How can I manage user accounts and assist with login issues in Dazos?
Managing user accounts and resolving login issues in Dazos involves understanding the roles and responsibilities of your organization’s Admin and the support provided by Dazos. Below is a comprehensive guide to help you navigate these tasks.
Overview of Dazos Support's Role in Account Management
Dazos Support is not authorized to create or delete user accounts on behalf of any organization. For security and auditing purposes, these administrative actions must be performed by an authorized Admin within your organization. If you need assistance with account management, please contact your organization’s Admin.
Steps for Unlocking a User Locked Out due to too many failed login attempts
If one of your organization's users has locked themselves out of the system due to too many failed login attempts, you may proceed to manually unlock them before their 1-hour lockout period automatically expires:
Go to Manager Users
Click on the Info icon to the left of the user
Click on Enable Login (this link will only be shown if the user has been locked out and their login is currently disabled):
Steps for Resetting User Login Credentials
Follow these steps to any user reset their login credentials:
Go to CRM Settings -> Manage Users
Search for and find the user you would like to reset
Trigger a Password Reset: Initiate a password reset by selecting Send Reset Link from the Info icon menu to the left of the user.
Check for the Reset Email: Ask the user to check their inbox and spam folder for an automated email from Dazos.
Complete the Reset: The user should follow the link in the email to set their password and complete password reset.
General Troubleshooting Tips for Login Issues
Check the user's Role. Any user assigned to Roles No Access or Disabled Reps are not allowed access to the system, you must change their role to any other role in order to provide them with access.
If you cannot find the user in your Users list, check the Inactive Users tab to see if the user has been "soft-deleted". These Inactive Users may be restored.
Ensure the user’s email address is correctly entered in the User's profile.
If the user has been locked out due to too many failed login attempts, follow the instructions above to unlock them immediately. Otherwise, they will automatically be unlocked in 1 hour and be able to log in again.
Verify that the user has received the password reset email and followed the instructions.
If the user cannot find the email, advise them to check their spam or junk folder.
For persistent issues, contact Dazos Support for further assistance.
By following these guidelines, you can effectively manage user accounts and assist with login-related concerns in Dazos.