Unlock a Client's Portal Login

To protect your data, a client will be locked out of the portal after 3 failed attempts to login with an incorrect username or password. The lockout lasts for 30 minutes after which they can attempt to login again with the correct credentials. To bypass the 30 minute lock,You can unlock a client's account to give them 3 new attempts at logging in. If they get locked out again, you can unlock their account again, however they may want to go through the process of resetting their password.

1. Getting started

Navigate to the locked out client's record.

2. Unlock the client's record.

Click the red Unlock Account button to remove the lock and your client can attempt to login again.

Still need help? Contact Us Contact Us