How to Reset Client Passwords 

Case Managers have two methods available for resetting client passwords: 

1. Navigate to the client's profile page 
2. Locate the "Client Profile" dropdown menu 
3. Select "Generate Temporary Password" 
4. Click "Generate Temporary Password" to confirm 

1. Generated temporary password (with copy button) 
   
2. Email address associated with the account (with copy button) 
   

Confirm that the user is not able to login before resetting password. This will kick the user out of their account if they're currently logged in.

 IMPORTANT: Temporary Password Behavior 

1. Temporary passwords do not expire automatically 
   
2. Password remains valid until the client manually changes it 
3. Client is logged out immediately when the new password is generated 
4. Recommend clients change password after receiving a temporary password 
   

Client Self-Service Password Reset 

From GTM Forms Login Page: 

1. Navigate to gtmforms.com 
2. Click the "Login" button 
3. Click "Reset Password" 
4. Enter your email address 
5. Click "Reset" 
6. Check your email for the password reset link 
7. Click the link in the email 
8. You'll be directed back to GTM Forms 
9. Enter your new password (must meet requirements) 
10. Confirm your new password 
11. Click submit 
12. Confirmation displays: "Password Reset Successful" 
    

From Azure Form: 

Password Requirements 

1. Minimum length: 8 characters 
2. Uppercase requirement: At least one uppercase letter (A-Z) 
3. Number requirement: At least one number (0-9) 
4. Special character requirement: At least one special character (!, @, #, $, %, etc.) 
5. Matching requirement: Password and confirmation must match exactly 

Valid password example: MyPass123! 
--Do not use this Password--

Invalid password examples: 

1. "password" (no uppercase, no number, no special character) 
2. "PASSWORD123" (no special character) 
3. "MyPassword!" (no number) 
4. "MyPass123" (no special character) 

Password Best Practices 

1. Change passwords regularly (recommended annually at minimum) 
2. Don't share passwords with others 
3. Use unique passwords for GTM Forms (don't reuse passwords from other systems) 
4. Store passwords securely 
5. Change temporary passwords immediately after receiving them
   
6. Use random password generators like LastPass