Login page
To log in, users must enter their username and password.
If a user has trouble logging in, they can click Problems signing in? to email the administrator.
Note
In Sales Portal Classic, they can click Do not have an account? to email the administrator.
Resetting a password from the login page
You can change their password from the login page.
This feature is only available if the self-service password reset option is enabled in Admin options: Setting web user login security options
The following rules apply to passwords:
Passwords must have a minimum of eight characters
Passwords must contain at least three of the following character groups: letter, number, punctuation, special characters.
On the Sales Portal login page, click the Forgot password? link.
Type the email address that is used to log in to Payee Web.
Click Submit.
An email is sent to the web user with instructions for resetting the account.
Open the email, click the link, and type a new password.
Important
The administrator determines how long web users have to reset their passwords from the time the email is sent to them. Typically, there is a 30-minute time limit.