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Troubleshooting 'Invalid Credentials' Error When User Account Doesn't Exist in System (CRM)

Users may experience login issues such as receiving an "invalid credentials" error, failed password reset attempts, or persistent login failures even after following standard reset procedures.

Symptom/Error

Users experience the following login issues:

  • Receive 'invalid credentials' error message when attempting to log in

  • Password reset attempts fail or don't resolve the login issue

  • Multiple password reset attempts still result in login failure

  • Error persists despite following standard password reset procedures

Cause

When users receive 'invalid credentials' errors even after successful password resets, this typically indicates that the user account does not exist in the Dazos CRM system. The password reset process may appear to work, but authentication fails because there is no user record in the system to authenticate against.

Solution

Follow these steps to resolve this issue:

Step 1: Verify Account Existence

Internal administrators should check if the user account exists in the system:

  1. Navigate to Settings → Manage Users

  2. Search for the user by name or email address

  3. Check both the Active Users and Inactive Users tabs

  4. If the user is not found in either location, the account does not exist

Screenshot of Manage Users interface


Step 2: Contact Internal Administrator

Users experiencing this issue should:

  1. Contact their internal administrator or manager

  2. Request verification of their account status in the Dazos system

  3. Provide their full name and email address for account lookup

  4. Ask the administrator to create a new user account if none exists

Step 3: Account Creation (For Administrators)

If the user account doesn't exist, administrators can create it by:

  1. Going to Settings → Manage Users

  2. Clicking Add New User

  3. Entering the user's information and assigning appropriate permissions

  4. Saving the new user account

Step 4: Initial Login Setup

After account creation:

  1. The administrator should send a password reset link to the new user

  2. The user should check their email (including spam folder) for the reset link

  3. Follow the password reset process to set their initial password

  4. Attempt login with the newly created credentials

Expected Result

After the user account is created in the system:

  • Password reset emails will function correctly

  • Users can successfully set their password

  • Login attempts will succeed with valid credentials

  • No more 'invalid credentials' errors will occur

When to Contact Support

Contact Dazos Support if:

  • The administrator needs assistance with account creation

  • Login issues persist after account creation and password reset

  • Multiple users are experiencing similar account-related issues

  • You need help with user management or permission assignment

Note: Dazos Support cannot create user accounts directly. All user account creation must be performed by authorized administrators within your organization for security and auditing purposes.

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