Question:
Is it possible for a volunteer to set their initial password when they create their profile instead of making them click on the "Don't know password" link to have a temporary password emailed to their account?
Answer:
In order to allow your volunteers to create a password when they are initially creating their profile, please follow the steps below:
- Login to your CERVIS account.
- Click on the "Edit System Configuration" link under the "System Management" section of the Main Dashboard. Please note, this option will only be available to CERVIS users with the Administrator access level.
- Click on the “Security & Privacy Settings” heading to expand that section.
- Locate the “Allow Password Selection With Initial Profile Creation” field and set it to “Yes”.
- Click “Update Configuration” to save your changes.
Please note that you should also ensure that the Profile Creation Confirmation Message that automatically sends new volunteers a temporary password is disabled. Follow the steps below to do so:
- Click on the "Edit System Configuration" link under the "System Management" section of the Main Dashboard.
- Scroll down to the “Page Content” section and click on the heading to expand that section.
- Locate the “Enable Profile Creation Confirmation Message” and set to “No”.
- Click “Update Configuration” to save your changes.
It is possible for CERVIS users with Administrator access to set an initial temporary password for any volunteer, but this should only be done when the identity of the volunteer can be positively identified via other means. To learn how to manually set a temporary password for a volunteer, refer to the knowledge base article here: Manually Assign a Temporary Password for a Volunteer