Details
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Type:
New Feature
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Status: Closed
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Priority:
Major
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Resolution: Fixed
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Affects Version/s: 3.5.0
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Fix Version/s: 4.9.0-b1
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Component/s: Staff Interface
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Labels:None
Description
Clients often have trouble requesting a password reset, and open a ticket, or call and ask for their password to be updated. It's better to send them the normal password reset email as it allows them to enter a new password that they are likely to remember, and it confirms that they do in fact have access to the email address on file.
On the client profile page, under "Account Actions" add a new item toward the bottom called "Send Password Reset". Selecting this link will open a new section on the right where you would select the contact that should receive the password reset email.
The list of available contacts should only include those that have login credentials, and should default to the primary contact (The client).
Submitting the form would send the same password reset email as if the client had requested the password reset themselves.
See http://www.blesta.com/forums/index.php?/topic/4244-admin-reset-and-send-client-password-reset/ for original request.
Issue Links
Activity
Paul Phillips
created issue -
Paul Phillips
made changes -
| Field | Original Value | New Value |
|---|---|---|
| Description |
Clients often have trouble requesting a password reset, and open a ticket, or call and ask for their password to be updated. It's better to send them the normal password reset email as it allows them to enter a new password that they are likely to remember, and it confirms that they do in fact have access to the email address on file.
On the client profile page, under "Account Actions" add a new item toward the bottom called "Send Password Reset". Selecting this link will open a new section on the right where you would select the contact that should receive the password reset email. The list of available contacts should only include those that have login credentials, and should default to the primary contact (The client). Submitting the form would send the same password reset email as if the client had requested the password reset themselves. |
Clients often have trouble requesting a password reset, and open a ticket, or call and ask for their password to be updated. It's better to send them the normal password reset email as it allows them to enter a new password that they are likely to remember, and it confirms that they do in fact have access to the email address on file.
On the client profile page, under "Account Actions" add a new item toward the bottom called "Send Password Reset". Selecting this link will open a new section on the right where you would select the contact that should receive the password reset email. The list of available contacts should only include those that have login credentials, and should default to the primary contact (The client). Submitting the form would send the same password reset email as if the client had requested the password reset themselves. See http://www.blesta.com/forums/index.php?/topic/4244-admin-reset-and-send-client-password-reset/ for original request. |
Tyson Phillips (Inactive)
made changes -
Tyson Phillips (Inactive)
made changes -
Tyson Phillips (Inactive)
made changes -
| Rank | Ranked higher |
Tyson Phillips (Inactive)
made changes -
| Rank | Ranked higher |
Tyson Phillips (Inactive)
made changes -
| Rank | Ranked higher |
I think this can be simple under a client's profile page, Actions, takes you to a page on the right column that has a dropdown consisting of:
- All contacts that have a login
- Start with the primary contact or client, defaulting to that user
- Display a dropdown of all users, in the format "Name (Type) Email", e.g. "John Masterson (Primary) john@domain.com"
- A submit button, once clicked will send the password reset to the contact selected and display a success message to the staff member
Paul Phillips
added a comment - I think this can be simple under a client's profile page, Actions, takes you to a page on the right column that has a dropdown consisting of:
All contacts that have a login
Start with the primary contact or client, defaulting to that user
Display a dropdown of all users, in the format "Name (Type) Email", e.g. "John Masterson (Primary) john@domain.com"
A submit button, once clicked will send the password reset to the contact selected and display a success message to the staff member
Tyson Phillips (Inactive)
made changes -
| Rank | Ranked higher |
Tyson Phillips (Inactive)
made changes -
| Story Points | 3 |
Tyson Phillips (Inactive)
made changes -
| Fix Version/s | 4.9.0-b1 [ 11301 ] |
Tyson Phillips (Inactive)
made changes -
| Sprint | 4.9.0 Sprint 6 [ 104 ] |
Tyson Phillips (Inactive)
made changes -
| Rank | Ranked higher |
Tyson Phillips (Inactive)
made changes -
| Status | Open [ 1 ] | In Progress [ 3 ] |
Tyson Phillips (Inactive)
made changes -
| Remaining Estimate | 0 minutes [ 0 ] | |
| Time Spent | 1 hour, 37 minutes [ 5820 ] | |
| Worklog Id | 13275 [ 13275 ] |
Automated transition triggered when Tyson Phillips (Inactive) created pull request #807 in Stash -
| Status | In Progress [ 3 ] | In Review [ 5 ] |
| Resolution | Fixed [ 1 ] |
Tyson Phillips (Inactive)
made changes -
| Time Spent | 1 hour, 37 minutes [ 5820 ] | 3 hours, 27 minutes [ 12420 ] |
| Worklog Id | 13283 [ 13283 ] |
| Time Spent | 3 hours, 27 minutes [ 12420 ] | 4 hours, 12 minutes [ 15120 ] |
| Worklog Id | 13289 [ 13289 ] |
Tyson Phillips (Inactive)
made changes -
| Time Spent | 4 hours, 12 minutes [ 15120 ] | 5 hours [ 18000 ] |
| Worklog Id | 13290 [ 13290 ] |
Automated transition triggered when Tyson Phillips (Inactive) merged pull request #807 in Stash -
| Status | In Review [ 5 ] | Closed [ 6 ] |
It may be worthwhile to consider CORE-1359 and choose an email template to use. This way, instead of having a new link for every email template (e.g. Password Reset, or Welcome Email), we can choose a template, pre-populate the email template, and allow admins to send the email from the Email Client page