Case: There is an  ex-employee whose name was linked to a generic email, and need to link that email to the new employee, and the old employee has the Authenticator access 


Guidance:

Before the changes of the member name, it need first to resolve the password and authenticator, then you may re-assign the email address to NEW employee/member and just change the "Employee Name" while keeping the same email address, you do not need to remove and re-add the user. 

STEPS:

Forgot password

Since the new employee does not have access to the Authenticator, he need to change the Password first. to do that, the new employee should have access to the Email Address (able to receive emails), they need  to change the password  via  "Forgot Password" on LodgeiT Log-in page. 

 change the password first via  "Forgot Password" on LodgeiT Log-in page.


Reset Login

Ask LodgeiT Team to reset your login, this is for the authenticator reset, You need to provide answers for the following (for security purposes)

  1. Email address registered to LodgeiT 

  2. ABN of your firm / Main Account in LodgeiT

  3. Your TFN or Client's TFN that you've added via your LodgeiT account (only the last 6 digits)

 Once the login has been reset, you need to download first your preferred authenticator and then scan the QR image using the authenticator when you re-login again.

Artcle: Turn on 2-step authentication via Authenticator app 

Update Profile Name to the NEW employee or member

Once the new member can access the LodgeiT, he may change the profile name, via human icon.

Steps to Change the Staff Name in LodgeiT

Log in to LodgeiT using the existing email address and password.
 Access the User Menu:
  • Click the blue user icon in the top-right corner of the LodgeiT interface. This icon is represented by a person symbol.
  • From the dropdown menu, select "Account".
Access User MenuImage Description: This tutorial shows how a new team member can change their profile name in LodgeiT after gaining access.
Update the Profile Name:
  • On the account settings page, locate the fields for "First Name" and "Last Name".
  • Modify the text in these fields to reflect the new name.
  • Save the changes by clicking the "Save" or "Update" button (if available).
Update Profile Name

Image Description: This tutorial shows how to update a user's profile name within the LodgeiT system.

Key Notes:

  • No need to remove the user: You can directly update the name without removing and re-adding the user.
  • Email address remains unchanged: The email address associated with the account will stay the same.