User login
Both of our audit group users - who only access the system for a few months annually - couldn't remember their passwords to log into CSuite. Unlike Fund Advisors, there is no "Send Login Email" in the left margin of the User tab of a profile. Since there were no instructions on any Foundant Help webpage or in Compass, the only work-around I could figure out was to "login as" each of them, send them their home screen once I assigned a temporary password.
The process for sending a User a new link to login should be much easier. Support indicated this has been "a problem that multiple clients had." If that is the case, why doesn't the Support team submit improvements without us having to put it out for a vote?
Chris Ringkamp
shared this idea
In the left side menu of the Home menu, there is an option for System URL's. Selecting that option returns a list of all the needed URL links to the system. Copy and paste the CSuite Login URL to send to a User in an emai once you have reset their password.
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Chris Ringkamp
commented
Wow, thank you Holly. That was easy. Wish that was communicated to me by Support.