📝 Overview
Businesses don't have the option to change a customers password, or trigger a password reset for a customers account from within the business dashboard, however, this doesn't mean you can't help a customer when you need to.
Below, we'll take a closer look at how a customer can reset their own password, and how you can instruct them to do so easily, and we'll also see how you can trigger a password reset email for them as well.
🔓 How can Customers Reset their TeamUp Password
When a customer needs to reset their password for their TeamUp account, they can do so by visiting your customer site, or by going to Goteamup.com, and selecting the "Login" option.
Click here to find out more about how customers can reset their password
Click here to find out more about how customers can reset their password
This will bring them to the login screen where they will find the "Forgot Password?" option.
If the email address they enter doesn't exist, or isn't linked to an existing TeamUp account, they'll see a message indicating this.
Please ask them to check the spelling of the email address they entered, or try entering a different email address, and when they enter the correct email address, they'll see a confirmation message like this:
💡 If the customer doesn't see the email in their inbox, please ask them to check their spam folder, or whitelist the TeamUp email address and try again.
🗝️ How to Reset a TeamUp Password On Behalf of your Customer
When a customer is having trouble resetting their password, you can help them by triggering the password reset email for them, and the customer can follow the instructions in that email in order to create a new password.
Click here to find out how you can trigger a password reset email for your customers
Click here to find out how you can trigger a password reset email for your customers
Because there isn't a way to reset a password from your business dashboard, you will need to go through the same process customers would go to in order to trigger a password reset email for them.
Start by by opening a private/incognito window, and visiting your customer site, or by going to Goteamup.com, and selecting the "Login" option.
This will bring you to the login screen where you will find the "Forgot Password?" option.
If the email address you entered doesn't exist, or isn't linked to an existing TeamUp account, you'll see a message indicating this. This could be a spelling mistake, but you can double-check the customers email address by going to your Customer List, searching for the customer in question, and confirming the email address their account is registered to.
💡In some cases, the issue may be that the customer entered the wrong email address or made a spelling mistake during the signup process, in which case they will need to confirm this so that you can correct it for them.
Once you enter the correct email address and a password reset email is triggered, you'll see the following message:
💡 If the customer doesn't see the email in their inbox, please ask them to check their spam folder, or whitelist the TeamUp email address and try again.
❓ Frequently Asked Questions (FAQ's)
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Is there a way to trigger a password reset email from the business dashboard?
Click here to see the answer
Click here to see the answer
No. There isn't currently a way to trigger password reset emails from within the business dashboard.
I'm still having trouble resetting the customers password. What should I do?