How to send out a login
Everyone who needs access to infoodle will need a log in.
If you've not done the steps for assigning a user a role, you will need to do that first.
- Click the: Send Password Setup Email
The user will receive an email that contains a link to set their password, and instructions on logging into your CRM.
The password link in the email ONLY is valid for 24 hours after it is issued. If not set in time the user will need to go to the login page of your infoodle site then click the Forgot your password? link to send a new password setup email.
The administrator can also re-send the setup email via the profile settings as per step 1 on this page.
How to Send Logins for a Group
If you are giving multiple people access to infoodle, such as a new team, or group, you can bulk issue logins to them. Before starting, make sure all these individuals have an active email address on their profile(s).
- Go to the page of the group
- Click on functions and select create logins from the drop down list
- Select which group members should receive logins (e.g., administrators only, or all members)
- Select the role you want to give them from the ones you have created
- Click generate
you only send login emails once you are sure that you're ready for users to access the system
What if the user can't find the login email?
- Check their email was set to active on their profile page
- Ask them to check their spam/junk folder
- Ask them to check the spelling of their email address
For information on how to change your username and password see Changing my Login Details