Forgotten your password?
If you have forgotten your password, or have never set it in the first place, go to the login page and click 'Reset Password'.
You will now receive a link to reset your password to the email address you put in.
Forgotten your email address?
You need to contact the company your account is with for this information.
I have put in my email address, but haven't received a password reset email.
Are you sure your email address is correct? If not, contact the company your account is with.
Otherwise, check your spam/junk folder in your email inbox just to make sure.
One of my users has requested a password reset but has not received a password reset email.
Go to the user's profile. Under the panel 'Activity', you can view the user's latest activity. If there isn't an entry for 'Requested a password reset' there, then they may have entered the wrong email address. It's best to check their email address on their profile with them at this point.
If there is an entry for 'Requested a password reset', then you can look in Communications > Outbound Emails to see if the email was sent.
One of my users has forgotten their password, what should I do?
You just need to point them towards the login page where they can click 'Reset Password'.
Can I manually reset a users’ password?
Unfortunately, an admin will not be able to manually reset a users’ password. A password reset can only be done from the main login page.
Can I prevent clients from logging in?
Yes, if you do not want clients to log into your agency, then you can disable this in your system settings. Navigate to System > Settings > Company Details > Agency Details, & disable the box for ‘Client Login’.
The link has expired to set my password, what do I do?
Simply go to the reset password page for the company you wish to log in to and reset your password.
Even if you have never set a password, you can still receive a password reset email.