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Set password via email on user creation in vTiger

Has anyone thought of or tried to customize “Password” flow for new users in vTiger CRM?
As a regular practice and as an inbuilt default feature; when a user is created in CRM,  the password is either system generated or created by Admin.

creating-new-user

During an interesting discussion with a client, we noted a few points based on experienced problems and observations

  • Users created usually do not change and add their own password but remember the same in the browser, especially when their desktop or mobile instrument is not shared
  • While creating a multiple users, Admin uses same password for whatever psychological reason. This is compromising the security and basic purpose of password
  • System generated passwords are never remembered by the users and it is frequently or always directs users to “Forgot Password” feature. This is unproductive waste of time.
  • Default option of having own password gives a user feel of privacy.

We customised the flow of creating an active user by default forced setting of password when a new user is trying to access the CRM first time. The simple flow is Create User without selecting password > Email is sent to the new created user from Admin with link to the new password>Link opens to set a new personal password>Upon setting a new password, user is redirected to login page.

In addition to the above we set a time limit of 24 hours to respond to “Set Password” link for user to measure alertness of an employee to CRM reporting system.

email-passchangesecure-passwordMostly all CRM developments are targeted for macro business purposes but ultimately it is about improvising productivity. This may be a small customization but it’s worth a try for…

  • Eliminating uniform & thus unsecure first password by Admin
  • Default directing users to select their own password. Most people tend to set password that they can remember
  • Better employee experience by the feel of privacy
  • Least use of “forgot password”
  • Single click to resend a new email for expired links retaining the same user details once created

More options like active user (with set password) and inactive employees (Unopened emails or expired links) filters/sorting can be developed as required.
How do you think this small change would matter and what more can be explored? Comments & suggestions are welcome!
Let us know if you needs more information on this

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For any further information / query regarding Technology, please email us at info@crmtiger.com OR call us on +1 630 861 8263, Alternately you can request for information by filling up Contact Us

 

Nimesh M.

Nimesh is a Business strategist, helping CRMTiger to spread their expertise in CRM solutions for all industries among businesses which has been proven a Boost-up factor in the digital aura worldwide.

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