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

Email

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.

• Established: A password has been created.

• Not Established: No password has been created for the record.

• Reset: Resets the password by creating a new PIN and sending a password reset email to the account email address

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 the 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.