Access CRM 13+
If you are using version 13 or higher of Access CRM, Access Workspace credentials are no longer used to log into the CRM.
Additionally, as of version 13, user's passwords can no longer be manually changed in the CRM by another Admin user - the Admin user can only send the Forgot Password email from the affected users' Profile page.
Please do the following to reset your password:
On the log in screen select Forgot Password?
Enter your username and email (for Access CRM users these will ordinarily be the same)
Once you receive an automated email, follow the instructions in the email
If the 'Forgot Password' link is not available on the log-in screen, please ask a CRM Administrator user to enable this in the Password Management section of the CRM, under Admin > Users > Password Management.
If you get an error when using the 'Forgot Password' link, please ask a CRM Administrator user to confirm the SMTP Email Settings are correct.
An Administrator user can also initiate the password reset process in the CRM with the following steps:
Navigate to Admin > User Management and select the user (e.g., Jim Brennan) from the list view.
Select "Reset User Password" from the Actions menu.
A pop-up box will appear confirming the reset. Click "Confirm" to proceed.
Access CRM version 12
If you are on Access CRM version 12, for resetting a user's password this should be done in Workspace for CRM
In the browser go to Workspace here.
Enter your email and click Next
Click Forgot Password
Enter your email and click Send Me Instructions
Check your email, you will receive a reset link
Follow the instructions on screen to reset your password
Note: This will change the password used to access Workspace and CRM
Push the login details to CRM:
Log in to Workspace as the user
Click the Access Button
Click the CRM icon
This will push the log in details through to CRM
Note: If you are using 2fa (Two Factor Authentication) you will need to disable this before you change the password, and enable it once you have completed the change