A Customer User is an individual managing or working at a Customer Location. You can set their password for use in the Connect mobile app or a webConnect widget that requires a password. If granted the correct permissions, Customer Users can also use their password to log into Relay.
- Go to Customers → Users.
- Double click on the User you wish to edit or click on
(Pencil) next to their record. - Go to
(Profile) and scroll down to the Password Management section. - (optional) grant the Customer User admin permissions in the Customer Admin field.
- Toggle on Email the link for resetting password to this User OR Set a password for this User.
- If you select Set a password for this User, a New Password field will appear below. Choose a strong password for the User.
- If you select Email the link for resetting password to this User, an email will be automatically sent to the User’s email on file. Make sure to hit Save or Save & Exit for the email to be sent.
- Hit Save or Save & Exit.
