Contact Editor – Sign In Settings

Location: Contact Management/All Contacts/Contact Editor -> Sign In Settings Section

Overview:The Sign In Section of the Contact Editor is where you can set up or manage your Account Manager or Website users’ passwords.

In this section you can:

• Manually Set a Password for a Contact
• Send a New Contact an Email to Facilitate them to Set Up Their Own Password
• Send an Existing Contact an Email to Facilitate them to Reset Their Own Password

Note: Full Partner strongly recommends that for best security protocol, you not create passwords on behalf of your contacts if at all possible. Our policy is to encourage you to use one of the two system emails available for you to use and/or ask the contact to access the Forgot Password link as found on the sign in screen (Often can be accessed via the My Account page if you do not have a "Sign In" link in your menu).

However, there are times when the only choice is to manually reset a password, such as is the case with Account Admins or contacts locked out of their email accounts. In these cases, you will not use either of the send email settings. Instead, you will need to communicate the new password you create on their behalf to the contact either verbally or via a personal email message sent from your own inbox.

Need to bulk invite your list of contacts to come create their accounts?

Lear More about how to Import Previous Customers and Invite them to Create New Sign In Account Access    —this is a mini course best for new clients who are ready to go live and need to invite their existing customers or members to come create their accounts on their new Full Partner website. This usually happens just after the go live process is complete.

Click here to go to a linked index of help topics for Contacts, or click the Next button to continue to the next topic related to the Contact Editor.

 Additional Contact Editor Sections:

• Primary Contact Information / General Section
• Personal Business Information
• Profile Section
• Membership Dates
• Image Gallery
• Shipping Addresses
• Payment Methods
• Affiliate Info
• Internal Info
• Sign In Settings
• Member Groups
• Account Manager Access
• Comments
• Convert To Company Contact (or Convert To Person Contact)
• Categories
• Properties

Popular Contact Management Topics

• Getting Started - Importing Contacts
• Creating Lists in Contacts
• Find and Edit Contact Information
• Custom Contact Fields
• Sales Force Management via Contact View