Login

  • min read
  • Platform: ChildPlus Desktop

Use Login to set up each user's user name and password in User Security.

  1. Go to ChildPlus Desktop >> Setup >> Security >> User Security >> Login.
  2. Enter a user name.
  3. Click Assign New Password.
  4. Do one of the following:
    • Enter a password
    • Click Generate a Random Password to make ChildPlus create a password
  5. Click Force user to change password at next login to make ChildPlus prompt the user to change their password the next time they sign in to ChildPlus.
  6. Click Save New Password.

  7. Enter the user's work email address.

    The user must have a work email address on file in order to use the email notification feature in the To-Do List. When you add or edit a user's email address, ChildPlus updates the Work Email field in Personnel.

  8. Do one of the following:
    • Click Add Phone Number to add a new phone number
    • Click Edit to update an existing phone number
  9. Enter the user's phone number.
  10. Select the type of phone number.
  11. Enter any notes about the phone number.
  12. Select if the phone number is the user's primary phone number.
  13. Click Save.
  14. Save the record.

ChildPlus uses 2-Step Verification to identify each user. In order for 2-Step Verification to work, each user must have a valid email address and mobile phone number on file.

Use Report 1049 - User Verification (Grid) to identify which users are missing an email address or phone number.