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How to Reset Your Webgility Portal Password and Manage Your Account

This article helps Webgility Desktop users resolve login issues with the Webgility portal, such as forgotten passwords, expired credentials, or username errors, by providing a step-by-step process to reset passwords and regain secure access to manage account settings, integrations.

Overview

This article guides you through resolving Webgility portal login issues by resetting the customer's password. These steps are typically used when the root cause involves forgotten, expired, or incorrect login credentials.

Common Symptoms

Customers experiencing login issues may report:

  • Inability to access the Webgility portal

  • Login attempts returning errors like: "Invalid credentials"

Root Cause

These issues are most often caused by:

  • Forgotten or mistyped passwords

  • Expired credentials

  • Incorrect or unrecognized usernames

Resolution Steps

1. Verify Customer Identity

  • Ensure the contact details (name, email, etc.) match the customer’s registered account.

  • Do not collect or disclose sensitive data like existing passwords.

2. Reset the Password

  1. Log in to the Webgility Portal.

  2. Navigate to Add-ons > Users
  3. Locate the customer’s profile using their email address or username.

  4. Choose Change Password.

  5. Either:

    • Generate a temporary secure password and share it securely with the customer, or

    • Use the system to send a password reset email directly to the customer.

Additional Tips

  • Create a strong, unique password.

  • Never share login credentials.

  • If login issues persist:

    • Suggest trying a different browser or clearing the cache.

Verify that browser security settings or extensions aren’t interfering.