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CRM user adoption, Saleslogix Tips, Infor CRM, Saleslogix Admin,

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9 Min Read

How to reset an Infor CRM user login

Issue:   CRM user gets locked out of Infor CRM webExpressions-15.jpg client

A typical cause of a user lock out is when a user has entered an invalid password more than once while trying to login.  (This applies to an Infor CRM web portal that is not using Windows single-sign - where the Windows network user is automatically logged into Infor CRM.)

Note the CRM administrator can configure the system Security under the web client->Administration->Office Profile->Security tab for:

System security password configuration.jpg

 

Resolution process:

1. Login to the Infor CRM web client as the Admin user and from the left navigation pane select "Administration->Users".

Infor Administration Users menu.png

 

2. Select the users group "Users With Failed Logins".  This group will list the user or users that are currently locked out.

Group-Users with failed logins.jpg

 

3. On this same screen, look to the far bottom right for the "User Tasks" section and simply click on "Reset Users'

 

Task-Reset Users.jpg

A web browser refresh should not show any users remaining with failed logins.


Additionally the Infor CRM (Saleslogix) Windows Administrator application can be used to reset a locked user account. Users whose accounts are currently locked will have a red square in the Login column.  Follow these steps::

  • Login to the LAN Windows Administrator as Admin user.
  • From the Navigation bar (left side panel), select Users icon.
  • Select the "All Usres" tab if not already selected.
  • Right-click on the target users profile and select Reset User Logins

KB article on How to reset a user account - add this to your Infor CRM library as digital handy resource.

 

Refer to the on-line Infor CRM Help system- always available...

Help-reset locked out user.jpg

 


Related articles:

Mistakes to correct before installing Infor CRM Xbar

12 tips - Groups to the rescue

12 Tips to be effective managing activities

12 Tips being more productive in Associations (people to people  AND  companies to companies)

12 Tips when Living in Outlook and using Infor CRM Xbar

Integrity Checker - don't forget this tool

 Quick Reference Guide for Sales & Marketing PDF

Getting Started Guide with How to do .... PDF

Articles on Saleslogix tips

2 page quick reference guide for web user PDF

 

Have some questions - click to schedule a call.

 Schedule_a_phone_call.png 

 

Topics:   CRM user adoption Saleslogix Tips Infor CRM Saleslogix Admin

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