1. Change Password

NOTE: Representatives or external users are provided with the accessibility of the SurgeONE.ai > Settings > Change Password menu options. Here the term Rep does not mean the users assigned to the Registered Representative role. Rather, here it means those external users who may not be using the inbuilt modules of SurgeONE.ai - but may only access SurgeONE.ai to view the Cyber Compliance Dashboard and to update own login password with the help of this Change Password screen.

Click on the Settings menu option and then on the Change Password sub-menu option under it to get redirected to the SurgeONE.ai Change Password page.

Fig: 1 - Change Password menu option

Here is the view of the loaded page.

Fig: 2 - Change Password page view

You can update your login password here, which will be used to authenticate your user account in the SurgeONE.ai login page.

You can find that there are three fields labeled as Old Password, New Password and Confirm Password. Enter your current password in the first field and the desired new password, ensuring that the New Password and Confirm Password fields match. There are certain conditions for the new password to be accepted by the system, as follows:

1. At least one lowercase letter
2. At least one uppercase letter
3. At least one number
4. At least one symbol. Supported symbols include: ! (exclamation mark), @ (at symbol), # (hash), $ (dollar), % (percentage), ^ (exponent), & (ampersand), * (star/multiplication)
5. Minimum 8 characters password length

The Change Password button gets enabled after entering desired passwords. Click on it. The desired passwords must be valid and matching to proceed.

Fig: 3 - Saving new Password

After your desired password is set as the login password, a success notification appears at the top to notify you about the password update.

Fig: 4 - Success notification prompted

NOTE:

• As you begin to enter password in the New Password field, a green tick icon appears beside each satisfied password requirement.

Fig: 5 - Satisfied condition met for setting password




• On the Old Password field or on New Password field or on the Confirm Password field, a slashed eye icon can be seen at the right side within the field. Click on the slashed eye icon to reveal the entered password by changing the display type from masked to legible text. The eye slash icon changes to the eye icon. Click again on the eye icon to mask the entered password. The icon changes back to .

Fig: 6 - Password unmasking/masking




• The Change Password button is disabled on page load.

Fig: 7 - Change Password button is disabled by default




• The Change Password button is enabled only after you enter valid and matching passwords in the Old Password, New Password and Confirm Password fields, provided that all the stipulated conditions to set a new password are met.

Fig: 8 - Change Password button disabled since all the conditions are not met yet




• A tooltip gets prompted if the old (existing) password is wrong. You must enter the correct one to proceed to update your login password.

Fig: 9 - Tooltip when existing password is incorrectly entered




• A tooltip appears if the old password and the new password are identical, prompting you to choose a different new password. You must change the desired one to proceed to update your login password.

Fig: 10 - Tooltip when the existing password and the desired new password are the same




• A tooltip gets prompted if the passwords specified in the New Password and Confirm Password fields are not the same. You must match both and satisfy the password validations to update your login password.

Fig: 11 - Tooltip when the passwords specified in the New Password and Confirm Password are not the same




• After setting your password successfully, you get redirected to the SurgeONE.ai login page. You need to enter this updated password in the Password field instead of the previous one.

Fig: 12 - SurgeONE.ai login page