Managing your account

How to manage your username, password and user administration functions in Gabriel.

Forgotten username/password

If you forget your username:

  • Principal users should contact us – we will advise you of your username or ID
  • Firm users should contact their Principal User/Firm Administrator to verify their username or ID

If you forget your password:

  1. Click ‘forgotten password’ on the login page
  2. Enter your username and click ‘next’ in the top right corner
  3. Answer the security questions and click ‘next’ (if you can’t remember these see ‘reset password’ below)
  4. Enter your password and click ‘save’

A message will appear to confirm your password has been changed.

Reset your password

If you can’t remember the answers to your security questions and want to reset your password:

  • Principal users should contact us
  • Firm users should contact their principal user/Firm Administrator. The principal user will follow these steps:
  1. In Gabriel, click ‘Firm and User Administration’ from the left menu
  2. Click ‘Reset Password’ then ‘Reset Firm User Password’
  3. Select the user from the list then click ‘Reset Password’

In both cases, you will receive an email asking you to re-activate your account.

Change your password

  1. In Gabriel, click ‘My Details’ then ‘Change Password’ from the left menu
  2. Enter your old password then your new password twice
  3. Click ‘Save’

A message will show that the password has been changed and you can use the new one for future logins.

User administration (principal users only)

This function allows principal users to:

Add a new user

  1. Click ‘Firm and User Administration’ then ‘Maintain/Add User’ from the left menu.
  2. Click ‘Add User’ and enter the user details.
  3. Assign Data Item Permission rights to the user (they are automatically assigned a ‘read only’ permission).
  4. Click ‘Create User’.

The user will be sent an activation email containing a username and password.

View a user

  1. Click ‘Firm and User Administration’ then ‘Maintain/Add User’ from the left menu.
  2. Select a user then click ‘View User’.

Edit a user 

  1. Click ‘Firm and User Administration’ then ‘Maintain/Add User’ from the left menu.
  2. Select a user then click ‘Edit User’.
  3. Review/amend the details and/or Data Item Permissions where necessary.
  4. Click ‘Save’.

The user will be sent an email notifying them of the changes.

Reassign a principal user

  1. Click ‘Firm and User Administration’ then ‘Reassign Principal User’ from the left menu. A confirmation message will show the existing Principal User details.
  2. Click ‘Reassign’.
  3. To reassign to an existing firm user, select them from the list and click ‘Reassign’.
  4. To reassign to a new user, click ‘Add New User’. A page requiring the new user details is displayed.
  5. Enter the user’s first name, surname and email address, then click ‘Reassign’.
  6. When the confirmation page displays, click ‘Yes’ to confirm the details.

The old principal user will receive an email confirming they are no longer the principal user for the firm, whilst the new principal user will be sent an email confirming their role and asking them to re-activate their account using their existing login details.

Change your details

To view or change your personal details:

  • Click ‘My Details’ then ‘View/Change Personal Details’ from the left menu. From here you can:
    • update your personal details and security answers
    • view your list of associated firms
    • view your data item permissions (the permissions revert to the first firm listed in the list of associated firms and can only be edited by the principal user).

To view data item permissions of another associated firm, click on the firm name in the list of associated firms.

To update personal details, edit the appropriate fields, enter your password and then click ‘Save’.