This section of the user manual is intended for end users. For setup and configuration please see Administrator's Guide.
You should have by now a login information sent to you automatically as an e-mail message from epesi when your system administrator created you as a user in the application. This e-mail should include:
- login name (for example: jdoe)
- password (for eample: X6yRG65)
- link to the application (for example: http://crm.yourcompany.com)
The password is randomly generated unless the administrator specified it manually. In any case you should login to epesi and change your password as soon as possible.
Please enter your login info (username), and password. If you are using a computer that is your personal work or home workstation you can click on Remember me box. This box allows you to login to epesi automatically. Don't select this box if you are using a public computer or a computer that you share with someone.
After a successful login go to Menu -> My Settings -> Control Panel
This will open Control Panel where you can adjust various settings in the application. Those settings apply to the way the application behaves for you only. Global changes have to be made by administrator.
Click on Account button. You need to specify new password (twice), an e-mail address will default to what is stored in the application already, but you can change it here as well, and the old password is required.
Finally click on Save button.
In case you forgot your password click on Recover password link right on the main login page. You will need to specify a username and e-mail address associated with your account. Click on OK and the password will be e-mailed to you.
If you don't remember your username and/or e-mail account please contact your administrator.