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Forgot password or disabled account

How to have password resets sent straight to them via email

Nick Taylor avatar
Written by Nick Taylor
Updated over a week ago

Setting up their email

For an employee to receive a password reset they will need to first have their email address set up in their account data. You can add this when you create their account and hit add email or if they have an account set up and they need to add or update their email they can do that in their account settings in the top right.

You can also add the employee's email and update their passwords in the HR Tab


Getting the Password Reset

Once their email address has been added, your employees can select the Forgot Password button to have a password reset link sent to their email or phone number on file.

When you click on "Forgot Password" it will ask for your user name and require you to complete a CAPTCHA. Then you can select if you would like to receive an email or SMS with the reset password link.

If you have 3 consecutive failed logins the system will automatically send the password reset link to your email


No Permissions

However if they have this screen this means they do not have permissions to login which is either foreman access or sales rep access. If this pops up let us know and we can check their permissions.


Receiving the email

When you receive the email or SMS it will have a link that you can click to enter a new password. Once the link is clicked it will take you to the page below.

On this page you'll enter a new password and then type it in again to confirm the password. Then click Save Password to update this and it will automatically log you in.


Changing the password

Once they receive their password reset link they will be able to change their password and login. They can also change their password under their "My Account" tab when they're logged in.

Also anyone with HR Permissions can update passwords and their email on their end as well

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