Overview:
The Login Configuration page allows you to manage all user login details. You can update email addresses, assign locations, and reset account password. This helps keep user information organized and secure.
Steps:
New User Wizard Configuration
1. Log in to Sherpadesk with valid credentials.
2. Click on the “Settings” option in the horizontal menu.
3. Click on “Logins” from the Main Settings list.
4. Click on the “Configurations” button on the Login page.
5. Select the “New User Wizard” checkbox.
6. Click on the “Get a New Account” link on the login page.
The “New User Wizard” allows users to create their own accounts on the Login page. Users will only be created as Standard users into the system and would need to be promoted by an administrator if they need to be Technicians.
Disable New User Email
1. Deselect the “Send Email for New Users” checkbox under Configurations > Logins > Settings page.
2. Click on the “Apply” button.
Disabling this option ensures that email notifications are not sent to the new user created on the “Login” page.
Add New Login
1. Click on the “Add New Login” button.
2. Enter the Email in the field.
3. Click on the “Continue” button.
4. Enter the First name , Last name and select the “User Type” from the dropdown.
5. The user type is selected
6. Click on the “Save and Continue” button.
7. Click on the “Save and Close” button on the "Edit Login " page to confirm the user.
The user has been created successfully.
Reset Password
1. Click on the Account name to edit and navigate to "Edit Login" page.
2. Click on the "Reset Password" tab.
3. Click on the "Reset Password" button.
4. An email with reset password link is sent to the user's email address.
5. User is redirected to Create New Password page when the reset password link is clicked.
6. Specify the New password and click on "Change Password" button.
7. Password is changed successfully and now user is able to access the site with the new password.
Edit Email Address
1. Enter the new mail of the user in the "Login/Email" field.
2. Click on the "Save and Close" button to save the changes.
The user's email address has been updated, and a notification will be sent to the new address. User can now login with the updated email.
