Managing Password Resets for Staff or Clients as a Coordinator

This topic describes how coordinators can manage password resets using the Login page and user profiles in CareVision.

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Coordinators reset passwords for clients and staff upon request and manage passwords from an organisational perspective to maintain cybersecurity. When coordinators manage password resets for other users, they can do so on both the Login page and the user’s Profile.

1. On the Login page of the CareVision portal or mobile app, coordinators can reset passwords for users, and the process is the same as the client/staff self-service password reset detailed in this article.
   
2. On the user’s Profile, coordinators can only reset passwords for users with a lower access level than their own in CareVision.
   

Q: Where can passwords be reset? A: Staff members and clients can reset their own passwords from the Login page on both the Management Portal (Desktop) and the Mobile App. Coordinators can also reset passwords for staff and clients. They can either follow the same process as the self-service password reset on the Login page or reset passwords directly from the user’s profile on the CareVision Management Portal.

Q: What information is required to reset a password?
A: When resetting a password on the CareVision Login page, the following information is required:

1. Username
   
2. Email address (If the user has multiple email addresses, use the one linked to their CareVision profile.)
   

When coordinators reset passwords via a user’s profile, they only need to log in to their own account, locate the correct user’s profile, and perform the reset action.

Resetting passwords for clients and staff as a Coordinator

A. Resetting password on Login page on Management Portal or Mobile App

When resetting passwords on the Login page of either the Management Portal or Mobile App as a coordinator, you need both the username and email address associated with the CareVision account. If the username is unknown, please retrieve it before proceeding. When you have both the username and email address, you can then reset the password for users. See detailed steps here.

B. Resetting passwords on the client/staff member's profile

As a coordinator, you can reset passwords for users with a lower access level than yours. The Reset Password button is located in the toolbar below the client’s profile picture.

1. Click the Reset Password button.
2. A notification window will appear to confirm the action.
   

3. Click Yes to confirm.

4. A new password will be generated and sent to the user via email. The user will need to check their email for the new password and log in using the provided password.

This topic explains how coordinators can manage password resets in CareVision. For more information about managing password resets, contact the CareVision Support Team.

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