Setting a Temporary Password For a Web User

For trouble shooting sometimes it is necessary to login to Spectrum NXT as a constituent to view what the portal user is seeing. Other instances this might be useful for is checking to make sure proper funds are showing for a donor, or ensuring their login works. To do this, it is best to use the system to set a temporary password to their account. Then, using that temporary password and account email, login as that constituent. After this process, provide the portal user with that temporary password to login to Spectrum NXT, they will be prompted immediately to set their own unique password thereby overriding the temporary password.

Set a Temporary Password:

1. Login to Grant Edge Classic (GE Classic)
2. Records > Constituents > All Constituents or use the Search
3. Open the constituent record > Web User tab
4.  Click the blue link Create a Temporary Password
5. In the new window, click Generate Temporary Password (Note: this is not a free text field, the password must be generated by the system to work)
6. Copy the password and paste it somewhere you have access to. This will be the only time you can see the temporary password without setting another one. 
7. Exit the small window
8. Save and Close the record
9.  Use the email from the Web User tab and the temporary password just generated to access the portal user's account in Spectrum NXT.

To see this same process using Spectrum NXT click here.