- 17 Jun 2024
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Account
- Updated 17 Jun 2024
- 1 minute read
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A record’s account information can be managed by selecting Account on the right side of the Profile tab.

In Account, with the appropriate permissions, you can:
See which email address is associated with account login
Reset the record’s password
Impersonate the record
Merge the account with another record
Name | Description |
---|---|
The Account Email Address is the Rank 1 Email Address on the record. Editing the email address needs to be done in the Devices section in the Contact / Address section. Note that the displayed Email Address is what the record would use to log into a portal or form in your database. | |
Password | Displays whether or not a password exists on the record.
|
PIN | A PIN is generated when an account is created for the first time or a password reset has been requested. PINs expire in 180 days if not used to establish a password. |
Impersonate | Directly impersonate the record to view a portal, form, or landing page as that record would view it. |
Merge | Merge a duplicate record into another record. |
Recent Logins | Displays when a record logs into the database (through a portal or form), and includes a timestamp, the host IP address, the browser and the computer OS the record is using, and the record’s location. |
Recent Administrative Logins | Records when a user accesses the record. Provides the timestamp, host IP address of the user, and the user name. |