Everything you need to know about your SuperOffice CRM account

In this article

    Activating your SuperOffice CRM account is your first encounter with the new CRM system. That’s why we want to make sure it’s a smooth experience for you. In this article you will find answers to all of your questions regarding the activation of and log-in to your SuperOffice account.

    Your SuperOffice CRM account user credentials

    In order to use SuperOffice CRM you need to be assigned a user account that is unique for you. This user account contains your user identification and a password only known to you and the system, commonly referred to as your “user credentials”.  

    Your user credentials allow the system to verify that you are you, which is necessary before allowing you to access your company’s CRM solution.

    There are two ways of activating and logging in to your SuperOffice CRM account:

    1. Using a SuperOffice CRM password which is unique when you log in to SuperOffice CRM.
    2. Using a single sign-on system where you log in to SuperOffice CRM using your username and password from another solution, such as Microsoft Office 365 or Google’s G Suite.

    Both ways are described below.

    1. Activating and logging to your account using a SuperOffice CRM password

    As soon as your company’s SuperOffice administrator adds you as a user of the solution, an email will be sent to you asking you to activate your account.  

    Click the “activate now” link in the email and you’ll be taken to a SuperOffice CRM login screen where you can set your own password.

    Once you have activated your account, you will immediately enter SuperOffice CRM and you may begin using it.

    At any time later, you can log in again when you open SuperOffice CRM and add your user identification and password.

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    If you find yourself having problems activating your account, please contact our support.  

    If you are not immediately given the option to create a SuperOffice password, then it is likely that your company is using a single sign-on system to manage your user credentials. See below explaining how to activate your account using the single sign-on.

    2. Activating and logging in to your account using single sign-on options

    If your company uses a managed solution for user authentication, such as Microsoft Office 365, Active Directory or G Suite from Google, these can be connected to SuperOffice CRM so that the same system verifies you across all your different services, including SuperOffice. This is often referred to as a single sign-on. 

    You will see that your company uses a single sign-on system when you activate your SuperOffice account if you are given the option to add your user instead of creating a SuperOffice CRM specific password.

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    Once you enter your login details, your account is activated and SuperOffice CRM will open. And as long as you are logged in to your Office 365 or G Suite, you will not be asked to enter your user credentials in order to log in to SuperOffice.

    When you are no longer logged in with your Office 365 or G Suite user credentials, SuperOffice CRM will ask you to verify who you are via your Office 365 or G Suite account:

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    Please note, that if you have problems accessing SuperOffice CRM via your managed single sign-on system, you need to contact your company’s internal IT support for help.

    Forgetting or resetting your SuperOffice CRM password

    If you forget your SuperOffice CRM password, or for some reason you need to reset it, you can click the “Forgot your password” link available in the login screen. Once you have done so, you will receive an email with a link to a screen that lets you reset your password again.

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    Learn more about your options in this FAQ about resetting a password for SuperOffice CRM.

    If you forget your single sign-on password, you need to contact your company’s internal IT support for help.

    Getting started with SuperOffice CRM

    After you have logged in to SuperOffice CRM, you can begin using the solution.

    To help you get started with SuperOffice CRM, we invite you to explore the Learn the Essentials section  of the SuperOffice Community, which contains a lot of tutorials and videos that will help you start using your solution.

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    There’s also an eLearning option available inside SuperOffice CRM in the Help menu. You will also receive tips and information for a few weeks via email to help you get started. You can, of course, opt-out of these emails if you prefer not to receive them.

    We offer various digital resources that can help you make the most out of your SuperOffice CRM solution and you are welcome to read about all of them in this article.