At some point, you or one of your team members will need to change a password, whether it's been forgotten or you want to update it for security reasons. This article walks you through each step so you can update your password securely and with minimal fuss.
📌Note: The process varies slightly depending on your user permissions.
Resetting Your Password through "My Profile"
Head to Settings and open the My Profile section, which you'll find on the right side under General.
- Enter your current password.
- Input your desired new password.
- Re-enter the new password for confirmation.
- Click the "Update Password" button to save your changes.
Make sure your new password is secure; it must be more than 8 characters and include a mix of uppercase, lowercase, numbers, and special characters.
Resetting Your Password through "My Staff"
If you have access to manage staff accounts, go to Settings and open the My Staff section. Click the pencil icon next to the user whose password you want to reset.
Under User Info, click the Forgot Password option; this sends an email to the user so they can set a new password.
To change the password directly, open Advanced Settings, type in a new password, then click Save.
Troubleshooting Tips
Not Receiving Emails?
If the password reset email doesn't arrive, check your spam or junk folder and make sure the CRM's email address is marked as safe.
Error Messages
If you see any error messages during the process, double-check that you've entered the correct current password and that your new password meets the required criteria.
Frequently Asked Questions
Can I use a previous password?
For security, it's best to use a password you haven't used before with the CRM. That said, the CRM won't reject a previous password if you do.
What if I don't have access to my email anymore?
Contact your admin team for help resetting your password. They can use the method described in the My Staff section above to reset it for you; the email address can also be updated under User Info.