I can't log in to Conversica
- Navigate to the Conversica dashboard login screen: https://my.conversica.com/site/login/
- Click Forgot Your Username and Password?
- Enter your username or email and click Submit.
- Check your email inbox for the "Conversica: Password Recovery" email and click on the Password Reset Link to reset your password.
- Enter a new password, and click Update.
Note: If you didn't receive the "Conversica: Password Recovery" email, check your Spam folder. If the reset email isn't there, try adding notifier@conversica.com to your address book and then repeat steps 1-4.
Admin Support for a User That is Having Issues with Accessing the Dashboard
If you are an Admin for the account and have dashboard access you have the ability to verify users.
- From the dashboard, click Settings > Users, Profiles & Teams.
- Search for the user who is having issues.
- If they are not in the dashboard, you will need to add them and give them access to the dashboard. Click here for additional information.
- Locate the user, if the dashboard column says Pending, and when you hover over their name you see the option to Verify this means they have been granted access to the dashboard but have not set up their credentials.
- Confirm their email address is correct and then select Verify.
- This will effectively send an email to the user to set up their credentials.
- This email will be labeled “Welcome to Conversica”, have your rep check their email and set up their credentials.
If you are still having issues with having reps accessing the dashboard, please contact support.
I am already logged in and want to update my password
- Hover over your name in the top right corner.
- Click Change Password.
- Enter a new password in the Password field & Confirm Password field.
- Click Change Password.
You will be able to log in with your new password the next time you sign in to the dashboard.
I have too many failed login attempts
If you attempt to log into the dashboard with the wrong username and/or password too many times, your user account will be temporarily locked for 30 minutes. After 30 minutes you may attempt to reset your password.
Admin troubleshooting: new reps who are unable to log in
When a new user is added to Conversica, they will receive an email from Conversica to verify their user. They will not be able to log in to Conversica until their user is verified. If you are an Admin you have the ability to verify users in your organization's dashboard. This is useful when a new user needs to access the dashboard quickly but is unable to locate the user verification email that was sent to them.
- From the dashboard, click Settings > Users, Profiles & Teams.
- Search for the user who is having issues.
- If they are not in the dashboard, you will need to add them and give them access to the dashboard. Click here for additional information.
- Locate the user, if the dashboard column says Pending, and when you hover over their name you see the option to Verify this means they have been granted access to the dashboard but have not set up their credentials.
- Confirm their email address is correct and then select Verify.
- This will effectively send an email to the user to set up their credentials.
- This email will be labeled “Welcome to Conversica”, have your rep check their email and set up their credentials.
If you are still having issues with having reps accessing the dashboard, please contact support.
Comments
0 comments
Article is closed for comments.