28 TOPDESK MAGAZINE - MARCH 2016

tips + tricks
Resetting your password

Copying email actions

Self-Service Portal users can reset their own password when

Existing email actions can be copied. With this, you can easily

they have forgotten it. You can activate this functionality

set up new email actions based on these existing ones.

as follows:
1. Go to Settings > Functional settings > Login settings.

Copying an email action:

2. Click Self-Service Portal.

1. Go to Modules > Action Management > Action Explorer.

3. Under the TOPdesk authentication heading tick the

2. Open the email action you wish to copy.

Password resetting box.

3. Click the Copy email action icon (image 2).

4. Indicate the minimal number of characters the password

needs to contain in the Minimum Self-Service Portal
password length field.
> The login screen now shows the Forgot your password?
link. (Image 1)
The link opens a screen where the user needs to enter their
login name. They will then receive an email with instructions
on how to reset their password.
Image 2 Copying an email action

Setting up sender

1. Choose in the next screen:

Under Settings > Functional settings > Login settings >

a. What information from the existing email action needs

General you can indicate the sender of the instruction email.

to be copied.
b. For which card you want to create the new email action.

Operators Section

Pay attention: when you copy an email action to use on

Under Settings > Functional settings > Login settings >

another card (from a first line call to a simple change,

Operators Section you can activate the functionality for users

for example), you need to check the email action on the

who forgot their password for the Operators Section.

correctness of the used insertion fields and distribution lists.

Every card type has specific insertion fields and distributions
fields that do not work from other cards.
Visit our Help & Support website for more information on
insertion fields and distribution lists.

Image 1 Login screen with Forgot your password? link

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