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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 07, 2023 1.0

 

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_Apr2023.png
  2. The Change Your Password window appears.
    ChangeMyPWDialog.png
  3. Update your password information, and then click Update Password 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, locate the user that you want to reset the password for and then click the right arrow icon circlewitharrow.png to the far right of their name.
  2. The Edit User page opens > go to the User Login Information section (see image below).
    resetpassworda.png
  3. Click Save User from the left-hand side of the Navigation Bar.

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Resetting your password (User)

NOTE
The user should receive an email with the 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.png
  3. Once you are successfully logged in, the system will prompt you to create a new permanent password.
    passwordsetnewb.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.

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