User accounts can be created for any person record to allow them to login to the site.
Create New User Account
To do this:
- Go to the record
- Click on the Settings tab
- In the Account Details section, make sure that an email address is visible (Novi will pull the email listed on the details tab as a default, but this email does not have to match)
- Click the Create User button
- An email will be sent to the user asking him or her to log in to reset their password. Note: This email link will have a 24-hour expiration window, but don't worry, if the member doesn't complete the process in time you can always send them another link.
Password Reset Details Message
When a new user account is created, an email will be sent to the user so they can create a password.
A message (see screenshot below) will appear on the Settings tab for 16 hours, even after the profile or tab is closed, so staff are aware that the email was sent.
"Account successfully created and reset password email sent."
For help troubleshooting errors, check out the Common User Account Creation Errors article.