CAIR User Guide Logging in and Managing your CAIR Account...

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Guide to Logging Into CAIR and Managing Your CAIR User Account Revised: 2/24/2020 PURPOSE OF THIS GUIDE This Guide describes how to: 1. Login to CAIR for the first time and set-up your Security Questions (Page 1-4) 2. Troubleshoot login problems (Page 5-7) 3. Manage your User Account on an ongoing basis (Page 8) For additional support, contact CAIR Help Desk: Phone: 800-578-7889 Email: [email protected]

Transcript of CAIR User Guide Logging in and Managing your CAIR Account...

Page 1: CAIR User Guide Logging in and Managing your CAIR Account ...cairweb.org/docs/CAIR2_LoginGuide.pdf · Managing Your CAIR User Account Revised: 2/24/2020 PURPOSE OF THIS GUIDE This

GuidetoLoggingIntoCAIRandManagingYourCAIRUserAccountRevised: 2/24/2020

PURPOSEOFTHISGUIDEThisGuidedescribeshowto:1. LogintoCAIRforthefirsttimeandset-upyourSecurityQuestions(Page1-4)2. Troubleshootloginproblems(Page5-7)3. ManageyourUserAccountonanongoingbasis(Page8)

Foradditionalsupport,contactCAIRHelpDesk:Phone:800-578-7889Email:[email protected]

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I. LoggingintoCAIRfortheFirstTime

FollowtheinstructionsbelowtologintoCAIRforthefirsttime: AnemailwithyourTemporaryPasswordshouldhavebeensenttoyou.

• RegularandPowerusers:YourTemporaryPasswordwillbeemailedtoyouafteryouhavesuccessfullycompletedRegulartraining.

• Read-onlyusers:YourTemporaryPasswordwillbeemailedtoyouassoonasyouraccountiscreatedbytheCAIRHelpDesk.

Note:IfyoudidnotreceivetheemailwithyourTemporaryPassword,contacttheCAIRHelpDesk.1.GototheCAIRLoginscreenathttps://cair.cdph.ca.gov.1. OntheLoginscreen(seebelow)enteryour:

• OrgCode(yoursite’sOrganizationCode):Thisisnotcase-sensitive.• Username(yourindividualUsername):Thisisnotcase-sensitive.• TemporaryPassword:Thisiscase-sensitive.

Note:Ifyoudonotknowyoursite’sOrgCodeand/oryourUsernamecontacttheCAIRHelpDesk.2. Thenclickthe‘Login’button.

IMPORTANT:EachpersonloggingintoCAIRmusthavetheirownUserAccount.UseraccountsandPasswordsmustnotbeshared.

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3. IfyourloginwasNOTsuccessful,thefollowingerrormessagewillappearon-screen.

Ifyoucontinuetogetthiserrormessage,youmustcontacttheCAIRHelpDeskbecausethe‘ForgotPassword’buttonwillnotworkthefirsttimeyouareloggingintoCAIR.

4. Ifyourloginwassuccessfulthefollowingscreenwillappear:

5. YoumustreadthisSecurityNotificationandthenclickthe‘IAgree’buttontoproceed.

8.YouwillthenbedirectedtochangeyourPassword.Passwordsmustcontain:• Atleast8characters • Bothupper-caseandlower-caseletters • Atleastonenumber • Atleastonespecialcharacterfromthecharacterslocatedabovethenumber1-9keysonyour

keyboard-!,@,#,$,%,^,&or*

9.Clickthe‘Save’buttonwhenyouaredone.

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10. OnceyouchangeyourPassword,youwillbedirectedtoset-upthreeSecurityQuestions/Answers.Thesewillbeusedifyoueverforgetyourpasswordandneedtoresetit.TheanswerstoyourSecurityQuestionsmustbe:• Aminimumoffivecharacters.• Canonlybeusedonce(i.e.,thesameanswercannotbeusedformorethanonequestion).• Cannotcontainawordthatisinthequestion.• Note:Answersarenotcase-sensitive.

11. OnceyoucreateandsubmityourthreeSecurityQuestionsandAnswers,youwillseeapop-uppromptingyoutoenteryouremailaddress.Clickthe‘Close’buttontoproceed.

12. Onthescreenthatappears,clickonthe“EditMyUserAccount”linktoenteryourcontactinformation.ThisishelpfulintheeventCAIRstaffneedtocontactyouaboutyouraccount.

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13.Onthescreenthatappears,enteryourcontactinformationandthenclickthe‘Save’button.

