Password Reset Guide for Profile and Staff Accounts

This article serves as a complete guide for CRM users to reset their passwords, either after forgetting them or to enhance security. The steps may differ slightly based on user roles and permissions within the system. The instructions below ensure that you can safely and quickly reset your password.

Resetting Password through "Profile"

If you don’t have access to the "Staff Accounts" section, you can change your password in the "Profile" area. Here's how to do it:

1. Navigate to Settings: Access "Settings" from your CRM dashboard.

2. Open Profile Section: In the "Settings" menu, choose "Profile."

3. Find Change Password Section: Scroll down to locate the "Change Password" section.

4. Input Current Password: Enter your current password to proceed.

5. Create New Password: Enter your new password in the provided field.

6. Verify New Password: Type the new password again for confirmation.

7. Save Changes: Click "Save" to confirm your new password.

Reminder: Your new password should be at least 8 characters long and contain a mix of letters, numbers, and special symbols for added security.

Resetting Password via "Staff Accounts"

For those who manage staff, follow these steps to reset a user's password:

1. Access Settings: Open "Settings" from the main dashboard.

2. Select Staff Accounts: Within the menu, find and click on "Staff Accounts."

3. Locate User Account: Identify the staff member whose password you wish to reset.

4. Edit User Details: Select "Edit" next to their user details.

5. Forgot Password Option: Click on the "Forgot Password" button.

6. Check Your Email: Look for the password reset email in your inbox.

7. Reset Password: Follow the link in the email to set a new password.

Troubleshooting Advice

• Email Not Received?: If you’re not getting the reset email, be sure to check your spam or junk folder and add the CRM’s email address to your safe list.

• Errors During Reset?: Double-check that your current password is correct, and ensure your new password meets the criteria for strength and security.

Frequently Asked Questions

• Can I use an old password again?: It’s best to use a new password each time for maximum security.

• What if I can’t access my email?: Get in touch with the support team to find alternative ways to reset your password.