Enabling self-service password recovery

To enable self-service password recovery for all users, do the following: 

1. Configure Sage CRM to use HTTPS: on the Sage CRM computer, open Internet Information Server (IIS) Manager, create an HTTPS binding for the Sage CRM site, and manually add a server certificate.

   This step is required to display the Forgot My Password link on the Sage CRM logon screen. When a user accesses the logon screen via HTTP, the Forgot My Password link isn't displayed for security reasons.

2. Configure Sage CRM to send emails:

   1. Go to | Administration | Email and Documents | Email Configuration.

   2. Click Change.

   3. Populate the following fields:

      • Outgoing mail server (SMTP)

      • SMTP port

      • SMTP user name

      • SMTP password

        For more information, see Email/SMS settings.

   4. Click Save.