Adding logon details

To assign logon privileges to the contact you just created:

Steps

  1. In the User name field, click the hyperlink in No user name. Click here to add one. This opens the Add User Name screen.
    Note: You can also access this screen by clicking the contact’s logon ID in the User Name column on the main Contacts screen.
  2. By default, the email address is used as the contact’s logon ID. To change this, edit the User Name field.
  3. Enter and confirm a password for the user.
    You can type a password for the user and confirm it. Alternatively, if you want to automatically generate a password that complies with the password policy, click Create a password for me. The password, which meets the stated password policy, populates into the Password field.
  4. Define when the user’s password should expire. By default this uses the expiration settings defined as part of your account’s password policy (see Password expiration limit).
  5. To force the user to change the password when they log on, mark Change password next log on. This is recommended.

Next steps

When the user first logs on, a screen is displayed giving them 8 days to select a password question from the list provided and enter an answer. This password question and answer is used if the user later forgets their password (see Forgotten passwords). If the user does not set a password question within the 8-day limit, they are forced to do so at their next logon

Note:

If you have enabled two-factor authentication for a user, this page can be used to reset authentication for users who have been locked out, or who are unable to use their authenticator app. Click Reset beside the Two-factor authentication label to require the user to configure authentication again. See Two-factor authentication.

This page also displays the date and time of the user’s last successful and unsuccessful logon, if available.