, select the Edit icon.

You will now see the Client Profile

Select the Portal Settings tab.

Select Send Reset Password Email.

A Confirmation pop-up will show, select 'Yes'.

Note: To change the email address on file, edit the client's email.

Your client will receive an email to reset their password

Note: The client username is the email address that is associated with their client profile.

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