Reset BBIS User's Password From CMR

Question

We would like to reset a Constituent's BBIS password from CRM. Not all of our CRM users have access to BBIS so this would be a way of exposing that functionality without exposing all of BBIS.

I was thinking of adding a child tab under Online Info on the constituent record with a record operation to call some password reset functionality.

Has anyone done something like this before?

Nick Preshaw · Answer

I did not, I went ahead and created a support ticket.

Thank you.

Crystal Bruce · Answer

Hi @Nick Preshaw checking in on this - did you ever find a way to do this? If not, my team returned with a request for you to open a support ticket to look into this further.

Crystal Bruce · Answer

Hi @Nick Preshaw checking on this as it has been a few days and no response from the community. I'm checking with my team on this!