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How to Update Your Password

What this does​

This guide explains how to update password in Franmantra CRM.

You can change your password while logged in or reset it from the login page.

Before you start​

Steps​

  • Use the first method if you know your current password.
  • Use the second method if you forgot your password.

1. Change Password While Logged In​

🔑 Note: To use this method, you must know your current password.

  1. Click the settings icon in the top-right corner of the page.
Dashboard page with the settings icon highlightedDashboard page with the settings icon highlighted
  1. You will land on the Business Details section by default.
  2. From the left-side menu, click on Profile.
  3. You will now see your details like Name, Email, Contact Number, Address, and Email Signature. These fields are read-only.
  4. On the right side of the section, click the Change Password button.
Profile page showing the Change Password buttonProfile page showing the Change Password button
  1. A popup will appear with a form containing:
    • Current Password
    • New Password
    • Confirm New Password
  2. Fill in the form and click Change.
Change Password popup with fields for current password, new password, and confirm passwordChange Password popup with fields for current password, new password, and confirm password
  1. Your password will be updated successfully.

2. Reset Password Using “Forgot Password”​

  1. Go to the Login Page.
  2. Click on the Forgot Password link which is click here in the login page.
Login page with the Forgot Password link highlightedLogin page with the Forgot Password link highlighted
  1. You will land on the “Forgot Password” page.
  2. Enter your registered email and click Send Reset Link.
Forgot Password page with the email field and Send Reset Link buttonForgot Password page with the email field and Send Reset Link button

  1. You will receive an email with:

    • A 6-digit alphanumeric secret code
    • A reset link or button
Password reset email showing the secret code and reset actionPassword reset email showing the secret code and reset action
  1. Click the link/button to open the Reset Password page.
  2. Enter the secret code, then type your New Password and Confirm New Password.
  3. Click Reset Password.
Reset Password page with secret code, new password, and confirm password fieldsReset Password page with secret code, new password, and confirm password fields
  1. Your password will be updated, and you will also receive a confirmation email.

What happens next​

You can sign in with the new password after the update is complete.

Notes​

  • Use a strong password that you do not reuse elsewhere.
  • Make sure the new password and confirm password fields match.

Result​

The change is saved in Franmantra CRM and is available to users with the right permissions.

Troubleshooting​

  • If you cannot see the option, check your role permissions or ask an admin to update your access.
  • If the update does not appear immediately, refresh the page and confirm you are in the correct Sub-account.