How do I reset my password?

Owned by Luis Madrid
Last updated: Nov 23, 2023 by Santiago Cuartas
2 min read

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

password_1_.png

 

  • Enter your email address and click Send Account

password_2_.png

 

  • 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