Log-in Credentials Generation

the enrollments team gives new clients their login information and helps them get started with the platform this process might change, and any team member can create logins when needed same login works for both mobile app and client portal creating login information is the same process for both platforms what is validated? to enable the peoplematic button, {{januscrm}} needs to check these steps first questionnaire is completed questionnaire is completed this ensures that a contact is added to the lead card this ensures that a contact is added to the lead card sold or sold or bound status in bound status in {{januscrm}} set a set a {{cid}} email to the carrier to obtain their approval and email to the carrier to obtain their approval and {{poi}} new client setup task is added in the data dashboard new client setup task is added in the data dashboard a payroll customer and active status in the payroll module is created a payroll customer and active status in the payroll module is created standard operational procedure open {{januscrm}} use the search bar at the top to find the lead card use different search criteria such as business name, cid, or contact info click on the peoplematic peoplematic button red color indicates the client does not have an active account and must be created if the button is green, this will start the password reset process for someone who already has an acco unt click on the create account button user will get a text and email with their username and temporary password the notification also has a link to download the mobile application or open the client portal the username is generated by using the main contact's email on the lead card the password is generated from the main contact's first and last name and the last four digits of their phone number for example carlosgasperi8720 make sure the user entered the provided credentials and is now on the reset password screen/page to change their temporary password users must complete this step skip it and they'll be stuck on this screen until they create a new password no new password = no access to the mobile application or client portal once the changes are saved and validated, it will redirect the user to the home screen/page