The Client Password Manager extension creates a secure area to store usernames, passwords, and other login details for your clients. This is useful if you are managing client websites, which you may need to log in to.
Follow these steps to use the Client Password Manager:
- Download and install the Client Password Manager extension.
- From your site’s WP Admin dashboard, go to Jetpack CRM > Contacts to view your contacts. Alternatively, go to Contacts > View All from the top menu on any Jetpack CRM admin page.
- Click on a contact to view it, where you will now see a “Passwords” tab.
- Click the “Add Password” button to edit the contact and bring you to the “Password Manager” section.
- Click the “Add New” button to add a new password to this contact.
- Enter the following information for the password:
- URL (optional): the URL associated with the password
- Name (optional): the name or username associated with the password
- Password: the password
- Scroll up to the top of the page and click the “Update Contact” button to save your changes.
- Repeat steps 5-7 to add as many passwords as you’d like to the contact.
Reset Client Portal passwords for contacts
Client Portal passwords are handled by the core Jetpack CRM plugin, rather than the Client Password Manager extension. Check this page instead to see how to reset passwords for the Client Portal.