Summary

Change the override password used by an administrator to allow a staff member to perform a locked administrative task after the password is entered.


When

  • The practice owner or administrator does not remember the current admin override password.
  • The practice owner or administrator feel it is necessary to change the admin override password.


Permissions

Administrator


Things to Know

  • The admin override password is different from the password used to log into Petly Plans.
  • A padlock icon   next to a field indicates management approval is required before continuing with that action.
  • Options that require an override password include:
    • Setting a payment structure to paid in full when enrolling a pet in a plan or configuring a renewal plan.
    • Waiving the initial fee when enrolling a new plan.
    • Skipping adding a payment method when enrolling a pet in a plan or configuring a renewal.
    • Do NOT charge today option when enrolling a plan.
  • The password must:
    • Be a minimum of 8 characters.
    • Have a minimum of 1 uppercase letter, 1 lowercase letter, 1 number
    • Cannot contain a user name.

Steps

  1. Log into Petly Plans as an administrator.
  2. From the menu, to go Admin > Portal Settings.
  3. Click the User tab.
  4. Click the Admin Override Password change password link.

  1. In the New Password field, type the new admin override password.
  2. In the Repeat New Password field, type this same password.

  1. Click Save.

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