logo
Welcome. Login. New Registrations are disabled.

Notification

Icon
Error

Options
Go to last post Go to first unread
sliston  
#1 Posted : Monday, April 4, 2016 9:00:36 AM(UTC)
sliston
Rank: Advanced Member

Posts: 119

Manage Contact Access

To enable mobile app access for a contact, use the Contact Finder to open the Contact Detail View and click on the Manage Contact Access button (Figure1):

(Figure 1: Contact Detail View - Manage Web Access)

In the Contact Access screen (Figure 2) click on the Enable Contact Access button, which will send an email to the contact providing them with setup instructions along with their username and password.

(Figure 2: Enable Contact Access)

Note that once a contact has been granted access, the Contact Access screen will change the first button to display Disable Contact Access (Figure 3):

(Figure 3: Disable Contact Access)

In addition, once a contact has been granted access, the second and third buttons on the Contact Access screen are enabled, allowing you to select Send Password Reset as well as Resend Setup Email. In both cases, an automated email is sent to the contact. The Send Password Reset option generates an email that allows the contact to reset their password, while Resend Setup Email resends the email originally sent when the Enable Contact Access button was clicked. Either option returns a confirmation message showing that the email will be sent shortly (Figure 4):

(Figure 4: Enable Contact Access Post Send)
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.