Password Overview

 

There are three types of Password records in ePMX; the Master Password, the User's Login Password, and the Vendor's Login Password.
 

Master Password

The Master Password is used as an extra level of security.  It is a required entry for several of the administrative options off of the Utilities Menu in the ePMX system.  The Master Password was originally entered when your ePMX system was first installed.  If your ePMX system is hosted by Bellwether, we made up your Master Password and it was given to your ePMX Administrator along with the URL for the ePMX system.  If you host your own ePMX system, the Master Password was made up by your IT Department when they installed your ePMX system. 

There are two ways you can change the Master Password:


If you know the existing Master Password you can change it by performing the following steps:

  1. Go to the Utilities, User Sub Module Access option or the Utilities, User Class Sub Module Access option
     
  2. Enter the existing Master Password
     
  3. Click on the 'Change' button
     
  4. Enter the New Password
     
  5. Confirm the Password
     
  6. Click on the 'OK' button

If you do NOT know the existing Master Password you will need to contact Customer Support for assistance.  There is a doucment named 'How to Change your ePMX Master Password' that we can send you that contains instructions on how to reset the Master Password.  It requires the entry of a Secret Key that we have on file for your company.  As a security measure, our Customer Support department will only send out this information to someone listed as one of our Primary contacts with your company. 

 

User's Login Password

Each person on the Employee file has a User's Login ID and Password they use to bring up the ePMX system.  These two fields were added to the Employee file when the Employee record was first created; either when the Employee file was imported or individual employee records were manually added to the file. 

 

If you are setup with the proper administrator rights you can change another User's Login Password by performing the following steps:

  1. Go to the Master Files, Employee option
     
  2. Leave the User ID field blank
     
  3. Click on the 'Modify' button
     
  4. A list of all the Employees on file will display
     
  5. Locate the row for the Employee record you wish to change
     
  6. Click on the Key icon
     
  7. Enter the New Password
     
  8. Confirm the Password
     
  9. Click on the Save icon
     
  10. An email will be sent to the address in the 'Email 1' field on the Employee record.  It will state that their ePMX Password has been reset and by whom.  For Security reasons, the New Password will not be listed in the email.  The employee will need to contact the person who reset his password to get his New Password.
     
  11. Click on the 'OK' button
     

An employee can change their own User Login Password by performing the following steps:

  1. Bring up the ePMX system and log in
     
  2. Click on the Change Password icon at the top of the screen
     
  3. Enter their Old Password
     
  4. Enter their New Password
     
  5. Confirm Password
     
  6. Click on the Save icon
     
  7. For Security reasons, an email will be sent to the address in the 'Email 1' field on their Employee record.  It will state that their ePMX Password has been reset.  The New Password will not be listed in the email.  This email will be sent to the employee as a Warning in case they did not change their Password themselves.  
     
  8. Click on the 'OK' button
     
  9. Log into the ePMX system with your ID and New Password
     
 If an employee has forgotten their Password they can create a new one by performing the following steps:
  1. Bring up the ePMX system
     
  2. Click on 'Forgot your Password'
     
  3. Enter your User Login ID
     
  4. Click on OK
     
  5. An email will be sent to the address in the 'Email 1' field on your Employee record.  It will contain a link to create a new ePMX Password.
     
  6. Click on the 'OK' button
     
  7. Open up the email and click on the 'New Password' link
     
  8. Confirm Verification Code
     
  9. Enter your New Password
     
  10. Confirm Password
     
  11. Click on the Save icon
     
  12. Log into the ePMX system with your ID and New Password

 

Vendor's Login Password

Each vendor on the Vendor file can be setup with a Login ID and Password.  If these fields are filled in, when a Request for Quote is emailed to the vendor, the email will contain a link to the Vendor Login Screen.  The Vendor can then click on the link, login to the ePMX system, and be sent to a screen where he can enter online bids for the RFQ.  The Login ID and Password entries are located on the Vendor record, Addl Vendor Info screen.   Once entered you cannot change the Vendor's Password on this screen.
 

If you are setup with the proper administrator rights you can change the Vendor's Password by performing the following steps:

  1. Go to the Master Files, Vendor File option
     
  2. Leave the Vendor Code field blank
     
  3. Click on the 'Modify' button
     
  4. A list of all the Vendors on file will display
     
  5. Locate the row for the Vendor record you wish to change
     
  6. Click on the Key icon
     
  7. Enter the New Password
     
  8. Confirm the Password
     
  9. Click on the Save icon
     
  10. An email will be sent to the vendor's email address.  It will state that their ePMX Password has been reset and what it was set to.  It will show in the subject line that the email was sent on behalf of the user who changed it. 
     
  11. Click on the 'OK' button

 

A vendor can change their own Password by performing the following steps:

  1. Click on the link in the email that was sent with the Request for Quote
     
  2. Enter the Vendor Login and Password and then click on the Login button
     
  3. Click on the Change Password icon at the top of the screen
     
  4. Enter their Old Password
     
  5. Enter their New Password
     
  6. Confirm Password
     
  7. Click on the Save icon
     
  8. An email will be sent to the vendor's email address.  It will state that their ePMX Password has been reset and what it was set to.  It will show in the subject line that the email was sent on behalf of the vendor since they are the one who changed it. 
     
  9. Click on the 'OK' button

 

 If a vendor has forgotten their Password they can create a new one by performing the following steps:

  1. Click on the link in the email that was sent with the Request for Quote
     
  2. Click on 'Forgot your Password'
     
  3. Enter the Vendor Login
     
  4. Click on OK
     
  5. An email will be sent to the vendor's email address.  It will contain the Vendor's Login and the newly assigned Password.  After logging in with the newly assigned password, the vendor may choose to change to a vendor friendly Password using the Change Password option.
     
  6. Click on the 'OK' button
     
 

Password Settings

There are password settings available to establish your company's Password requirements.  For example; you can specify the length of the password, specify characters the password must contain, limit number of failed attempts before user is locked out of the ePMX system, force the user to reset their password, and setup Multi-Factor Authentication.  Click on Password Settings to review information about how these settings work.   You can modify these settings by performing the following steps:

 
  1. Go to the Master Files, System Information option
     
  2. Click on the Password Settings tab
     
  3. Modify the settings to meet your company's requirements
     
  4. Click on the Save icon

Note: The Password Settings only apply to the User's Login Password.  They do NOT apply to the Master Password or the Vendor's Login Password.