The My Account page provides a way for a user to change contact information, password, and security questions after logging in to Salsa CRM. Access this page from the My Settings menu: click your name in the upper right corner. The user must re-enter their password to enter this secure area.
Your Information Section
Change your contact information in this section. The username is read-only. Otherwise, change either of the following:
- Email Address
- Phone Number
After making any changes, save your information immediately using the Save Your Information button.
Your Password
Change your password every 90 days to keep your database information safe and secure. Change your password by entering the following:
- Old Password
- New Password
- Confirm New Password
As a reminder, your password must be at least eight characters long and must meet at least three of the following four criteria:
- One English upper case letter (A through Z)
- One English lower case letter (a through z)
- One number (1, 2, 3, 4, 5 ,6, 7, 8, 9, 0)
- One special character (!@#$%^&*()_+|~-=\`{}[]:";'<>/)
CRM checks all new password entries to ensure they meet the above criteria. Make sure to click Change Your Password to save your attempt.
Your Security Questions
If you ever lose your password, we want to make sure you (and only you) can retrieve it. We'll use the security questions and the answers (you set during your first login) to help you securely reset your password.
To change your questions or answers to these questions in this section, use the Question drop-down field to select a question, then answer it in the Answer field directly below.
Click the Save Your Security Questions button to record your changes.
Two-Factor Authentication Status
You will only see this section if your organization has enabled two-factor authentication (2FA) for all CRM users.
This section contains the date on which your account was last secured with 2FA. Reset your protection with the Reset Two-Factor Authentication button. Only you will be able to access this section since this section is password-protected.