Changing a Contractor's Password

Caution

By default, Contractors are created with a temporary and unavailable password (created for security reasons). It’s Mandatory change the password of a contractor for being able to login with it.

Changing a Contractor’s Password is a simple process. Follow the steps below to change a Contractor’s password.

In Contractors Tab, click on the “lock” icon in the Contractor’s row you want to change the password.

In the “Change Password” dialog, enter the new password and confirm it. Click on the “Change Password” button.

Note

Due to Security reasons, all password must have at least 8 characters, including at least one uppercase letter, one lowercase letter, one number, and one special character.

Click on “Save” button to save the changes.

Congratulations! Now your contractor is able to login from to the CRM as a user.

Remember, the set of credential for login as a contractor is the username of the contactor (Check Contractor Details) and the password you just set.