Accessing the Practifi Success Portal

Overview

To access certain features within the Practifi Success Portal, Administrators will need a new user profile. The user profile is created on your behalf by your Implementation Consultant or the Practifi Support team. Once created, you will receive emails from Practifi Success to establish your account's password. This article outlines the emails you will receive as part of this process, so you can recognize each one and complete the setup smoothly. If you have any questions or concerns about your Practifi Success Portal credentials, please reach out to your CSM or Practifi Support. 

• Setting Your Password
• Resetting Your Password

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Setting Your Password

1. After receiving your Create a password for Practifi Success email, click the Create a password link. This will open a new window in your internet browser.

   Please note: Depending on your email settings, this email may be delivered to your spam folder or take a moment to arrive in your inbox.

   

2. On the "Choose Your Secret Password " page, enter your Practifi Success password in the "Your password" field. 

   Your password may differ from your Practifi login credentials and must meet the following requirements.

   • Must be at least 5 characters
   • Must be fewer than 128 characters
   • Must be different from email address
3. Once you have entered your password, click the Set password button.
4. Upon clicking the Set password button, you will be redirected to the Practifi Success Portal home page and will be automatically logged in. 

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Resetting Your Password

To reset your password, contact your CSM or ask another user in your organization with Practifi Success Portal access to submit a Practifi Support request on your behalf.  Your CSM or Practifi Support will trigger a password reset email to the address associated with your Practifi Success Portal account. 

Please note: Depending on your email settings, this email may be delivered to your spam folder or may take a moment to arrive in your inbox.

1. Once you have received the password reset email, click the password link. This will open a new window in your internet browser.

   

2. On the "Change password" page, enter your new Practifi Success password in the New password field. 

   Please note: Your password may differ from your Practifi login credentials and must meet the following requirements.

   • Must be at least 5 characters
   • Must be fewer than 128 characters
   • Must be different from email address
      
3. Once you have entered your password, click the Change password button. Upon clicking this button, you will be redirected to the Practifi Success Portal home page and automatically logged in. You will also receive an email to the email associated with your Practifi Success Portal account informing you of this password change.