How to reset an Employee account password as a Broker in Quote+

Overview

Brokers, HR Managers, and Employees can reset their own passwords by verifying personal information. Brokers can also assist in resetting Employee passwords with permission from the Employee.

Resetting an Employee’s password

Note: Employees will only have Employee accounts if their Employer’s Proposal is configured to require the Medical Health Questionnaire (MHQ) or Enrollment is unlocked from the Employer Hub.

Go to the Employers page.
On the Employers page, find the Employee’s group (Employer). Select the kebab menu, then choose Edit to access the Employer Hub.
In the Employer Hub, select View in the Employees section to access the Employees page.
On the Employees page, find the Employee whose password you want to reset. Select the kebab menu, then choose Edit to access the Employee Hub.: Note: The Edit option only shows if the Employee has already created an account for the Employee Interview. If they haven’t created an account yet, you will not be able to reset their password.
In the Employee Hub, select Reset Password to access the Reset Password page.
On the Reset Password page, verify the all information on the page. In particular, the Employee's username and the last four digits of their SSN. When ready, checkmark the confirmation box.
Type a temporary password in the New Password and the Confirm New Password fields, then save.: The Employee will be required to create a new password when the next time they log into the Employee Interview.
Notify the Employee of this password change and share the new temporary password with them.: The Employee will be required to create a new password the next time they log into their account.