Related Articles
Resetting a Password for Staff
In the Portal, click the “Forgot Password” link on the Sign-in screen. In the Forgot Password dialog, enter your email address into the field, then click Submit. You will be sent a link and a temporary password to your email. Copy the temporary ...
Changing Your Password
If you need to change your account password, follow these instructions. Sign-in to the Portal. In the Dashboard, click the My Account icon in the upper-right, then select Password. In the Password page, enter your current password. Enter your new ...
Recipient Forgot PIN
(Optional: Not available at all sites.) If a recipient forgot their PIN or they didn’t receive the original email/text, they can request a single use access PIN. They would need to know what email and/or phone number is used for them to receive ...
Deactivating a Staff Account
To remove a Staff account: From the Portal, click the Menu button on the left and choose User Admin, then Staff. From the Staff page, click the Arrow to select the Staff member you want to deactivate. From the Staff Detail page, click the Deactivate ...
Adding a Staff Member
Note: In most cases, we recommend you invite the Staff member, and allow them to enter their own personal information. From the Portal, click the Menu button on the left and choose User Admin, then Staff. From the Staff page, click the Add Staff (+) ...