How do I reset a password?

This article applies to the following scenarios:

  • You would like to reset your own password, or
  • You would like to reset another user's password

Click below, to view the instructions for your Evolve version

Evolve Plus

A. Resetting your own password

Depending on how your firm has setup the system, you may need to ask your system administrator to change your password.

1. Click on your name in the bottom right side of your Evolve screen, and select "Edit My Account...".. A pop-up screen will then appear.

2. Inside the pop-up screen, if you want to change or add a password to your account tick the box "Reset Password"

3. Type in your desired password in the Password and Confirm Password fields

4. Click "OK" to confirm the password change.

B. Resetting another user's password

You will need administrator privileges to change passwords for someone else

1. Navigate to Management > Users & Groups

2. Locate the user, then check the "Reset Password" checkbox

3. Specify the new password and press OK

Evolve

Depending on how your firm has setup the system, you may need to ask your system administrator to change your password.

  • Go to Tools on the top menu and select 'Options'
  • On the General tab click 'Change User Password'
  • Enter your current password
  • Specify the new password and confirm it
  • Click Ok

Resetting another user's password

You will need administrator privileges to change passwords for someone else

  • Navigate to Tools->Users
  • On the 'User Management' tab expand the 'Active Users' list.
  • Right click on the user's name and select 'Modify User'

  • Scroll down to the 'User Password' and enter the new password and confirm it.

  • Click Finish
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk