You can manage your own account in Bloomerang CRM. For example, you can change your email address, password, and other account information.
If you’re an admin user, you can also create and manage Bloomerang accounts for others in your organization.
In this article:
New Users: Log In for the First Time
To create your password and log in for the first time:
Open the Welcome to Bloomerang email that you received from [email protected].
Click the link to create a password.
Enter a password that includes eight characters or more.
Click Submit. Bloomerang CRM saves your password and logs you in.
Change Your Password
If you know your password but want to change it, follow the steps in this section. If you forgot your password, see the next section on this page.
To change your password:
Click your profile icon
.
Note: Your profile icon shows the first letter of the account name, not your username.Select My Profile.
Click Actions.
Select Change Password.
Enter and confirm your new password.
Click Save. The Log In page opens.
Log in with your new password.
Reset Your Forgotten Password
If you forgot your password, you can reset it.
To reset your password:
Click I Forgot My Password.
Enter your username.
Click Send Email. Bloomerang CRM sends you an email message from [email protected]. The subject of the email message is "Reset your Bloomerang password."
In the email message from Bloomerang, click the link. The link expires after 24 hours.
Enter a new password.
Enter your password again to confirm it.
Click Submit.
Tip: If you don’t see this email message in your inbox, check your spam folder.
Change Your Email Address
To change your email address:
Click your profile icon
.
Note: Your profile icon shows the first letter of the account name, not your username.Select My Profile.
Click Actions.
Select Change Email Address.
Enter the new email address.
Open the Welcome to Bloomerang email that you received from [email protected].
Click the link to create a password.
Open the email and click the link to validate your new email address. If you don’t validate your email address, Bloomerang CRM continues to use your old email address.
Tip: If you don’t see this email message in your inbox, check your spam folder.
Change Other Account Information
You can also change your account name, time zone, and phone number.
Click your profile icon
.
Note: Your profile icon shows the first letter of the account name, not your username.Select My Profile.
Enter your Name.
Enter your Phone Number.
Select a Time Zone.
Click Save.