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Changing or Resetting Your Password

  • Updated
Doc. Number Article Title Effective Date Version
FHC-XX Changing or Resetting Your Password April 04, 2025 1.2

 

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

  1. Click on the Change Password link located on the global header.
    Change Password from Global Header Apr2024.png
  2. The Change Your Password window appears.
    Change Password from Global Header Updated Apr2025.png
  3. Update your password information, and then click the Update Password button in the bottom right when finished.

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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.
  1. From the Admin tab, find the user who needs their password reset and then click the right arrow icon circlewitharrow.png to the far right of their name.
  2. The Edit User page then opens, now go to the User Login Information section (see image below).
    Admin Tab to Contact to User Login Info Apr2025.png
  3. Click Save User from the left-hand side of the Navigation Bar (see image below).
    Admin Tab to Edit User to Save User Apr2025.png

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Resetting your password (User)

NOTE
The user should receive an email with a temporary password from noreply@setforth.com.
  1. Open the email from noreply@setforth.com.
  2. Click the login URL and input your temporary login information. 
    passwordemail Apr2024.png
  3. Once you are successfully logged in, the system will prompt you to create a new permanent password.
    passwordsetnewb Apr2024.png

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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.
1.2 04/04/2025 Reinstalled the first screenshot to reflect updates to the User Interface and then refreshed additional screenshots to improve readability.
     
     

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