Only a user with Web Administrator permissions can view Manage Users in the toolbar dropdown.
The Manage Users feature provides visual web user portal log-in specifics in a single location. All web users associated with the portal are listed in the table. The Web Administrator can see who has confirmed their email portal invitations and when those individuals last logged in to the portal. It is here that portal password expiration protocols can be set up. Web Administrators can also reset passwords for all users listed on this page or for a single web user on this page.
Client Settings
The dashboard is separated into two grids. The first grid is Client Settings.
The Client Settings grid is where password expiration intervals and warnings can be set. Settings established here impact all web users listed in the Web Users grid.
Default password expiration interval in days (Set to 0 for none) |
The default is 0 (zero). Change this number based on your company's password expiration requirements. Essentially the number entered here is the interval between required password changes. If you keep 0 (zero), the Password Expiration Date column indicates None. |
Default password expiration warning in days (Set to 0 for none) |
The default is 0 (zero). Change this number based on your company's password expiration warning. Specifically, the number entered here is how many days before the password expiration date should web users be warned that their passwords must be changed. If you keep 0 (zero), no warning is sent before the password expires. |
1.Once you make a change to either or both of the password expiration settings, click SAVE CLIENT SETTINGS.
A prompt similar to the following displays:
2.Click CONFIRM.
A confirmation dialog reflecting the selected client settings displays:
3.Click OK.
When the web user is within the password expiration interval, the following prompt displays:
4.Click OK.
Web Users
This grid displays all web users associated with the vault identified in the left navigation bar.
Column Heading |
Description |
Last Name |
Web User's last name. This field is system-populated from information displaying in the pVault® Web User Properties dialog. |
First Name |
Web User's first name. This field is system-populated from the information displaying in the pVault® Web User Properties dialog. |
Web User's email address. This field is system-populated from the information displaying in the pVault® Web User Properties dialog. |
|
Account Confirmed |
This Yes/No reflects the Confirmed column entries on the Web User Accounts dialog. |
Last Login |
This date and time is system-generated and based on the last time the associated web user logged in to the mobile application. |
Password Expiration Date |
This is the date that a web user's password expires. |
When the web user is within the password expiration interval, this message displays for that web user:
|
RESET PASSWORD - Single Web User
The Web Administrator can reset passwords for specific users.
1.Click RESET PASSWORD for a specific user.
A confirmation prompt similar to the following displays:
2.Click CONFIRM to complete the password reset.
Note: If you clicked RESET PASSWORD in error, click CANCEL.
A prompt indicating that the password reset was successful similar to the following displays:
3.Click OK.
Web User Reset Password Steps
When the web user for whom the password was reset logs in, their login dialog includes instructions for completing the password change.
1.Click Change Password.
The following dialog displays:
2.In the Username field, enter your web user name.
3.Click REQUEST CHANGE PASSWORD to generate an email.
4.Go to your email to locate a similar email:
5.Open the email to view the following:
6.Click the Paperless Mobile Applications Setup link to display a Reset Your Password dialog.
Note: The Username field is system-populated.
7.Enter a new password in the New Password field.
8.Reenter the new password in the Confirm Password field.
9.Click CHANGE PASSWORD.
A new login dialog similar to the following displays:
RESET PASSWORD - All Web Users
The Web Administrator can reset passwords for all users.
1.Click RESET PASSWORD FOR ALL USERS.
A confirmation prompt similar to the following displays:
2.Click CONFIRM to complete the password reset.
Note: If you clicked RESET PASSWORD FOR ALL USERS in error, click CANCEL.
SAVE CLIENT SETTINGS
1.Once you make a change to either or both of the password expiration settings, click SAVE CLIENT SETTINGS.
A prompt similar to the following displays:
2.Click CONFIRM.
A confirmation dialog reflecting the selected client settings displays:
3.Click OK.
When the web user is within the password expiration interval, the following prompt displays:
4.Click OK.
