Guide: Admins Getting Started Part 12 - Personal Information and Password

The Personal Information section allows HR Administrators to manage their own user details within SimplyMerit, including updating their name, email address, and password. Changes made here apply only to the currently logged-in user.

---

Accessing Personal Information

Navigate to:

Configuration → Personal Information

(Click here to enlarge in a new tab)

---

Your Information

The Your Information section displays and allows edits to your basic user details.

Available fields include:

• First Name

• Last Name

• Email address

Updating Your Information

1. Update the desired fields.

2. Click Save Changes.

Important notes:

• Changes apply immediately after saving.

• Updating your email address changes the login email associated with your account.

• If your email address is changed, you will need to use the new email address the next time you log in.

(Click here to enlarge in a new tab)

---

Your Password

The Your Password section allows you to change your login password.

To change your password, you must provide:

• Current Password

• New Password

• Password Confirmation

Click Save Changes once all fields are completed.

(Click here to enlarge in a new tab)

---

Password Requirements

Passwords must meet the following criteria:

• Minimum of 8 characters

• Must contain at least three of the following four character types:

  • Uppercase letter

  • Lowercase letter

  • Numeric character

  • Special character

Allowed special characters include:

!"#$%&'()*+,-./:;<=>?@[\]^_`{|}~

Additional restrictions:

• Passwords may not contain more than three repeating or sequential characters

• Passwords may not contain personal identifiers or usernames

• Passwords may not match any of the four previously used passwords

• Do not include personal identifying information in your password

---

Important Notes and Best Practices

• Password changes take effect immediately.

• If you forget your password, use the Forgot Password option on the login page.

• For security reasons, password changes cannot be performed by another user on your behalf.

• Single Sign-On (SSO) users: If your organization uses SSO, password management may be handled by your identity provider instead of SimplyMerit. Before importing or updating employee email addresses, confirm with your IT team that the email addresses in your import file exactly match the email addresses used for SSO authentication, as the SimplyMerit email and SSO email must be the same for users to log in successfully.

---

Summary

The Personal Information page allows users to maintain their own account details and credentials. Keeping this information current ensures uninterrupted access and maintains account security.

→ Next : Guide: Admins Getting Started Part 13 - Custom Fields