Resetting Vault CRM User Passwords in Align
Align operational users can reset user’s passwords via their associated aln_roster_member__v record in Align. When a roster member marked for a password reset is pushed to Vault CRM, the associated user is notified to reset their password via Vault’s standard reset password email.
Who can use this feature?
- Align Operational Users - Browser
- Resetting Vault CRM User Passwords
- Users require an Align License
Configuring Resetting Vault CRM User Passwords in Align for
Align Operational Users
To configure this feature:
- Ensure Configuring Align is complete.
- Ensure all appropriate aln_roster_member__v records are mastered by Align.
Resetting Vault CRM User Passwords as
Align Operational Users
To mark a user’s password for resetting:
- Navigate to the appropriate aln_roster_member__v record.
- Select the reset_crm_password__v check box.
- Select Save.
When the next push to CRM occurs, the user’s password is reset and the reset_crm_password__v field on the appropriate aln_roster_member__v record automatically updates to No.
Resetting User Passwords and Updating Email Addresses
If the roster member’s email is edited during the same push to CRM as a requested password reset, the user’s password is not reset during the push. The reset_crm_password__v field on the appropriate aln_roster_member__v record is not updated. This is because the user must first verify their updated email address. After the user verifies the updated email address, the next push to Vault CRM will reset their password.
