Administrative Users that have access to the 'Setup Assistant' and the User Setup Role have the ability to reset other User's passwords. There are two ways a password can be reset: Setup Assistant and User record.



Setup Assistant



Hover over the 'Administration' tab in the top ribbon and select 'Setup Assistant'. This will open the Setup Assistant in a pop-up window. 



Clicking the ‘Users & Security’ Section will open straight to the 'Users' step. A listing of all your Users with access to R365, including Employees that have been granted the ‘Employee App Access’ role, will be shown along with their Email, Login Name, and Temporary Password.



Users that have never logged in to the system will have their passwords (either manually set or auto-generated) displayed in plain text while Users that have logged in will have a line of asterisks displayed in place of their passwords. 

 


Locate the User record where the password needs to be reset and double click on the record line to open the record prompt.



Click in to the ‘Password’ field and enter a new temporary password.  Once you begin typing, the ‘Send Temporary Password‘ button will appear to the left of the ‘Save & New’ button. To complete the password reset process, click ‘Send Temporary Password’.  


The User will receive a system-generated message from R365 with the password that was set in the ‘Password’ field.  This password will be flagged as a ‘Temporary’ password and will require the User to reset it upon first login.


Repeat the process for each User that needs their password reset.



User Role Record



Access the 'User' List by navigating to the left navigation and clicking 'Users' under 'Administration' in the 'Accounting' Module. A listing of all User records will appear. Find and double-click the User record that would need a Temporary Password.


Once the User record opens, navigate to and click the 'Send Temporary Password' button underneath the 'Inactive' checkbox. This will send a Temporary Password Email to the User email listed.