Best practices about usernames and passwords

When we talk about usernames and passwords, the best practice is to never give your credentials to anyone.

There are two different scenarios where you are going to have to change passwords to keep the account secure:

• When a technician is not with your company anymore,

• or if the person who manages the account as an admin or owner is not with the company anymore.

Scenario 1: A field tech is not with you anymore

Let's say someone on your team quit. To log out that person from their Kickserv account you can make their profile not active and the next time they click anywhere in the web application they will be logged out. These are the steps to do it:

• Settings > Manage users > Edit the desired user > Login Allowed - No

You can deactivate that profile as well and it will be logged out.

• Settings > Manage users > Edit the desired user > Deactivate

You would then create a new employee profile for the individual that will be replacing that employee. Never reuse an employee profile.

Scenario 2: The team member who manages the admin profile is not with you anymore

In this scenario, the only option is to change the admin password. The web platform will log out everyone immediately.

*You can have only one admin for your Kickserv account, but if you need more team members you can upgrade your plan, click on the link for more information.

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