14. Onthescreenthatappears,clickonthe‘CAIR’link(underApplications)inthebluemenuontheleft.

15. Youwillthenbedirectedtothescreenbelow.Clickonthelinkforyoursite’sOrgName.NOTE:Ifyouhavebeengivenaccesstomultiplesiteswithinyourorganization,youwillseemorethanoneOrgNamelisted.Selectthesiteyouwillbeworkingatthatday.

16. YouwillthenbeloggedintoCAIRfortheOrgyouselected.

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II.TroubleshootingLoginProblems

CAIRwillautomaticallypromptyoutochangeyourPasswordevery90days.Whenprompted,followtheon-screeninstructionstochangeyourpassword.

Also,ifyoudonotlogintoCAIRfor90ormoredays,youraccountwillbeautomaticallyinactivated.Inthesecases,yoursupervisormustsubmitarequestthroughtheCAIRAccountUpdatewebsitetoreactivateyouraccount–theForgotPasswordbuttoncannotbeusedtoreactivateit.

A. ResettingYourPassword(ifyouforgetyourPassword)AfteryouhavesuccessfullyloggedintoCAIRforthefirsttime,followthestepsbelowtoresetyourpasswordifyoueverforgetit.

YouCANresetyourownPasswordusingthe‘ForgotPassword’buttonifyou:• ForgotyourPassword.• Hadyouraccountlockedfromtoomanyfailedloginattempts.

YouCANNOTusethe‘ForgotPassword’buttonifyouraccounthasbeenInactivated(seepage8).

IfyouenteranincorrectPassword,youwillgetthefollowingValidationErrormessage:

Youwillget5attemptstologinwiththecorrectlogininformation.Ifyoudonotsuccessfullyloginwithin5attempts,youraccountwillbelockedandyouwillgetthefollowingValidationErrormessage:

Ifyougetthismessage,youmustusethe‘ForgotPassword’buttontounlockyouraccount.

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Onceyouclickonthe‘ForgotPassword’button,followthesestepstoresetyourPassword:

1.Onthescreenthatdisplays,enteryourOrgCodeandUsernameandthenclickthe‘Submit’button.

2. IfyouenteredyourcorrectOrgCodeandUsername,youwillbepromptedtoansweroneofyour

SecurityQuestions.

IfyoudidnotenteryourcorrectOrgCodeand/orUsername,youwillreceivethemessagebelow.IfyoudonotrememberyourOrgCodeand/Username,contacttheCAIRHelpDesk

3. IfyousuccessfullyansweredyourSecurityQuestion,youwillbedirectedtothescreenbelowtocreateanewPassword.Note:YoucannotuseaPasswordthatyouhavealreadyusedwithinthelast9times.

OnceyoucreateanewPassword,youwillbeautomaticallyloggedintoCAIR.

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4. Ifyouremailaddressison-fileinCAIR,youwillreceivetheemailbelowthatconfirmsyourPasswordhasbeenchanged.SeePage9forhowtoaddyouremailaddresstoCAIR.

IfyouDONOTsuccessfullyansweryoursecurityQuestion,youwillreceiveyournextSecurityquestion,withanoteatthebottomlettingyouknowthepreviousquestionwasansweredincorrectly.

Ifyouareunabletoansweranyofyour3SecurityQuestionscorrectly,youwillreceivethemessagebelow.YouwillneedtocontacttheCAIRHelpDesk.

IfyoutrytologintoCAIRandyouraccounthasbeenInactivated,youwillreceivethefollowingValidationErrormessage:

Ifyougetthismessage,youmusthaveyoursupervisorrequesttore-activateyouraccountthroughtheCAIRAccountUpdatewebsite.Youcannotreactivateitthroughthe‘ForgotPassword’button.

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III.ManagingYourCAIRUserAccountIfyoueverwanttochangeyourPassword,updateyourcontactinformation,orchangeyourSecurityQuestions/Answers,youcandothisviatwodifferentscreensinCAIR.

1. LogintoCAIR.2. OntheHomescreen(below),undertheManageMyAccountsectionontheleftblueMenu:

• SelecttheEditMyUserAccountlinktoadd/updateyourcontactinformation• SelecttheChangeMyPasswordlinktochangeyourPassword.• SelecttheSecurityQuestionslinktochangeyoursecurityquestionsand/oranswers.

Youcanalsogettothescreenaboveviathe‘manageaccess/account’linkwhichisatthetopofeveryscreeninCAIR.

IfyouhaveanyquestionsorstillhavetroubleloggingintoCAIRafterusingthisGuide,contacttheCAIRHelpDeskat:800-578-7889,[email protected]