| Doc. Number | Article Title | Effective Date | Version |
| FHC-XX | Changing or Resetting Your Password | April 09, 2024 | 1.1 |
This article was developed to review the steps needed to change or reset your password in the CRM. This article includes the following topics:
Changing your password
- Click on the Change Password link located on the global header.
- The Change Your Password window appears.
- Update your password information, and then click Update Password when finished.
Resetting your password (Admin)
IMPORTANT
For a Password Reset, a user in the CRM with Edit Users permissions can help you. If you cannot find someone, contact Support@setforth.com for assistance.
- From the Admin tab, find the user who needs their password reset and then click the right arrow icon
to the far right of their name.
- The Edit User page then opens, now go to the User Login Information section (see image below).
- Click Save User from the left-hand side of the Navigation Bar.
Resetting your password (User)
NOTE
The user should receive an email with a temporary password from noreply@setforth.com.
- Open the email from noreply@setforth.com.
- Click the login URL and input your temporary login information.
- Once you are successfully logged in, the system will prompt you to create a new permanent password.
Article Version History:
| Version | Effective Date | Description |
| Basic | 12/26/2016 | Initial Release |
| 0.1 | 07/14/2021 | Minor Updates |
| 1.0 | 04/30/2023 | Added header and version control footer; refreshed all screenshots and relevant language to match the current user interface and company. |
| 1.1 | 04/09/2024 | Refreshed all screenshots to improve readability. |