As an Admin user, you can change your password and other users through two ways:
- Quick Reset from the User List
- From the User Record
We will learn more about each method below
Quick Reset from the User List
Follow these steps to change the Password from the user list:
- Log in to your CRM account.
- Click the User Menu on the top right corner of the CRM screen.
- Click Settings. The settings page opens.
- Look for the User Management section.
- Select Users. The Users page opens.
- Hover over the user you want to change.
- Click the Change Password. A change password window opens.
- Enter or select the following information to change the Password:
- New Password - Enter the new password.
- Confirm Password - Re-enter the new password to confirm it.
- Click Save.
From the User Record
Follow these steps to change the password from the user record:
- Log in to your CRM account.
- Click the User Menu on the top right corner of the CRM screen.
- Click Settings. The settings page opens.
- Look for the User Management section.
- Select Users. The Users page opens.
- Open the user's record from the Users list.
- Click the More icon on the top right corner of the screen.
- Click the Change Password. A change password window opens.
- Enter or select the following information to change the Password:
- New Password - Enter the new password.
- Confirm Password - Re-enter the new password to confirm it.
- Click Save