Purpose
To outline the steps for adding a new user, resetting their password, and sending them an email notification with a link to set their password.
Process Steps
1. Navigate to Worker Management
- Go to the Worker menu.
2. Add New User
- Click “Add New Worker.” Fill in the required user details:
- Full Name
- Email Address
- Role (Admin/User/Manager/etc.)
When adding a new user, please note that the worker type should be set to 'Case Manager' rather than 'Admin' unless you specifically want them to have administrative access to system settings. By default, the 'Administrator' type is selected, so be sure to change this setting appropriately.
3. Save User
- Click “Save” or “Create” to finalize the user creation.
Email Notification
Once the user is created, the system will automatically send an email with a password setup link.
Subject: New User Password Creation 8/11/2025 7:18:50 AM
Security Notes
- Password setup links are time-limited and single-use.
- Users must create a strong password that includes:
- At least one lowercase letter
- At least one uppercase letter
- At least one number
- At least one special character
- Minimum of 10 characters
- Admins should not share passwords manually.
Create Client Portal User
- Client Portal configuration must be turned on from the admin.
- When creating a new case, an email address must be added so a password setup link can be sent.
- After creating their password, the user will be redirected to the Client Portal.
- Once the portal is configured, the client's email address cannot be modified or changed from the front end, as it serves as their username for portal access
- When a user clicks 'Reset Password,' a new password creation link will be sent to their email.
- Users can reset their passwords from both the Client Portal and the Agency Portal.