Password Resets & Client Retention Workflows
Generate secure one-time temporary passwords and proactively manage subscription expiry renewals.
#Handling Client Password Lockouts
Clients and staff members occasionally forget their login credentials. As their managing agency, you can resolve lockouts immediately without waiting for automated email reset links.
#Step-by-Step: Generating a Secure Temporary Password
Open the User Edit Window
In the Agency Users table, find the locked-out user and click the Edit pencil button on their row.
Click "Reset Password"
Inside the Edit modal, click the "Reset Password" button located beside the primary save controls.
Confirm the Action
A confirmation dialog will appear. Click "Yes, Reset" to proceed.
Copy the Temporary Password Immediately
The security engine generates a cryptographically random temporary password (e.g. "Tk8#mLqz") displayed inside a highlighted box. Click the Copy button next to it.
Transmit to User and Prompt Password Update
Send the password to the user over WhatsApp, SMS, or phone. Advise them to log in and update their password to a personal one under their Profile settings.
Crucial Security Rule: One-Time Display Only
The generated temporary password is displayed on your screen ONCE. For security compliance, it is hashed and never stored in plain text. If you close the window before copying the password, you must click Reset Password again to generate a new key.
🔒 Temporary Password Usage & Security Guidelines
Once the temporary password has been generated and shared, the client can log in using this one‑time credential. Immediately after login, they will be redirected to the password reset screen where they must enter the temporary password and create a new personal password. For security reasons, this temporary password is displayed only once on the agency dashboard and will not be visible again once the panel is closed. Additionally, the password remains valid for only 24 hours from the time of creation; if it expires, a new one must be generated. Agency owners should guide their clients to use the temporary password promptly and reset it without delay to ensure secure and uninterrupted access to their account.
#Proactive Retention: Monitoring the Expiry Date Column
High-performing agencies maintain strong client retention by proactively monitoring the Expiry Date column in their directory:
- Green Expiry Date: The client's subscription is active and in good standing.
- Red Expiry Date: The client's plan has lapsed. Features may be restricted, and review collection could stall.
The 7-Day Renewal Habit
Review your Agency Users table every Monday morning. If any client shows an expiry date within the next 7 days, reach out to ensure uninterrupted service before their dashboard locks.
#Frequently Asked Questions
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