Operations Menu - Contacts - Change Password

This page describes the 'Change Password' function on the Operations menu in the Contact browse window. If you are using iOS or Android, the 'Change Password' function is on the Tools menu (with 'wrench' icon).


If you are using the Standard ERP Web Shop facility and a Contact is a Customer who will be placing Orders over the web, you should use this function to give them a password. You should also tick the Allow Login box on the 'Terms' card of the Customer's Contact record. The Contact will be able to use their Contact Number or email address as Login IDs.

You will usually use this function with Customers whose records you have entered to the Contact register yourself, in order to allow those Customers access to your Web Shop. Customers will also be able to register themselves in the Web Shop, in which case they will be asked to choose their own password and the Allow Login box will be ticked automatically.

To set a password for a Customer, highlight their name in the 'Contacts: Browse' window and select 'Change Password' from the Operations menu (Windows/Mac OS X) or Tools menu (iOS/Android). The following window will be opened:

Enter the new password twice to ensure that it is correct. Press the [Save] button to close the window and save, or [Cancel] if you do not want to save changes. The password is case-sensitive.

If you want create a random password and send it to the Customer in a Mail, open the Contact record and select 'Random Password Mail' from the Create menu (Windows/Mac OS X) or + menu (iOS/Android).

If you want to set rules for passwords (e.g. to impose a minimum number of characters, or to require at least one alpha or numeric character), use the Password Security setting in the System module.

You can use Access Groups to prevent certain users from using the 'Change Password' function, by denying them access to the 'Change Passwords' Action.


The Contact register in Standard ERP:

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