Changing customer password

Whenever a non-agent raises a ticket in your helpdesk, they get added as a contact. If you have enabled the user activation email for requesters they can set up a password by clicking on the link in the activation email sent to them. This option can be enabled under Admin > Workflows > Email Notifications > Requester Notification. However, if you do not have it enabled (or do not want to enable it), but still want a few of your customers to be able to access your customer portal, you can change/setup passwords on their behalf.

In the case of a customer requesting a password change, you can decide your preference based on the kind of business you run and the support volumes you deal with.

  • To change a password on behalf of the customer, go to Admin > Workflows > Email Notifications > Requester Notification and disable the User Activation email toggle button. This makes for a seamless experience for your customer who might otherwise have to follow multiple steps before they get access to your portal.
  • Your customers can change passwords themselves by hitting the forgot password option on the customer portal login page.

You will be able to change a contact’s password on the contact details page, if you are an Admin/Account Admin or any other agent with ‘Super Admin’ controls. Customers will not receive any automatic notification about the password change.

Note: Agents will not be able to set/change password for a contact which doesn't have an email address associated with it.

Freshdesk – Seamless Customer Support Made Easy

Freshdesk by Freshworks is an award-winning, cloud-based customer support solution that equips you with all the tools needed to deliver outstanding and efficient customer service.

Freshdesk Products
Customer Data Management

Import and export customer data easily

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Helpdesk activity checking

Reviewing the latest support tickets and helpdesk interactions.

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One contact across multiple companies

Linking a single contact to multiple associated companies.

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Sender name customisation

Using sender's name as ticket requester in forwarded emails

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Finding API Key

Steps to locate and access your API key from your account settings.

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Knowledge base setting

Guidelines to create and organize your Knowledge Base for easy customer access.

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Organising agents into group

Grouping support agents based on roles or departments for better workflow Management

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setting up sand box

Instructions to configure your Sandbox environment for safe testing and development.

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Freshdesk help widget on WordPress

Steps to embed and display the Freshdesk help widget on your WordPress site.

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Default fields in ticket form

Overview of the standard fields included in your Freshdesk ticket form by default.

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Configure custom email server

How to configure custom email servers for sending and receiving support emails.

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Run automation on ticket

Set up automation rules for tickets submitted via a specific form.

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Merging contacts

Combining duplicate contacts into a single profile in Freshdesk.

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Freshdesk Multilingual ticket fields & forms

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Creating companies and contacts

Steps to create and manage companies and their associated contacts in Freshdesk.

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Freshdesk App Log in & Log out

Instructions for logging in and out of the Freshdesk Android mobile app.

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Forward Emails as Tickets

Forward and convert your support emails to tickets in Freshdesk

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Steps to configure and customize your Freshdesk help widget for your website

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Guide to creating a basic bot flow using Freddy Self-service in Freshdesk.

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Freshdesk - Feedback Widget

Collecting user feedback directly from your website using the feedback widget.

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Custom field creation

adding and configuring custom fields in your Freshdesk ticket form.

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Adding new support agents

Steps to add and manage new support agents in your Freshdesk account.

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Custom Support using Customer Segments

Use Customer Segments to tailor and personalize your support responses in Freshdesk.

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Customer portal - Log in & Access

Instructions for logging in and navigating the Freshdesk customer support portal.

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Freshdesk - Customer Tab

Overview of the Customers tab features for managing contacts and companies in Freshdesk

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Freshdesk - Ticket Status

Explanation of different ticket statuses and their roles in the support workflow.

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Multiple ticket forms - Freshdesk

Overview of using multiple ticket forms in Freshdesk to handle various support queries.

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Customer tickets - Auto solve

Set up the Email Bot to automatically resolve customer tickets based on predefined rules.

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Live Chat - Freshdesk

Using live chat as a support channel in Freshdesk for real-time customer assistance.

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Field service management - Freshdesk

Overview of Field Service Management in Freshdesk for managing on-site service

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Freshdesk Reporting & Analytics

Gain insights and track performance metrics using Freshdesk Analytics for smarter support decisions.

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Dependant field in ticket forms

Configure dependent fields in your Freshdesk ticket form to show relevant options based on user input.

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Single Sign-On in Freshdesk

Enable Single Sign-On (SSO) in Freshdesk for seamless and secure user authentication.

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Multi-channel support

Provide customer support across multiple channels like email, chat, phone, and social media in Freshdesk.

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Multi-channel support

Provide customer support across multiple channels like email, chat, phone, and social media in Freshdesk.

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Adding twitter accounts - Freshdesk

Connect your Twitter account to Freshdesk to manage and respond to tweets as support tickets

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Ticket submitting via email

Allow customers to create support tickets by sending an email to your Freshdesk support address.

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Adding phone channels - Freshdesk

Integrate a phone channel into Freshdesk to handle voice calls as part of your support system.

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Editing, cloning and deleting a ticket form

Manage your Freshdesk ticket forms by editing,duplicating, or deleting them as needed.

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Adding new customer agents

Learn how to invite and set up new support agents in Freshdesk to handle customer queries efficiently.

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Freshdesk Automation updates

Review the latest updates and improvements to Freshdesk’s automation features for better ticket management.

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Dynamic sections - Freshdesk

Learn to build dynamic sections in Freshdesk forms that display fields based on user input or conditions.

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Customizing Customer Fields

Modify and manage customer fields in Freshdesk to capture specific information relevant to your business needs.

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Help Desk Reporting Best Practices: 7 Essential Tips

Discover key strategies to optimize your help desk reports, improve decision-making, and enhance customer support efficiency.

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Customer 360 – Get Complete Context on Your Customer

Gain a holistic view of each customer with Customer 360 in Freshdesk, consolidating interactions, tickets, and data for personalized support.

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Understanding Full-time vs Occasional Agents

Learn the difference between full-time and occasional agents in Freshdesk to manage roles, access, and billing effectively.

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Introduction to Apps

Explore how Freshdesk apps enhance your helpdesk by adding new features, integrations, and custom workflows

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Creating a New Ticket from Agent Portal

Learn how agents can manually create support tickets directly from the Freshdesk agent portal.

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User Guide Template Example

Explore a sample user guide template that outlines structure, formatting, and content flow for creating effective documentation.

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Getting Started with FreshThemes

Learn how to customize your Freshdesk portal’s appearance using FreshThemes for a branded support experience.

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Changing Customer Password

Guide to help customers reset or change their Freshdesk portal password securely.

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Identifying Contacts with an External ID

Learn how to use external IDs in Freshdesk to match and manage contacts from third-party systems.

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Getting-started-multiple-customer-support-agents
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Manually Create Tickets from the Agent Portal
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