Resetting staff passwords

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When a staff member loses or forgets his or her Practice CS login password, the firm administrator (or a staff member with privileges for the Security tab of the Staff setup screen) can reset the password.

  1. Choose Setup > Staff to open the Staff setup screen.
  2. Click the Security tab.
  3. Highlight the staff ID and click Edit.
  4. Click the Reset Password button.
  5. Click Yes to confirm the action.

The next time the staff member opens Practice CS, they should log in by entering their staff ID and leaving the password field blank, after which they'll be prompted to enter a new password.

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