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Has anyone thought of or tried to customize “Password” flow for new users in vTiger CRM?
As a regular practice and as an inbuilt default feature; when a user is created in CRM, the password is either system generated or created by Admin.
During an interesting discussion with a client, we noted a few points based on experienced problems and observations
Users created usually do not change and add their own password but remember the same in the browser, especially when their desktop or mobile instrument is not shared- While creating a multiple users, Admin uses same password for whatever psychological reason. This is compromising the security and basic purpose of password
- System generated passwords are never remembered by the users and it is frequently or always directs users to “Forgot Password” feature. This is unproductive waste of time.
- Default option of having own password gives a user feel of privacy.
We customised the flow of creating an active user by default forced setting of password when a new user is trying to access the CRM first time. The simple flow is Create User without selecting password > Email is sent to the new created user from Admin with link to the new password>Link opens to set a new personal password>Upon setting a new password, user is redirected to login page.
In addition to the above we set a time limit of 24 hours to respond to “Set Password” link for user to measure alertness of an employee to CRM reporting system.
Mostly all CRM developments are targeted for macro business purposes but ultimately it is about improvising productivity. This may be a small customization but it’s worth a try for…
- Eliminating uniform & thus unsecure first password by Admin
- Default directing users to select their own password. Most people tend to set password that they can remember
- Better employee experience by the feel of privacy
- Least use of “forgot password”
- Single click to resend a new email for expired links retaining the same user details once created
More options like active user (with set password) and inactive employees (Unopened emails or expired links) filters/sorting can be developed as required.
How do you think this small change would matter and what more can be explored? Comments & suggestions are welcome!
Let us know if you needs more information on this
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