Managing Admin. Portal Passwords

Please refer to the attached video tutorial for an overview of Managing Web Portal Passwords within the Dial-N-Document system

Topics Covered Include:

• Adding employees as an administrative user
• Adding the employees to the password reset group
• Resetting an administrative user's password

Notes on Administrative Passwords:

• Administrative users will need access to the web portal to manage all the various aspects of your Dial-N-Document system, so they will need a password to be able to log on
• The employee will need to call in to input their password
  • They will need to use their agency ID and employee access code
  • Password Creation Phone Number:
    • 1(877)814-3820

Methods of adding an employee as an administrative user:

1. They will need to be set up as an administrative user in your payroll, billing and scheduling software
2. They can be added to the ADM group in the Dial-N-Document system

To add employees to the ADM group:

• Navigate to the Admin>Employee Groups tab and select Add/Remove Groups by Employee
• Select the ADM group from the Groups box
• Select the employee that you want to give these rights to from the Employees box and select Add

To add the employees to the password reset group:

• Navigate to the Admin>Employee Groups tab and select Add/Remove Groups by Employee
• Select the Password Reset group from the Groups box
• Select the employee that you want to reset the password for from the Employees box and select Add

Resetting an administrative user's password

Note - This must be performed by another user with administrative rights to the Dial-N-Document system

• Navigate to the Admin>Passwords tab
• Select the employee(s) that you want to reset thier password from the Employees box
• Check the Lost/Stolen checkbox and then select Finish
• The employee will automatically be added to the password reset group and will need to call back in to the password creation line again to re-save thier password