Manage Team (Includes Password Resets)

This lesson explains how to reset a ServiceLive Users password. Many Firms use one company email address for all users. If a password needs to be reset, check the email associated with User.

1. To Reset Password:
   • Hover over    tab.
   • Click on    link.
     
   • Scroll down to Service Pro Profile you would like to edit.
   • Hover over    link.
   • Click on    link.
     
   • Popup box will display, click on    button.
     Note: This will send you a ServiceLive Password Reset e-mail.
     
   • Click on    link in ServiceLive Password Reset e-mail you receive.
     
2. Create your (new) password screen will display:
   • Type and confirm a password following the specifications listed.
   • Password strength will be identified in bar. If your password is not strong, consider revising.
   • Click on drop down list to display Security Questions.
   • Navigate to preferred Security Question, click to select.
   • Type the answer in the box to Security Question you selected.
   • Click on    button.
   • This will reset your password and login you into ServiceLive.
     
3. To Edit Service Pro Profile:
   This Iesson explains how to Edit a Service Pro Profile after it’s been created.
   • Hover over    tab.
   • Click on    link.
     
   • Scroll down to Service Pro Profile you would like to edit.
   • Hover over    link.
   • Click on    link.
     
   • Service Pro Profile will display and you can select appropriate tab(s) to edit.
     Note:  Refer to lessons in Service Pro (Provider) Profile course for details.
     
4. Add a New User:
   • Hover over    tab.
   • Click on    link.
     
   • Scroll to bottom of page and click on    button.
     
   • Refer to lessons in Service Pro (Provider) Profile course for information on how to fill out each tab.