For the complete documentation index, see llms.txt. This page is also available as Markdown.

Set a username and password

Add or update an employee login with the right sign-in option.

Set a username and password when an employee needs direct access to OutSmart.

You can choose the login method that fits your process.

1

Open Employees

Go to Settings.

Search for Employees.

2

Edit the employee

Open the employee you want to update.

3

Open the user settings

Go to Edit user on the right side.

4

Set the username and login option

Choose the role.

Enter the username in email format.

Then choose the login option you want to use.

5

Save the account

Click Save.

Available login options

  • send a login link

  • send a password reset

  • enter a password manually

  • generate a strong password

Frequently asked questions

Does the username have to match the email address?

Not always.

It often uses the same format.

Can I reset the password later?

Yes.

You can send a password reset from the employee account.

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