I can't login! Help!

The first thing to clarify: who is the individual encountering this trouble? Is it an internal team member, or end client?


Steps for Internal Employee resolution:

  • Have an administrator go to Settings + Configurations + Users & Notifications section

UsersandNotifications

  • Expand the contact, click "Email", and "Send Password Reset".
    • Ensure that their "Profile" is not defaulted to "Revoke Access"

passwordReset

  • Direct the user to follow the link in their inbox, and set a new password.
    • General troubleshooting may include trying a different web browser (ex. Chrome or Firefox).

Steps for End Client resolution:

  • Search for the company in question, and review their contact's profile.
  • Repeat the steps as above. It may also depend on your particular integration.
    • Please review the support articles on how to give a client access.
        • It may be possible to set the password directly for the customer.

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