How To: (Admin) Help Users Get Logged into the System

TOPICS COVERED IN THIS ARTICLE

  • How to help user log in for the first time
  • How to help user locked or forgotten their password

ENVIRONMENT

  • LeadManager
  • Administrator Account

STEP BY STEP INSTRUCTIONS

  1. Add User - Click here for step-by-step instructions.
  2. Provide Username and password to new user.
  3. By default, PASSWORD IS SET TO: 1234

Access the Menu page by clicking your name in the upper right of the header.

Under Administration, click Users & Groups.

Click 'Options' on the appropriate user row, then choose 'Change Password'.

Note: Creating a new password will reset any locked account and allow the user to login