Step

Description

Update MoversConnect Settings

1.

Set the Allow Mobile Password Reset flag within Mobile Api Setup (tab within MoversConnect Setup). This flag enables or disables the password reset for all mobile device users.

Update and Verify Personnel Settings

Do the following for all personnel you wish to enable the password reset functionality.

2.

Open the Personnel Setup record and verify that the Status of the employee is set to “ACTIVE” on the General tab.

3.

Set/verify that the Email Address is set on the General tab. This is the email address that a new password is sent to and must be present in the web request sent from the mobile device.

4.

Set/verify that the phone number used to make the web request for a new password is in the list of Phone Number Items on the General tab. This phone number must contain a unique combination of area code and local number (no extensions allowed). MoversConnect utilizes the phone number to identify which customer system to process the request through, therefore it must also be one established within your customer settings within MoversConnect.

SMS Support

If the phone number is defined with a type of Short Message Service (SMS), then verify that the Cell Service Provider within the Mobile User tab is correctly set. This is the number that will receive the text message regarding the password reset.

5.

Set the Allow Mobile Password Reset flag within Mobile User tab. This flag enables or disables the password reset for this mobile device user.

SMS Support

If the phone number referenced by the web request to reset the password is linked to a SMS type phone (General tab), then verify/set the Cell Service Provider. This is to ensure that the correct format is used when sending the text message response for the password reset.

Update and Verify Cell Service Providers

6.

Set, verify, and test all supported cell providers within Cell Phone Service Provider Setup. The Short Message Service (SMS) Domain Name is referenced to set the phone number format utilized in sending messages to the provider. A Test Provider feature is available allowing you to enter a phone number and message and verify the connection.

Establish SQL Database Mail

7.

Setup or verify that the Database Mail is setup on your Microsoft SQL Server. Either the Sql Server Email Profile set within MoversConnect Setup is referenced or, if this is not set, then the standard default MoversSuite application profile is used to send the email. The application utilizes the mail system to send out the reset password email.

Using the MSCrew mobile app to request a new password

8.

With the MoversSuiteCrew Mobile Application, touch the Forgot password from the login screen. The application prompts for a person to enter both their email address and phone number, both of which must link to the same Personnel Setup record. If the phone number is missing or does not link to the same settings as the email address, then a new password is sent to the email address provided, which must be established in MoversSuite (see Step 3).

If a Short Message Service (SMS) number is set for the user, which may or may not be the phone number provided, and if a Cell Service Provider is specified, then a SMS text message is sent to the SMS phone number which includes the new password (reference Step 4 and Step 5). An email is also sent to the specified email address.