Forgotten Password in FinancialForce PSA

James Childs
James Childs
  • Updated

Forgotten Password

Since PSA sits on the Salesforce platform, you can reset your password using the Salesforce functionality.

  1. Navigate to the login page and click the forgot password link.

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  1. Enter your username and click Continue. An email containing instructions on how to reset your password is sent to the email address linked to the salesforce profile.
  2. Click the link provided in the email and follow the instructions and click Continue. (The link in the email can be used only once and expires after 24 hours.)
  3. When prompted, enter a new password.

Forgotten Username

Your system administrator can manually reset your password if you have forgotten your username.

System admins can take the steps below to reset user’s password -

  1. Go to Setup > Users and select the affected user.
  2. Click Reset

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A dialog box opens, asking you to confirm that you want to reset the user's account. If you click Cancel, the reset operation is cancelled, and the user's account isn't modified.

Click OK.

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