How to Reset Your Password Through My Profile & My Staff

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This article serves as a comprehensive guide for users who need to reset their password within the CRM. It is designed for users of all levels, whether you have forgotten your password or simply wish to change it for security reasons. The process varies slightly depending on your user permissions within the CRM. This guide will walk you through each step, ensuring you can securely and efficiently update your password.

Resetting Your Password through “My Profile”

For users without access to the “My Staff” tab in the CRM settings, the “My Profile” section is where you’ll need to go to reset your password. Here’s how:

  1. Navigate to Settings: Look for the “Settings” option in your CRM dashboard.
  2. Access My Profile: Within the Settings menu, select “My Staff.”
  3. Change Password Section: Scroll to the “Change Password” area.
  4. Enter Current Password: Type in your current password.
  5. Set New Password: Input your desired new password.
  6. Confirm New Password: Re-enter the new password for confirmation.
  7. Update Password: Click the “Update Password” button to save your changes.

Note: Ensure your new password is secure. It must be more than 8 characters, including a mix of uppercase, lowercase, numbers, and special characters.

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Resetting Your Password through “My Staff”

For users with access to manage staff accounts, follow these steps to reset a password:

  1. Go to Settings: Find and click on the “Settings” option.
  2. Select My Staff: Within Settings, locate and select “My Staff.”
  3. Choose the User: Identify and choose the correct user account you wish to reset the password for.
  4. Edit User Info: Click on “Edit” next to the user’s information.
  5. Forgot Password: Find and click on the “Forgot Password” option.
  6. Check Your Email: Look for an email from the CRM with a password reset link.
  7. Restore Password: Use the link provided in the email to set a new password.
  8. Save: Make sure to save the new password.

Troubleshooting Tips

  • Not Receiving Emails?: If you don’t receive the password reset email, check your spam or junk folder. Ensure that the CRM’s email address is marked as safe.
  • Error Messages: If you encounter any error messages during the process, double-check that you’re entering the correct current password and that your new password meets the required criteria.

Frequently Asked Questions

  • Can I use a previous password?: For security reasons, it’s best to create a new password that you haven’t used before with the CRM.
  • What if I don’t have access to my email anymore?: Contact the administrative team for assistance in resetting your password through another method.