Update Application Username and Password

For applications that use individual usernames and passwords stored in each user’s application settings, follow the steps below.

1. Sign in to your Practice Protect account. From the 9-dot menu (App Launcher) in the top-left corner, select Manage to switch to the Manage platform space.

   

2. In the left-hand navigation pane, expand Inventory, then select Identities > Users.

3. Select the user whose application credentials you want to update.

   

   Note: Do not select the checkbox. Instead, click the user’s name or anywhere on the row to open their profile.

4. In the user’s profile, click Application Settings. A list of applications with stored credentials for that user will be displayed.

5. To update the credentials, click the application you want to modify (for example, Xero). The application’s credential settings will open in a pop-up window.

   

    

6. In the required fields, update the username and/or password for the selected application, then click OK to save the changes.

   

7. A notification will appear at the top of the page confirming that the application settings have been updated.

   

The new username and/or password has now been updated in the user’s individual application settings. The changes will overwrite the previous credentials and be reflected for the end user.

For applications where all users share the same username and password, follow the steps below.

1. Sign in to your Practice Protect account. From the 9-dot menu (App Launcher) in the top-left corner, select Manage to switch to the Manage platform space.

   

2. In the left-hand navigation pane, expand Inventory, then select Targets > Applications.

   

3. In Applications, search for the application (for example, Dext – Shared) and click anywhere on its row to open the application settings.

   

   Note: Do not click the checkbox next to the application name, as it only selects the application and does not open its settings.

4. Within the selected application, click Account Mapping, then select All Users Share One Name.

   

5. This will display the Username and Password fields. Enter the new credentials in the required fields to update the application.

   

6. click Save to apply.

For users whose application credentials are not managed by the Password Admin and who wish to update their own login credentials manually, follow the steps below.

1. Log in to Practice Protect. You will be directed to the Platform Access Space (formerly the User Portal).
2. In Apps and Secured Items > My Items, you’ll see all the applications you have access to. Find the application whose credentials you want to update (for example, PandaDoc).
3. Hover your cursor over the application tile, then click the three horizontal dots (more options menu).

   
   

4. Click Settings. This will open the application’s settings page.
   
5. In the required fields, update the username and/or password with the new credentials, then click Save to apply the changes.

   

6. A notification will appear confirming that “<Application Name>” was updated successfully.

   

Note: The username and password for the selected application have now been updated at the user level and will apply only to your account. Credentials configured by a Password Admin will always take precedence over user-managed credentials, in accordance with the Application Credential Hierarchy.