CRM (Advanced): Reset client password
Clients can change their password from their portal at any time. However, you can force them to do it if needed, too.
Reset client password
You can initiate resetting the client's password by sending a link to their email. Here's how:
1. Navigate to the Info tab of the account's profile.
2. Click the three dots to the right of the client’s email address, then select Reset password.
3. Click Send. A reset password link will be sent to the user's email.
Note! You cannot reset the password for an archived account.
Getting 'An error has occurred'?
If you can't reset the client's password from the account profile and get an error message instead, you need to pass the human verification first. Here's how:
1. Click this direct link and pass the captcha. You don't need to reset YOUR password - it's only necessary to pass human verification.
2. Go back to your portal and reset the client's password again as described above.
How do your clients reset password
Once you send reset password link to your client, they follow these steps:
1. Your clients click Reset password in the email you sent them.
2. On the opened page, clients set the eligible password and click Set new password.
3. Clients will then be logged in and redirected to the client portal. They should use a new password the next time they log in.
They will also receive an automatic notification email with the details (time, IP address, location, OS and browser).
Clients didn't receive password reset link
If your clients don't see the email with the password reset link, you can share the Client Help article with them or suggest the following:
- Check your email address: Carefully review your email address to ensure there are no typos or mistakes, such as missing letters or incorrect punctuation.
- Check the Spam folder: If you haven't received our emails, check your Spam folder within your email inbox.
- Whitelist our email: Sometimes, email providers block automatic messages from the system, considering them "unknown." To resolve this, add the email address security@taxdome.com to your email whitelist and try requesting the password reset link again.