Q: I used "Forgot Password" but I'm not receiving the reset email. What should I do?
A: Check your spam/junk folder first — reset emails are sometimes filtered. If the email is not there, contact your Satuit administrator to confirm that the email address on file for your account matches the email you are checking. If the email in your user profile is incorrect or missing, the reset email will not be delivered. Your administrator can correct the email and trigger a new reset link, or contact Satuit Support to have one sent.
Q: My password has expired and the "Forgot Password" link isn't generating an email. What now?
A: This is usually caused by a mismatch between the email address on your Satuit account and the email you are checking. Contact your Satuit administrator, who can reset your password from System Admin > Security > Users and send you a temporary password directly.
Q: My administrator reset my password but I still can't log in. What should I try?
A: Confirm that your User ID (not email) is correct — user IDs in SatuitCRM are typically uppercase abbreviations (e.g., JSMITH), not your full email address. Also clear your browser cache and try again. If your firm uses SSO, your SatuitCRM password must match your SSO credentials.
Q: Our firm uses Single Sign-On (SSO). How does password reset work for us?
A: With SSO, you typically log in via your firm's identity provider (e.g., Okta, Azure AD) and are not prompted for a SatuitCRM password. If you are being prompted for a separate SatuitCRM password through the Outlook Add-In, contact Satuit Support — your administrator may need to update your account settings, or a password reset email can be triggered from our side.
Q: How does an administrator reset a user's password?
A: Go to System Admin > Security > Users, find the user, and use the reset password option. You can then send the temporary password directly to the user. If the user's email address on file is incorrect, update it before triggering the reset so the automated email reaches them.