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Description: In this topic, the user will learn how to unlock an employee or client profile. The organization determines the number of times an employee or client can attempt to log in before their account is locked. A user within the organization with the appropriate role or permission must unlock the profile so the user can access the system again.
Role Required: Super User, Supervisor, Employer
Permission Required: Client Admin, Employee Admin
Unlock an Employee Profile
- Log in to personal profile
- Click Home on the main menu
- Click Employees on the submenu
If an employee enters an incorrect password 3 times, his or her supervisor needs to unlock the employee's profile.
To unlock an employee profile:
- Sign into your Personal Profile
- Click "Employees" on the sidebar
- Search for the employee /client by typing his or her the name in the "Type Employee Name" box and clicking search field
- Click Search
- Click anywhere in the employee row to open the Employee Details Pageemployee details page
- Click the blue "Unlock" text, located next to Authentication Statusin the " Other Details " window
widget. - Click "Yes" on the confirmation window
The same process can be used to unlock a Client Profile for a client who has login enabled. Simply click "Clients" on the sidebar and search for the Client, and repeat steps 4-7 above for the client.
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- Save andYes to confirm
Unlock a Client Profile
- Log in to personal profile
- Click Home on the main menu
- Click Client on the submenu
- Search for the employee by typing the name in the Type Client Name field
- Click Search
- Click anywhere in the employee row to open the client details page
- Click the blue Unlock text, located next to Authentication Status in the Other Details widget.
- Click Save andYes to confirm
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