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CP What is the policy when a user asks for their username and password?
CP What is the policy when a user asks for their username and password?
Updated over a week ago

When a user reaches out asking for their username and or password, we should follow this procedure:

  • Encourage the user to reach out to their Firm Administrator first to receive this information.

  • Always check Salesforce to see any notes about restrictions for resetting passwords.

  • Let them know that we do not have access to view their password.

  • If the user is an Administrator or their Administrator is unavailable to assist them, and we have verified they their SF has no restriction note, we can reset their password. Follow these instructions.

  • Never give credentials over the phone or via chat.

  • Credentials (username and/or password) can ONLY be sent to the email connected to the user's account.

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