Standard Authentication: Change Your Own Password or Change the Password of an Organization User

Login Screen > Change Password

Home > selected Organization > menu or right-click > Settings > General > Users > selected User > Change Password | Edit with Change Password

Project > Settings > Organization Settings tab > General > Users > Change Password | Edit with Change Password

From Organization Settings, requires Organization - Users - Add/Edit Permissions

Change Your Own Password at Login

Organization and System Users on a Standard Authentication system must change their passwords before logging in to eDiscovery under the following conditions:

  • At initial login to eDiscovery.
  • At the next login following a password expiration, based on the password policy set by a System User in a System-level role with permissions (for example, a System User in the System Administrator role).
  • At the next login following a reset of the password by an Administrator, such as an Organization User or System User password reset by an Administrator using the eDiscovery application.

When a password change is required due to password expiration, a password change request, or initial login, an Organization User specifying credentials on the eDiscovery Login screen will see a popup with the following:

Your password expired, a password change has been requested, or this is your first time logging in.

Please change your password on the next screen.

Clicking Continue on this popup redirects the User to the Change Password screen. Clicking Cancel returns the User to the Login screen.

In general, an Organization User can make a password change by clicking Change Password from the Login screen.

For more information about the Login screen and overall process, please see About the eDiscovery Login Process.

When changing your password, you must know your current password.

Be sure that the new password meets either the default User password requirements (default)Closed Locally authenticated passwords are case sensitive. They can include both letters and numbers, and they can include symbols. They must be at least 8 characters and can be a maximum of 64 characters long. Remotely authenticated passwords must match what is defined in the remote LDAP database., or the strong passwordClosed A strong password minimally has the following: at least 8 characters uppercase and lowercase letters a number a non-alphanumeric symbol. A user with System Administrator permissions can configure the minimum requirements for user passwords as a password policy. based on the password policy set by a System User in a System-level role with permissions.

Change Password Options for Your Own Account

When changing your own password at login, the Change Password dialog provides information about the current password requirements for the New Password field, and will report any errors that apply to the fields after you supply the correct username and current password.

The Change Password dialog at login (for User entries on a Standard Authentication system) contains the following:

Note: Required fields are identified with a red asterisk * in the dialog. You cannot submit the Change Password operation until you have provided information for all required fields.

  • Username — As long as a username appears on the Login screen (for example, when Remember Me is enabled), this field initially displays the username shown on the Login screen; if not, this field will be blank and you must supply a valid username. When a username is initially displayed, you can change the username in this field to another user, which means that any password changes would apply to this newly specified user. Note that changing the username in this popup does not affect the username shown on the Login screen.
  • Current Password (required) — Specify the current password for the displayed username. When you click Save Changes, validation of newly specified password information will only occur if the current password information is correct. Once you provide the current password, you can click the icon to show the current password in clear text; once the password is shown, you can click to hide the password.
  • New Password (required) — Specify the new password you want to use. Specify a new password that meets the default user password requirements or the current password policy requirements. The password policy is configured by a System User in a System-level role with permissions from the eDiscovery System Settings. Once you provide the new password, you can click the icon to show the password in clear text; once the password is shown, you can click to hide the password. By default, locally authenticated passwords are subject to the configured password policy. Remotely authenticated passwords must match what is defined in the remote LDAP server. After a change to the password policy, when you change your password, you must observe the new requirements. See About Password Policy Requirements for more information.

About Password Policy Requirements

The Change Password screen will display the current password policy requirements set by a System User in a System-level role with permissions. Here is an example of what a user will see for a password policy that minimally requires 8 characters, 1 uppercase letter, 1 lowercase letter, 1 number, and 2 symbols:

New password must contain at least:

8 characters
1 uppercase letter
1 lowercase letter
1 number
2 symbols (non-alphanumeric characters, i.e., ! @ # $ %)

As you type your new password, each part of the password policy listed will show a green checkmark ( ) when you have complied with the policy item; a red error symbol ( ) will appear when you have not yet complied with the policy item: The OK button will only be enabled when you have satisfied all password policy requirements.

Save or Cancel Changes

The following actions control whether the password changes are saved or discarded:

  • Save Changes — This button is not active until you supply the required information. Clicking this button validates your password changes. If all information is valid based on the current password policy requirements, your password changes will be applied. If you have not supplied the correct current password for the supplied username, clicking this button will report the error and you will need to go back and supply the correct information. Assuming you have supplied a valid current password for the username, clicking this button will display any errors associated with meeting the current password policy requirements.
  • Cancel — Click this button to discard any changes you have made.

Change the Password of another Organization User or System User

Note: Requires Organization - Users - Add/Edit Permissions

If you are an Organization Administrator or System User with the appropriate permissions, you can use the eDiscovery Organization Settings to reset the locally authenticated password for another User Account. Changing the password for another User account unlocks that User entry, if it has been locked.

Note: After reset of an Organization User password, that User will be required to make a password change at the next login. After a password change is made for an Organization User who has Remember Me enabled, the remembered password will be disabled at the User's next login. In this case, an Edit icon (located to the far right of the Password field on the Login screen) enables the User to provide the updated password, thereby making the current password "forgotten" once the User logs in with the new password. In general, changing a password for an Organization User will log that User out of all devices.

The Change Password option is also available for a System User account from the eDiscovery Organization Settings. After reset of a System User password (for example, by another System User, or by an Organization Administrator), that System User will be required to make a password change at the next login to eDiscovery.

Change Password Options for another User's Account

When changing (resetting) the password of an Organization or System User, the Change Password dialog contains the following:

Note: Required fields are identified with a red asterisk * in the dialog.

  • Username — Displays the account name of the Organization or System User whose password you want to reset to a new password.
  • New Password (required) — Specify the new password for the Organization User. You can click the icon to show the password in clear text; once the password is shown, you can click to hide the password again. The password must meet the default password requirements or current password policy requirements. See About Password Policy Requirements. By default, locally authenticated passwords are case-sensitive, can include both letters and numbers, can include non-alphanumeric symbols, and must be at least 8 characters and a maximum of 64 characters long. The Organization User will need to change this password at their first login after the change.

OK or Cancel Actions

The following actions control whether the password changes are saved or discarded:

  • OK – Click this to save the password change for the specified Organization User or System User.
  • Cancel – Click this to discard any changes you have made to the specified Organization User or System User password.