SugarCRM SupportHelp ArticlesUsers, Roles, and TeamsChanging a User's Password

Changing a User's Password

Overview

This article will cover the various ways to change passwords in Sugar.

Prerequisites

  • Users must have their personal email address configured in User Preferences to receive system-generated password emails or reset-password emails from Sugar. For more information on configuring your personal settings, please refer to the Getting Started documentation. 
  • Sugar's outbound email server must be configured via Admin > Email Settings in order for Sugar to send system-generated password emails or reset password emails. For more information on configuring the system email settings, please refer to the Email documentation.
  • To configure and manage a Sugar instance's password requirements, you must be an administrator user. 

Steps to Complete

Depending on the system's password configuration settings, users may have the option to change or reset their Sugar password. However, if these options are not available to users, system administrators can easily update or reset the user's password as well. Please reach out to your system administrator if you need assistance with changing your password.

For instances that use SugarIdentity, administrators will not be able to manually change or reset the user's password in Sugar. Users can instead click the "Forgot Password?" link on the Sugar login screen to reset their password. Beginning with version 10.2.0, users can also change their password via the Change Password option in Sugar. Please note that only some SugarCloud instances use SugarIdentity. Refer to the SugarIdentity Guide to determine if yours is configured to do so. Existing customers will be notified before their instances begin using the service.

Changing Your Password

You can easily reset or change your own password via the "Forgot Password?" link on the login screen or via the user menu options in Sugar. The following sections cover how to reset or change your own password in Sugar.   

If you forget your Sugar password and need to reset it, you can easily request a password reset via the "Forgot Password?" link on Sugar's login screen. This link will only appear if the system administrator has enabled the Forgot Password feature via Admin > Password Management. If you do not see the option on your login screen, please reach out to your system administrator for further assistance with resetting your password. 

Note: For Sugar instances that use SugarIdentity, administrators will not be able to configure the Forgot Password option.

Resetting Password Without SugarIdentity

Use the following steps to reset your password in a Sugar instance that does not use SugarIdentity:

  1. Click the "Forgot Password?" link on the bottom of Sugar's login dialog box.
    ChangingUsersPW ForgotPassword?
  2. Enter your Sugar user name and primary email address on file, then click "Request Password" . If successful, a message will appear that your request has been submitted. 
    Note: The username and email address entered must match the information stored in your instance's database. 
    ChangingUsersPW RequestPassword
  3. Click the Reset Password link in the email sent to your primary email address.
  4. Enter your username, new password, and confirmed password on the reset password page. Click the Log In button to access your instance.
    ChangingUsersPW ResetPWPage  
Resetting Password With SugarIdentity

Use the following steps to reset your password in a SugarIdentity-enabled instance:

  1. Click the Forgot Password? link on the bottom of Sugar's login dialog box.
    ChangingUsersPW IDM ForgotPW
  2. Enter your Sugar user name on file then click "Send". If successful, a message will appear confirming that the password reset email has been sent. 
    ChangingUsersPW ForgotPW Send
  3. Click the Reset Password link in the email sent to your primary email address.
  4. Enter your new password and confirmed password making sure to meet the password requirements listed on the screen. Click "Change password" then click the Log In button on the following dialog box if you wish to log in to Sugar.  
    Note: System administrators can configure the password requirements in SugarIdentity via the SugarCloud Settings console.
    ChangingUsersPW ResetYourPWScreen

Changing Password via User Menu

Users have the option to change their password by navigating to the Password tab in their user preferences. You can use this option to change your temporary Sugar password, system-generated password, or to update your current password for security reasons.

For SugarIdentity-enabled instances, users can change their password via the Change Password option in Sugar versions 11.0.0 and higher. For Sugar versions 10.0.x, users can click the "Forgot Password?" link on the Sugar login screen to reset their passwords instead as the Change Password option is not available. 

Changing Password Without SugarIdentity

Use the following steps to change your password via the user profile in a Sugar instance that does not use SugarIdentity:

  1. Log into your Sugar instance and click your user profile on the upper right of the page. Then select "Profile".
    ChangingUsersPW UserMenu Profile
  2. Click "Edit" on the upper left of your user profile and select the Password tab.
  3. Enter your current password, new password, and confirmed password making sure to meet the password requirements listed on the right.
    Note: Each password requirement will be checked off in the list as the new password meets the required conditions. These password requirements are configurable by administrators via Admin > Password Management.
    ChangingUsersPW  UserProfile PasswordTab
  4. Click "Save" to preserve the change.  
Changing Password With SugarIdentity

Use the following steps to change your password via the Change Password option in a SugarIdentity-enabled instance:

  1. Log into your Sugar instance and click your user profile on the upper right of the page then select "Change Password".
    ChangingUsersPW UserMenu ChangePW
  2. Enter your current password, new password, and confirmed password making sure to meet the password requirements listed on the screen.
    Note: System administrators can configure the password requirements in SugarIdentity via the SugarCloud Settings console.
  3. Once you have entered the new password, click "Confirm" to preserve the change. A success message will appear once the password has been updated successfully; click "Continue" to be directed back to Sugar's home page. 

Changing Another User's Password

Based on the configuration settings in Admin > Password Management, administrators can either reset or manually change a user's password via Admin > User Management. For more information on how to configure and manage the system's password settings, please refer to the Password Management documentation. The following sections cover how administrators can reset or change a user's password.  

Note: If no system administrators can log into their account, you can reset the administrator password from the database if you are running Sugar on site. For more information on how to reset the administrator password, please refer to the Resetting the Administrator Password From the Database article. 

Note: For instances that use SugarIdentity, administrators will not be able to manually change or reset the user's password via the user's profile.

Resetting Password via User's Profile

If the "Enable System-Generated Passwords Feature" is enabled in Admin > Password Management, then the administrator can reset a user's password via Admin > User Management to send a system-generated password via email.   
KB Final SGPassword Options

Use the following steps to reset a user's password:

  1. Navigate to the user's detail view (e.g. Max Jensen) via Admin > User Management.
  2. Click the Actions menu and select "Reset Password".
    ChangingUsersPW ResetPW

A pop-up box will appear confirming the reset. Sugar will then send an email containing the system-generated password to the user's primary email address on their user profile. If the user does not receive the email, please confirm that the user is checking the correct email account and ensure that the email address on file is valid. 

Changing Password via User's Profile

If you wish to manually change a user's password, then the "Enable System-Generated Passwords Feature" must be disabled in Admin > Password Management.

Use the following steps to change a user's password:

  1. Navigate to the user's detail view (e.g. Max Jensen) via Admin > User Management.
  2. Click "Edit" on the upper left of the user profile then select the Password tab.
  3. Enter a new password and the confirmed password making sure to meet the password requirements listed on the right.
    Note: Each password requirement will be checked off in the list as the new password meets the required conditions.
    ChangingUsersPW UserMenu PasswordTab
  4. Click "Save" to preserve the change.

The administrator must then provide the user with the updated password information so that they can log into their instance. If the user wishes to change their password after logging in, they can refer to the steps in the Changing Password via User Preferences section of this article.

Last modified: 2021-10-14 22:05:50