Search

Signing in to CRM

Chris Horroll
Chris Horroll
  • Updated

wcutf_crm_users.png

This article includes: 

Signing in to the CRM

Signing in for the first time

In order to sign in to the CRM, ensure you enter the details we sent to your email address.

  1. Within your email inbox, locate the email from us containing your sign in details. This consists of your Username (which will be the email address that we sent your details to) and a temporary Password
  2. Click the URL in your email
  3. A new tab will open in your internet browser. This will allow you to create your own New Password, and Confirm it
  4. Click Save Password

Set_your_password.png

You'll now have access to the CRM and it will open on your Dashboard.

Signing in

  1. Navigate to the CRM sign in page
  2. Enter your Username (this will be your email address)
  3. Enter your Password
  4. Click Sign In

Sign_in.png

You'll now have access to the CRM and it will open on your Dashboard.

Changing your password

If you've forgotten your password or just want to change it, you can easily reset it and get signed back into your CRM account quickly.

 Best practice

In order to keep you account secure, you'll need a strong password. Typically, strong passwords are long phrases that are very complex and difficult to crack. A password that is easy to guess or figure out just by knowing someone is not a good password.

When you choose a password for your CRM account, ensure you're taking the following into consideration:

  • The password must not contain a user's account name
  • The password length must be a minimum of 14 characters
  • The password must contain characters from at least three out of the four categories:
    • Uppercase letters
    • Lowercase letters
    • Digits from 0 through 9
    • Non-alphanumeric characters: ~!@#$%^&*_-+=`|(){}[]:;"'<>,.?/
  1. From the CRM sign in page, click Forgotten Password?
  2. Enter your Email address into the Email field and click Request password reset
  3. An email will be sent to your email inbox with a URL to change your password. Click the URL to open a new tab in your internet browser
  4. Enter a New Password, and Confirm it
  5. Click Save Password

Set_your_password.png

 Note

If you need any further assistance with your Username and Password, click Submit a request below to contact our Customer Support team who can help you further