Kavi Help CenterKavi® Members Help
| Chapter 72. Change Username and Password | ||
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Part VIII. Kavi Members Admin Tools | 
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Table of Contents
The Change Username and Password tool allows administrators to change a user's username and password. This new password can entered manually by the administrator or auto-generated. The user can be sent an email with a login link, and a user activity note may added to the user's activity history.
Change the username assigned to a user.
Create a new password for a user either manually or automatically.
Search for a user or set of users by setting any or all of the optional fields to refine the search criteria. To view all available users, leave the search fields set to the default values. If you set search criteria in more than one field, the results will only show users that match all search criteria.
Note
Depending on the path you took to this page, the Search and Select steps may have been accomplished through another tool, in which case you will not see the forms described in these first two steps.
Options
- Name or Email
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Enter a full or partial value for the first name, last name, username or email address of the user or group of users whose information you want to view, or leave this field blank to see all users who meet your search criteria. To increase the number of potential matches, expand the search by entering a partial value in this field and consider leaving other search fields set to the default values. To reduce the number of potential matches, provide more complete values in this field and consider setting other fields to further restrict the search.
Because the Kavi Members search functionality can perform partial matches, it is flexible and can serve many purposes. Here are a few examples:
Want to find all users who share an email domain? Enter just the domain portion of the email address.
Unable to find a user by name or email address? Perhaps it has been misspelled. Enter the first few letters of the name or email address and try the search again.
Not sure if the person for whom you are searching is named Dan Johnson or John Danson? You could enter 'Dan'—or 'John'—to find this individual.
- Company
Set this value to search for users by the company with which they are associated. The default is 'Any Company.'
- Current Status
Set this value to search for users with this status type. This can be 'Active' or 'Inactive', or use the default value 'Any Status' to retrieve both active and inactive users.
- User Type
Set this value to search for users who have a specific user type. If set to the default value, 'All User Types', the search results will not be restricted by type.
- Purpose
Set this value to search for users who have a specific type of purpose. This can be 'Company Representative', 'Individual Member', 'Nonmember' or 'Staff or Administration'. If set to the default value, 'Any Purpose', the search results will not be restricted by purpose.
Review the user's information to confirm that this is the user whose username or password you wish to change.
Change Password:
- Username
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This user's current username is displayed. To change this user's username, enter the new username in this field.
Note
Usernames must be between 6 and 25 characters long and cannot contain special characters (i.e., #, @, ?, |, /).
Required.
- Current Password
This user's current password is displayed, if unencrypted. If encrypted, this field will display '[Encrypted].'
- Enter New Password
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To change this user's password manually, enter the new password in this field.
Note
Passwords must be between 6 and 25 characters long and cannot contain special characters (i.e., #, @, ?, |, /).
- Re-enter New Password
Enter the new password again.
Notification:
- Send User Login Link
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Select 'Yes' if you would like to send the user an email notification of the change, including a login link.
Note
This email notification is based on the 'Password Changed Email' email template. To review and customize this email message, use the Manage Templates tool.
Important
It is generally recommended that the 'Yes' option be selected so that the user will be automatically informed of the change. If 'No' is selected, the administrator will need to take further action to communicate information about the new username and password to the user.
- Activity Note
Add a note to this user's activity history. This note will be visible to administrators only, and can be viewed using the User Activity History tool.
You've just changed this user's username or password (or both)! Click Change Another if you have another user whose username or password you would like to change.
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| Chapter 71. Replace an Individual Membership |  |
Chapter 73. Change User Status |