Miscellaneous

Resetting DT Practice passwords

DT Practice enables you and your staff to change the password for logging in to the application.

Updated password

As with any secured application, it is a good idea for all staff members to periodically change their DT Practice password.
  1. Open the DT Practice application.
  2. On the DT Practice login screen, select the
    Change Password
     button.
  3. In the
    Change Password
     dialog, enter the old password, and then enter and confirm the new password.
  4. Select
    OK
     to return to the login screen, and then select
    OK
     to continue to the application.

Lost or forgotten password

When a staff member loses or forgets his or her DT Practice login password, the firm administrator (or a staff member with privileges for the Security tab of the Staff setup screen) can reset the password.
  1. Choose
    Setup
     >
    Staff
    .
  2. On the
    Staff
     screen, go to the Security tab.
  3. Highlight the Staff ID and select
    Edit
    .
  4. Confirm that the staff person is a member of at least one security group. If they are not, mark a group to add them to it.
  5. Select the
    Reset Password
     button at the upper right.
  6. Select
    Yes
     to confirm the action.
  7. Select
    Enter
     in the bottom right hand corner.
The next time the staff member opens the application, they can enter their staff ID as usual and leave the
Password
 field blank in the login screen. When they select
OK
, the application displays the
Change Password
 dialog, where the staff member can enter and confirm the new password.

This article applies to:

  • Product: DT Practice