HELP FILE

About Email Validation

When a company manager creates a team manager or representative account, you are prompted to validate your email address. Email validation is the act of confirming that you have access to the email address associated with your account by clicking a confirmation URL sent via email.

Note: In order to use the user-initiated password reset feature, it must be enabled for your account. If it is disabled, the "User-Initiated Password Reset" section will display, "DISABLED for this company."

Topics in this article:

Validating an email address for managers

Validating an email address for representatives

Validating an email address for managers

When creating a manager account, the "Email" field is the user's account email address. There is a "User Initiated Password Reset" section that indicates whether or not their account email address has been validated. If it has not yet been validated, you can check the box, "Force validation prompt" and click Save Details.


  • After you have forced email validation, when a manager logs in to the Management Center, they will be prompted to re-type their email address and click Confirm to continue logging in to the Management Center but also send an email containing a URL that will validate their email address, so they can initiate their own password reset. They can click Remind Me Later to continue logging in to the Management Center.

  • Once the manager's email address has been validated, they can click the Forgot your password? link on the Management Center login page, enter their account email address, and click Submit to be sent an email containing a password reset URL.

Validating an email address for representatives

When creating a representative account, the "Login" field is the user's account email address. There is a "User Initiated Password Reset" section that indicates whether or not their account email address has been validated. If it has not yet been validated, you can check the box, "Force validation prompt" and click Save Settings.

  • After you have forced the email validation prompt, when the representative logs in to HelpAlert, a new web browser window will open and prompt the user with a message asking if they have access to the email address of their account.
    • They can click Yes to have an email sent to their account email address containing a URL that will validate their email address so they can initiate their own password reset for HelpAlert, if needed.
    • If the user clicks No, they will see an "Email Validation Pending" message indicating that in order to take advantage of the user-initated password reset feature, they will need to contact their manager to change their account email address to one they can access.

  • Once the representative's email address has been validated, they can click the Forgot your password? link on the HelpAlert login window or at www.gotoassist.com/haupgrade, enter their login ID, and click Submit to be sent an email containing a password reset URL.

Related

Log In to the Management Center

Log In to HelpAlert

Reset HelpAlert Password

Manage Team Managers

Manage Representatives