Change Password in Specify 7

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[!abstract] About This Page
In Specify 7, password management starts in the User Tools menu. This guide provides steps and a recorded walkthrough for the two ways to update a users password:

1. User Tools Change Password quick link option, which allows you to reset the password for the user that is currently logged in.
2. Security and Accounts is where you can manage passwords for other user accounts assigned in the institution.

For more about Security & Accounts:

Security and Accounts

Before proceeding, make sure that you understand the institutional structure of Specify and have the proper permissions to make changes. [image] Please read Introducing the new Role-Based Access System in Specify 7 before configuring your institution’s policies and user accounts. To access the Security and Accounts panel, you must first navigate to the User Tools menu. You access this menu by clicking on your username in the navigation menu. …

For guidance on adding a new Specify User:

Create a User Account in Specify 7

This documentation is meant to serve as a basic guide for creating a user account. For more detailed information regarding user permissions, please read this documentation on Security and Accounts. 1. Add a User User accounts can be created from the Security and Accounts panel. To create a user account, click on the name of the collection you would like to assign it to. Then, click Add User. [KU Fish Teaching Collection panel] 2. Set Login Credentials Create the name the user will use to lo…

Change Password in User Tools

These steps inform on how to change the password for the current user through the User Tools menu. This is a quick password update workflow compared to going through Security & Accounts, but it is only applicable to the user currently logged in.

1. Open the User Tools menu by selecting the icon by your username in the Navigation Bar

4. Select Change Password

You will be taken to this screen where you can change your password.

5. Fill out the required information on this screen, then click Change Password

Once submitted, the page will reload and your password will be reset.

Recorded Walkthrough

Password Change in Security & Accounts

This method of password updating may be used when other Specify User details need edits, or if the password change is being done for a user other than the one currently logged in.

1. Open the User Tools menu by selecting the icon by your username in the Navigation Bar

2. From here, select Security and Accounts

Once in Security and Accounts, go to the Institution page to see a list of all user accounts defined for your institution.

Note:

Password changes are the same regardless of which level you’re working through in Security and Accounts, so these changes can also be made by going through Collections.

3. Click the username in need of a password change.

6. Below the Account Setup Options heading, click Change Password

You will be prompted to reset the user password with the following dialog.

7. Fill out the required information on this screen, then click Apply to save and close the dialog.
8. You will also need to click Save in the bottom right commit the changes in Security & Accounts.

Once saved, the user will be able to log in with their new password.

Recorded Walkthrough