How do I set a password on behalf of a user?

If a user is locked out of their account for any reason you may want to set a password for them. Follow these steps..

  • Click 'People' > 'Individuals' in the navigation
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  • Find the person you need, the example is filtered by status > invite pending, but you can filter by name or any other criteria you need.
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  • Click 'Set password'
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  • Set a secure password
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  • Inform them of their password, making sure to tell them to reset their password to another secure password