Log in to Synergy Case Management and click Security Manager in the Administration & Tools group on the ribbon.​

Click Password in the Security Group on the ribbon.

Click Add Policy within the General group on the ribbon.​

Enter a New Name for the new Password Policy.​

If this is to be set as the default Password Policy, select the Is the Default Password Policy check box.​

Enter the required number in the Minimum Length 0-12 field.​

If the password Requires One Character, One Number, one uppercase character or One Special character, select any or all the checkboxes to denote this requirement.​

Select the Not Same as Username checkbox if this rule is to be applied.​

Enter the number of previous passwords that cannot be used in the Can’t Reuse Previous Passwords 0-10 field.​

Enter the number of Failed Login Attempts Before Lock, 0-99.​

Enter the number of Days before forced reset, 0-365.​

If a Password Policy is to be made inactive, select the Inactive checkbox.​

Click Save.

Log in to Synergy Case Management and click Security Manager in the Administration & Tools group on the ribbon.

Click Assign Policy in the Security group on the ribbon. The Assign Password Policy page will open in a new tab.​

Using the radio buttons, select to apply Password Policies to User Group or Team.​

Select a User Group or Team from the drop-down list; selecting All Teams or All Users enables you to see all Synergy Case Management Teams and/or users.​

Select a password Policy from the drop-down list. The default password policy will be indicated. If a password policy has been made inactive, this will also be indicated.​

Highlight a user or, using the CTRL key on your keyboard, click multiple users and transfer them from the Unassigned Users panel to the Assigned Users panel using the double arrow icon.​

Click Save.