Managing Account Credentials

Intro

If your Arc Suite user account is in a DFIN-managed Single Sign-on (SSO) domain, you can change the password and/or the security question and answer associated with your account at any time using the self-service features of the application.

Tasks

  • If your Arc Suite user account is in a DFIN-managed Single Sign-on (SSO) domain, you can change the password associated with your account at any time, once logged into the application. Follow the instructions outlined below to do so.

    1. Place your cursor over the site/environment information text at the top of the application window and select “Change Password” from the that displays.
      “Change Password” menu item
      “Change Password” page
    2. Enter your “Username” (i.e., your e-mail address) and your “Current Password” in the corresponding fields.

    3. Provide a new password in the “New Password” and “Confirm New Password” .

      • For DFIN-managed Single Sign-on (SSO) domains, a Arc Suite password must be a minimum of eight (8) characters, cannot contain a user’s email address and must contain at least three (3) characters of .
        • uppercase letter (e.g., “A”, “B”, “C”, etc.)
        • lowercase letter (e.g., “a”, “b”, “c”, etc.)
        • number (e.g., “1”, “2”, “3”, etc.)

        • special character (e.g., “@”, “!”, “$”, etc.)

          Commas (“,”) may not be used as part of the password.

      • When changing the password for a DFIN-managed SSO domain account, the new password cannot be the same as any of the past 24 passwords used by that user.
      • The user password for a DFIN-managed SSO domain account cannot be changed more than once in a 24-hour period.

    4. Click the “OK” button.

    5. You may close the browser tab to continue working in Arc Suite.

  • If your Arc Suite user account is in a DFIN-managed Single Sign-on (SSO) domain, you can change the security question and answer associated with your account at any time, once logged into the application. Follow the instructions outlined below to do so.

    1. Place your cursor over the site/environment information text at the top of the application window and select “Change Security Question/Answer” from the that displays.
      “Change Security Question/Answer” menu item
      “Change Security Question/Answer” page

    2. Enter your “Username” (i.e., your e-mail address) in the corresponding field, and then strike the “Tab” or “Enter” key, or click in any other field on the page.

    3. Provide a pair.
      1. If you just wish to change the answer to your current security question, type it in the “Answer” field.

      2. If you want to specify a new security question and answer do the following:

        1. Click the at right of the “Security Question” field to pick the new question.
          1. Select a question from those listed on the dialogue.

          2. Click the “OK” button at lower-right of the dialogue.

        2. Provide a response to the question in the “Answer” field.
    4. Enter your “Current Password” in the corresponding field.

    5. Click the “OK” button.

    6. You may close the browser tab to continue working in Arc Suite.

  • If you ever forget your Arc Suite user account password and cannot log into the application, you can reset the password at any time. Follow the instructions outlined below to do so.

    1. Go to the Arc Suite Login page and click the “Forgot your password?” link at lower-left.

      “Forgot your password?” page
    2. Type your email address in the “Email address” field.

    3. Click the “Next” button.

    4. Reset your password, using the for your user account domain.

      1. If your Arc Suite user account is in a DFIN-managed Single Sign-on (SSO) domain, click the “Reset My Password” in the e-mail message you received to initiate the password reset process.
        “Reset Password” page

        1. Enter your “Email address”.

        2. Enter the answer to your security question in the “Answer” field.

        3. Provide a new password in the “New password” and “Confirm new password” .

          • For DFIN-managed Single Sign-on (SSO) domains, a Arc Suite password must be a minimum of eight (8) characters, cannot contain a user’s email address and must contain at least three (3) characters of .
            • uppercase letter (e.g., “A”, “B”, “C”, etc.)
            • lowercase letter (e.g., “a”, “b”, “c”, etc.)
            • number (e.g., “1”, “2”, “3”, etc.)

            • special character (e.g., “@”, “!”, “$”, etc.)

              Commas (“,”) may not be used as part of the password.

          • When changing the password for a DFIN-managed SSO domain account, the new password cannot be the same as any of the past 24 passwords used by that user.
          • The user password for a DFIN-managed SSO domain account cannot be changed more than once in a 24-hour period.

        4. Click the “OK” button.

        5. Click the “OK” button on the page to go to the Arc Suite Sign in page.
      2. If your Arc Suite user account is in a client-managed Single Sign-on (SSO) domain (i.e., not managed by DFIN), you will need to contact your corporate system administrator or other application administrator for assistance with resetting your password through the trusted client system.

    1. Expand the Environment Administration “Settings” .

      1. Click the “Home” button at the top of the application window to return to the landing page.

      2. Select “Environment Administration” from the .
        Landing page, “Environment Administration” selection

      3. Click the “Settings” menu to view available items.

    2. Click the “Users” item.

      “Users” page

    3. Select the desired item from the “Listing” pane at left of the page.

    4. Review and edit information for the item in the “Detail” pane at right of the page, or directly in the cells of the “Listing” pane at left of the page.

    5. Click the “Save” button at lower-right of the page if any updates were made.

    A listing of records, with certain associated information, can be exported from the application database to any of several different file formats (DOC, HTM, XML, etc.). Follow the steps below to perform a data export.

    1. Click the “Export data” at lower-right of the pane where existing items are listed to export data from the grid.

      1. Select the next to the file format to which you’d like the data saved.

        •  .XML

        •  .DOC

        •  .CSV

        •  .HTM

        •  .TXT

      2. Click the “Accept” button at lower-right of the dialogue.

        1. Specify a local or network directory in which to store the file, and provide a “File name”.
        2. Click the “Save” button.