This guide provides administrators with the necessary steps to help team members regain access to the CRM. Whether a user has forgotten their credentials or requires a security update, administrators can facilitate a password reset directly through the user management settings.
Before You Begin
Administrator Access: You must have administrative privileges to access the "Manage Users" section.
Security Note: Only reset passwords for verified team members to maintain account security.
Instructions
Navigate to User Management: Log in to the CRM and go to Settings > CRM Settings > Manage Users. This will display a list of all active and inactive users within your instance.
Locate the Team Member: Find the specific user who needs the reset. Click on the Information Icon (usually an "i" or a small blue icon) located next to their name.
Choose the Reset Method: Within the user details view, you will have two options to proceed:
Send Reset Link: Click this to trigger an automated email to the user’s registered email address. They will follow the instructions in the email to set their own new password.
Change Password: Select this option to manually set a temporary password for the user. You will need to provide this temporary password to them directly so they can log in.
Verification / Expected Result
For Reset Links: The user should receive an email within a few minutes. Once they follow the link and save the new password, they will be able to log in.
For Manual Changes: The system will confirm the password update. The user should be able to log in immediately using the manual credentials you provided.
Troubleshooting / Common Errors
Email Not Received: If the user does not receive the reset link, ask them to check their Spam or Junk folders. Verify that their email address is spelled correctly in the "Manage Users" section.
Manual Password Failure: Ensure there are no accidental spaces at the beginning or end of the manual password when providing it to the user.
Option Missing: If you do not see the "Manage Users" option under CRM settings, your user profile may not have the required "Admin" role permissions.