If your client forgets their password, they can click the “Forgot” password link provided on their account’s login page.
Once they type the email address associated with the Subaccount in the field provided, the system will send them an email with a link to reset their password.
If the client reaches out to you for assistance because they forgot the password, you can do one of the following below to help them regain access to their account:
- Send them a “Reset Password” email. This follows the same process that the client would follow on their own to reset their password. These are the steps:
- To send a password reset email, go to the login page for the client account.
- Then click the “Reset Password” link on the login page. Type their email address into the field provided. They’ll then receive an email with a link to reset their password.
- Log into the client account and create a new password.