How To Do a Password Reset
Purpose:
The purpose of this walkthrough is to show you how to Reset your Password inside the Webforce CRM.
Pre Requisites:
WF account
In the WebForce platform, there are two ways to reset passwords if you or your teammates can’t get into the system.
Resetting From Front End
Click Forgot Password
Enter your email address and click Send Account
Follow instructions within email and login!
Resetting Inside WebForce
Navigate to the area you need the password reset for by going to contact and selecting employee or customer
Click the person’s email that you want to reset the password
Click View Customer Profile
Next, you will click the settings tool at the center
Once here you will see the Reset Password button, Click
You will have the option to reset the password yourself or send password reset instructions directly. If you change the password, don’t forget to hit save!
Check List:
WF account
Log in to Webforce