Resetting a Constituent's Web Password in CRM360®

As of 7.4.1, if a constituent misplaces his/her SSO login password or his/her account has been compromised, you can send an email to his/her primary email address with a link to reset his/her password on the web.

To reset a constituent's web password:

1.    On the CRM360 screen, click the hyperlink next to Web Credentials. If web credentials have not been created, the link will display "Create a web login". If web credentials exist, the link will display the constituent's User Name. See Editing a Constituent’s Web Access in CRM360 for more information on how to add and/or edit a constituent’s Web Credentials.
The Web Access Control screen displays, as shown below.

2.    Click Reset Password.
An email is sent to the constituent's primary email address with a link to reset their password on the web.