FAQs in this section
Can I change the user name of a CRM user?
Only Admin users can make profile changes like user names.
Follow these steps to change the user name:
- Log in to the CRM.
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- Look for the User Management section.
- Select Users. The Users List View page opens.
- Hover over the username of the user you want to change.
- Click the Edit icon.
- Choose the Change Username option.
- Enter the new user name and password. Confirm the password.
- Click Save.
After saving, you must verify the new user name.
- Open the user record with the new user name.
- Click the exclamation mark beside the Username field.
- Click the Click here links in the tooltip.
Note: If you are a Standard user, you can request a CRM admin change your username.
There’s also an alternative way to change a user’s username:
- Log in to the CRM.
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- Look for the User Management section.
- Select Users.
- Click the user record whose user name you want to change.
- Click the More icon on the top right corner of the user record.
- Select the Change Username option.
- Enter the new username, password, and confirmed password.
- Click Save.
A verification email is sent to the new email address in the Username field. The user must click the verification link in the email to verify the new user name.
Note: The user also needs to change the password.