Request an account to be unlocked

Only users of your system  which we at OpenCRM recognise as authorised contacts can request a user account to be unlocked. This request must be made by email, from the email address we have on record for that contact.

This is for your protection, preventing any unauthorised user contacting us and reactivating accounts that have been locked deliberately by one of your administrators.

Alternatively, your system administrator users can unlock the accounts themselves as detailed below.

How to unlock an account yourself

This is available to any user of your system with "System admin" privileges.

1. In OpenCRM, hover over My Account in the top-right of the screen and click the "Settings" option

2. Under "User Management" click the option:

• "Users - Manage Existing Users"

3. Find the relevant user in the list, click to view that user record.

4. Click "Edit" on the user record and then change the "Status" field to "Active"

5. If the account has been locked because the user has forgotten their password, this can be changed by clicking the "Change Password" button on the user record.

Note that both Username and Password fields are case-sensitive!

How to change your password

The password can be changed either by the User themselves or by a System Admin.

The User can access password settings by going into My Account, selecting the Change Password button, then entering and confirming the new password in the appropriate boxes. The dice icon is a safe random password generator. This generates a unique password using a combination of numbers and lower and upper case letters. 

The System Admin can select Settings, then Users under the User Management section. Then select the User whose password needs changing from the list of users. Select Change Password and follow the same procedure as outlined above.

Why can't I save my username and password?

OpenCRM does not support Autocomplete on the login page for security reasons.

This means that in most cases your browser will not offer to fill in your username as you type, and it will then not offer to save your password for you. You will need to re-enter your full User Name and Password with each time you want to login.

Be aware that your organisation can also set up a password policy to enforce higher levels of security when setting up passwords - see this FAQ for more details.

How to specify the number of login attempts allowed before the system LOCKS a user account?

Navigate to Settings > Additional Settings > Security Settings:

The number set becomes the maximum number of attempts before the user account is locked and the user can no longer gain access.

This will require the user account to be unlocked.

Note : A user account can be manually Locked, giving the same effect, by the Administrator editing the user record and changing the Status to Locked. This is a quick way to restrict access to a user account