Overview
This guide explains how to send a password reset link to a user in Dazos CRM. Sending a reset ensures users can securely regain access to their accounts if they’ve forgotten their password or are unable to log in.
Before You Begin
Confirm Instance: Ensure you are logged into the correct Dazos CRM instance for your company.
Identify User: Have the specific user's name or email address ready.
Permissions: You must have Administrative permissions to access the User Management module.
Steps
1. Log in to the Instance: Enter your credentials and navigate to your specific Dazos CRM dashboard.
2. Access the Settings Module: Click on the Settings icon (gear icon) in the main navigation panel to open the configuration menu.
3. Navigate to User Management: Locate the User Management section and select Users. This will open a list of all active and inactive accounts.
4. Select the Specific User: Find and click on the name of the user who requires a password reset to open their individual profile page.
4. Access the "More" Menu: On the right-hand side of the user’s profile information, click the More button.
5. Send Reset Link: Select the Send Reset Link option from the dropdown menu.
Confirm the Success Message: Look for a green notification in the top-right corner that states: "Success Reset Password Instruction has been sent successfully!"
8. Complete the Ticket: Mention in the support ticket that the reset link has been sent. Ask the user to confirm their access and assist with any remaining issues they may encounter.
Verification / Expected Result
A green success message appears in the top right of the CRM interface immediately after clicking.
The user receives an automated email containing a secure, time-sensitive reset link.
The user is successfully redirected to a page where they can set a new password and log in.
Troubleshooting / Common Errors
User Doesn’t Receive Email: Ask the user to check their Spam or Junk folders. If it is still missing, verify that the email address listed in their CRM profile is spelled correctly.
Reset Link Expired: Password reset links are time-sensitive for security. If the user waits too long to click, you will need to repeat the steps above to send a fresh link.
Notification Doesn't Appear: If you do not see the success message, refresh your browser and try again. If the issue persists, check if your own session has timed out.