Managing Your CRM Password

This article describes how to manage your FORTH CRM password. This article includes the following topics:

• Overview
• Prerequisites
• If You Forgot Your Password (Login Screen)
• How to Change an Existing Password (Inside the App)
• Resetting your password (Admin)
• Resetting your password (User)
• Forth CRM Password Requirements
• User Lockout Enforcement
• Common Troubleshooting
• Assistance

Overview

This article provides information on how to reset a forgotten password, update an existing password, and provides best practices for FORTH CRM password security.

Prerequisites

• To manually resent a user's password, you need the "Edit Users" permission. If you cannot find someone, contact Support@setforth.com for assistance.
• If your organization uses Single Sign-On (SSO), password resets must be handled through your IT provider, not via this form.

If You Forgot Your Password (Login Screen)

If you are unable to access your account, follow these steps:

1. Navigate to your company’s unique Forth login URL (e.g., company.forthcrm.com).
2. Go to the particular portal, in this example debtfreeportal.com  (we recommend Google Chrome as your web browser).
3. If there is a Forgot Password? link, click that. Otherwise go to Step 4.
4. Enter the Email Address associated with the Forth user account when prompted.
5. You will receive an email message from noreply@setforth.com containing a secure login link that is active for ten (10) minutes. Click the secure link within that time frame to access the portal.

6. Enter a new password that meets the security requirements listed in the Forth CRM Password Requirements section of this article.
7. Once you are successfully logged in, the system will prompt you to create a new permanent password.

How to Change an Existing Password (Inside the App)

To update your password while currently logged in:

1. Log in to the Forth CRM.
2. Click on the Profile & Settings dropdown menu at the top right of the page, 
3. Click Change Password (see image below).
   
4. The Change Your Password window appears.
   
5. Enter your Current Password first, then enter and confirm your New Password (see image above).

1. Click Update Password in the bottom right to accept the changed/updated password.

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Resetting your password (Admin)

1. Click the Admin tab, and then find the user who needs their password reset.
2. Click the right arrow icon to the far right of their name.
3. The Edit User page then opens, now go to the User Login Information section (see image below).
   
4. Click the Require Password Change at Next Login checkbox. This is more secure than manually entering a password for the user.
5. Click Save User from the left side of the navigation bar (see image below) to save your password change.
   

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Resetting your password (User)

1. Open the email from noreply@setforth.com.
2. Follow the prompts to complete the password reset.

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Forth CRM Password Requirements

To protect sensitive Fintech data and remain compliant with SOC2 standards, your password must meet the following criteria:

• At least 12 characters. (* The FORTH CRM's maximum allowable password length is now 64 characters for security purposes.  This applies to any user type that is logging into the Forth CRM such as regular users, brokers, etc.
• At least one uppercase letter and lowercase letter
• At least one number
• At least one special character (!@#$%^&*)
• No emojis or non-ASCII characters
• Must not contain username or email
• Must not include email addresses or known domain names (.com, .net, forthpay).

User Lockout Enforcement

Per NIST 800-63, FORTH provides a user lockout function based on the number of invalid attempts made by that user.

*** If the user has ten (10) consecutive invalid attempts, the system locks out the user for 30 minutes.

Troubleshooting

Issue: No reset email received

Solution:  Ensure the email entered matches exactly what is on your "User Profile." Contact your Admin to verify the spelling.

Issue: "Link Expired" Error

Solution: Password reset links are valid for 24 hours. If expired, please trigger a new request.

Issue: Locked Account

Solution: After ten (10) failed attempts, your account is locked for 30 minutes. An Admin can help with unblocking you.

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Assistance

For more information on password management, contact our support team at support@setforth.com.