Articles on: Account & Company Settings

How to reset password / Forgotten password

Overview: reset a forgotten password


You can request a recovery link from the login page with Forgot password, and Company Admins can trigger a reset email for another user from Users, which is used when someone cannot sign in with their current password.


SSO users reset credentials in their company identity provider, not in CxPlanner.


  • Your role can be any role for your own password.
  • You can find self-reset at the login page - Forgot password, or admin reset at Profile icon - Users.
  • This changes the user's password after they complete the recovery link.


All users can reset their own passwords from the login screen.


Only Company Admin users can reset passwords for other users.


How to reset your own password


  1. Go to the CxPlanner login page, or open https://app.cxplanner.com/resetpassword.
  2. Click Forgot password? under the login field.
  3. Enter your registered email.
  4. Complete I'm not a robot.
  5. Click Resend password.
  6. Open the recovery email, click the link, enter a new password, and log in.


Screenshot: Forgot password link on the login page


Screenshot: Reset password form with email and captcha


How to reset another user's password (Company Admin)


  1. Click your Profile icon.
  2. Click Users.
  3. Find the user in the list.
  4. Click Edit or Reset Password.
  5. Confirm that a reset password email is sent to that user.


Screenshot: Opening Users from the profile menu


Screenshot: Reset password action on a user record


Results: after a password reset


  • The user can sign in with the new password
  • Old password stops working
  • Roles and project access stay the same


Troubleshooting: password reset


Problem

Cause

Solution

No recovery email received

Email is in spam, mistyped, or delayed

Check spam, confirm the email spelling, then request a new reset

Reset link expired

Link was not used in time

Start the reset process again from the login page

Cannot reset another user's password

Your company role is not Company Admin

Ask a Company Admin to open Users and send the reset email

User never receives any email

Email is not registered in CxPlanner

Verify the correct user email in Users, then send the reset again

Updated on: 07/26/2026

Was this article helpful?

Share your feedback

Cancel

Thank you!