Resetting Your Password with Single Sign-On (SSO)

Learn how to reset your password when using SSO for both Manage and Contracting with a single credential set.

For SSO, the Federation ID on the user record in Manage needs to match the Email Address (Username) in Contracting.

How to Reset a Portal User's Password in Manage

Step 1: Navigate to your producer's Contact record by typing their name in the Global Search Bar at the top of your screen

Step 2: Click the name of your producer with the label Contact under the name

Step 3: Click View Customer User

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Step 4: You will be brought to the backend of Salesforce. Click Reset Password

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Step 5: Click OK on the pop up

The portal user will receive an email prompting them to reset their password.