Recovery Emails

Please note that if you have multiple CRM accounts that use the same contact email address, at some point soon you will be prompted to provide a unique recovery email for each of your accounts.

(To be clear, your “contact email address” is what appears in the “from” line when the CRM sends out an email for you.)

The reason a unique recovery email for each account is needed: if you ever use the “Forgot Username” function and you put in an email associated with multiple accounts, the CRM will have no way to know which username to send.  This change solves that problem.

(If you only have one CRM account, or if you have different contact emails at each of your accounts, you will not be prompted to provide a recovery email because your contact email address will be used as your recovery email by default.)

Users that want to change their recovery email address may do so:

Step 1:  Click on your name in the upper right of any screen.

Step 2:  Click the “EDIT” button.

Step 3:  Change the Recovery Email Address.

Step 4:  Click “SAVE”.

If needed, managers can edit recovery emails as well:

Step 1:  Click Settings > Staff Settings > Staff Information > [Select staff]

Step 2:  Click “Edit” in the upper right toolbar.

Step 3:  Change the Recovery Email Address (halfway down on the left).

Step 4:  Click “SAVE”.

A note to those who set up accounts for others: if you do not provide a recovery email address for a given user or if you provide a recovery email address already being used as a recovery address for another account, the CRM will prompt the user to provide a unique recovery email when they first log in.