How to Create Temporary Login Credentials for Troubleshooting Help
Sometimes the ApproveMe team may ask for temporary login credentials to take a backend look at WP E-Signature, to help troubleshoot issues. Here are some instructions on how to create a temporary user to share. 🙂
Instructions for creating an administrator account:
1. Navigate to your WordPress backend > find the Users menu on the left side bar > add new.
2. Enter a username. We’d suggest using something unique like “esigadmin”.
3. Enter an email address. You can use firstname.lastname@example.org if you’d like.
4. Enter a password. You should make sure this is a strong password, even though it’s only a temp account. Here’s a great tool to generate a secure password: http://strongpasswordgenerator.com/
5. Confirm the password in the second password field and make a note of the password to send to us. You can check the ‘Send Password’ box to get the login details sent to your email address if you’d like.
6. Set the Role field to ‘Administrator’.
7. Click the ‘Add New User’ button and you’re done!
After this user is created, you should temporarily hand E-Signature super admin permissions over to it. This way, the user has access to view main E-Signature settings and all documents, which is important when troubleshooting.
Instructions for super admin handoff:
To hand off super admin permissions, log in as the current super admin and visit E-Signature > settings > select the new desired username from the super admin drop down > save settings