How do I reset a password for File Share in CCH® Site Builder?

For a user to reset their own password, do the following:

  1. Have the user go to your website.
  2. Click on the File Share banner or button.
  3. Click Forgot Password.
  4. Enter their email address.
  5. Click Submit.


To reset a users password in File Share, do the following:

  1. Log into File Share.
  2. Click User Administration.
  3. Click the Edit icon for the user.
  4. Type in the new password.
  5. Click Submit.
  6. Notify the user what the new password is.

To update the password for the firm, do the following:

  1. Log in to File Share.
  2. Click My Profile.
  3. Click Change Password.
  4. Enter your old and new password.
  5. Enter your new password again to verify it.
  6. Click Update.

Notes: 

The password must:

  • Be 8 characters or longer.
  • Contain a combination of at least three of the following:  
    • 1 or more lowercase letters
    • 1 or more uppercase letters
    • 1 or more numbers
    • 1 or more special characters 
    • Not include spaces or the following characters:  : # & + , ( ) / @ 
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