Reset User Workflow Password

Users can reset their approval passwords in the Requests to Approve and User Card pages. A workflow can be enabled to generate an approval requirement to complete the reset password process.

Once the reset password request has been approved, the user can change their password using the Set Workflow Password action.

To reset a user workflow password

The general process for approving a reset to a workflow password with an approval workflow is:

  1. Create the User Setup Reset Password Workflow workflow from the template.
  2. Assign the approval user or group of users.
  3. Set the additional authentication if required.
  4. Enable the workflow.
  5. Open the Users list page from Tell Me.
  6. Open the card of the user to reset the password.
  7. In the Authentication menu, choose the Reset Workflow Password action.
    Enter a comment if necessary and then a message opens stating that an approval request has been sent.
  8. If notifications are set up, the approval user(s) receives notification of the approval request.
  9. The approval user opens the User Card page or the Requests to Approve page and approves the request, with or without password depending on authentication requirements.
  10. The Set Workflow Password action is now available in the User Card and the user can set their new password.

Enter optional or mandatory comments

If Optional or Mandatory is entered in the Comments Requirement field in the Regulatory Affairs Setup page, then the Approval Entry Comment dialog box will open when requesting, cancelling, approving, rejecting, or delegating approval requests. Depending on the setting, a comment can or must be entered to complete the specific approval process.

Cancel approval requests

A user can cancel an approval request by choosing the Cancel Approval Request action on the Request Approval menu.

Manage approval requests

A designated user can approve, reject, or delegate an approval request by choosing the Approve Reset Password Request action from the Authentication menu on the User Card. They can also add any necessary comments for the response to the request.

Designated users can also choose the Lightbulb that opens the Tell Me feature icon, enter Requests to Approve, and then choose the related link. In the Requests to Approve page, they will see their pending approval requests and can manage each request individually. They can choose the Open Record action on the Home menu to view the user requesting the change and could then complete the approval directly in the User Card page.

View approval entries

The Approval Entries FactBox shows the status of an approval request as well as the number of unfinished approvals, the date and time the approval request was sent, the details of the approval request, and comments added during the approval request process.

To see complete information about the approvals, choose the Approval Entries action on the Request Approval menu.

Example – Reset workflow password with an approval workflow

In the following video, a workflow has been created from the User Setup Reset Password Workflow workflow template. A group approval has been assigned but only one of the users in the group must approve the change. The workflow requires additional authentication.

A user needs to reset their password so they open their User Card and choose the Reset Workflow Password action. A message opens stating that the approval request has been sent.

The User Approval Entries FactBox shows that an approval request is waiting. The approval user opens the Requests to Approve page and then approves the request by choosing the Approve action on the Home menu.

Once the approval is complete, the user then chooses the Set Workflow Password action and creates a new workflow password.

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