How to reset your own password

In this article, you'll learn how to reset your own CRM password when you've forgotten it. You ask for a reset link by email, open it, and choose a new password. It takes about a minute, and you don't need anyone in the office to help.

This article covers your own login. If you're an admin and a team member is locked out, see Resetting a team member's password.

To open the sign-in page:

  1. Go to the CRM sign-in page. If you're already signed in, sign out first.

Asking for a reset link on the web

  1. On the sign-in card, click Forgot password? under the Sign in button.
  2. The card changes to Reset password, with the line "Enter your email and we'll send a reset link."
  3. In Email, type the email address you sign in with.
  4. Click Send reset link.
  5. A green message says "Check your email for a password reset link."

If you change your mind, click Back to sign in to go back to the normal sign-in form.

Asking for a password reset link
Asking for a password reset link
Tip: Don't see the email after a few minutes? Check your spam or junk folder, and make sure you typed the same address you use to sign in.

Setting your new password

  1. Open the reset email and click the link inside it.
  2. A Set New Password page opens.
  3. Type your new password in New Password. It needs at least 6 characters.
  4. Type it again in Confirm Password. If the two don't match, you'll see "Passwords don't match." and nothing is saved.
  5. Click Update Password.

That's the new password from now on. Next time you come to the CRM sign-in page, sign in with it.

Asking for a reset link on the phone app

You can also ask for the link from the phone app's login screen.

  1. On the login screen, type your email address in the first box.
  2. Tap Forgot password? under the Sign in button.
  3. An alert titled Check your email tells you the reset link is on its way.

If the email box is empty when you tap Forgot password?, the app asks you to enter your email first. Type it in and tap Forgot password? again.

Note: If the link from the app's email doesn't give you a place to choose a new password, ask for a new link from the web sign-in page instead and follow the steps above.

If you're on a crew

Crew members who sign in with a phone number instead of an email reset their password a different way. On the app, type your phone number and tap Forgot password?, and it opens the crew reset page in your browser.

Changing a password you still know

There's no change-password screen inside the CRM. If you know your current password but want a new one, sign out and use Forgot password? the same way. Logging in and out shows where to sign out.

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