Reset User Passwords

The Community Data Solutions CRM system allows users with the manager role to manage the users of the database and their permissions.

Managers are able to create new users, change passwords if required, restrict or provide access to features/records and deactivate users.

In most cases users are able to request a password reset themselves. Refer to the Can I reset my password? FAQ for further information.

If the user is unable to reset their password using this method, a manager is able to reset it for them using the following method.



Step 1. Log into your CRM database (refer to Logging On for further information).

Tip: Only users with the Manager role have access to manage 
other users passwords.


Step 2. On the left-hand side of the Home screen, click the Manage Users link.

Manage Users link


You will be taken to the Users List page – current system users will be displayed.


Step 3. Search for the user you wish to edit by entering their first and/or last name in the search fields

User search criteria


Step 4. Click Search

All users that meet the entered criteria are returned

Search Results


Step 5. Click the Username in the search results

The User details page is displayed

User details page



Step 6. Click the Edit button at the top of the user record

Edit User button

The User detail page is displayed in edit mode

Edit user details


Step 7. In the Change Password subpanel, enter a new password into the New Password and Confirm Password fields.

New password


Tip: Check the Password Strength indicator to ensure the 
password is secure.


Step 8. Click Save at the top of the page.

The changes are saved.

Password Changed Successfully


Further Instructions

For more information on User Management, refer to the following articles:


Updated on June 28, 2018

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