Unlocking a User Account

Unlocking a User Account

If a User in your firm has become locked out for exceeding five failed password attempts, an Administrative User can unlock the User’s Profile.

  1. Navigate to Settings > User Profiles.
  2. Locate the affected User and click Edit to open the User Profile.
  3. On the Name & Details tab, verify that the Locked out for login attempt failures box is selected. Click Edit.
  4. Clear the Locked out for login attempt failures checkbox.
  5. Click Save.

The User will now have five more login attempts to enter the correct password before they will be locked again.

Alternatively an Administrative user can navigate to the Password tab of the User Profile and change the User’s password.

    • Related Articles

    • User Profile Overview

      The following article covers the details of a User Profile in AdvisorEngine CRM. For information on the User Profile management Grid, see Managing User Profiles. Accessing a User Profile To open your own User Profile, click the user icon in the ...

    • Unlocking a User for Failed Login Attempts

      If a User becomes locked out for failed password attempts, an administrative User can unlock all currently locked users with the following process: Navigate to Run Business > User Management > Users. Click Unlock All in the upper right. Note: This ...

    • Google: User Setup

      After your CRM Admin user has completed the Google: Firm Setup, each User will be prompted to authenticate with Google. For most Users this will happen at their next login to AE CRM. Users will receive a dialog box asking to establish permission to ...

    • Google (Legacy): User Setup

      After your CRM Admin user has completed the Google (Legacy): Firm Setup, each user can complete the User Setup process below to enable sending email and calendar sync from within AE CRM. After this process is complete, you will need to Install the ...

    • Microsoft 365: User Setup

      After your CRM Admin user has completed the Microsoft 365: Firm Setup, each User will be prompted to authenticate with Microsoft 365. For most Users this will happen at their next login to AE CRM. Users will receive a dialog box asking to establish ...