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Tag: Users

Resetting the Supervisor Password in a Local Creatio System

If you have a local Creatio installation, with access to the database, you can easily reset the Supervisor password using a SQL statement. User passwords are encrypted in the database and the user's Id is used as a seed for the encryption. With that in mind, each user's Id is different, so the below statement will not work for...

Adding a Lookup to Select from Users in Creatio (formerly bpm’online)

If you're adding a Contact lookup where you want the user to chose from user contacts only, instead of all users in the system, you'll add a normal Contact lookup that gets filtered to show only contacts that are users. I've shown before how to filter a lookup, but for filtering for user contacts, there's a useful way that...

Importing Users into Creatio (formerly bpm’online)

When you're setting up a new Creatio system one of the first things you do is create new users. A great way to do that is to import them all at once by using an Excel file. This lets you get the user list just right in Excel first then you can just dump them in all at once....

Importing Users In SalesLogix 7.5.x

There are times when the SalesLogix Administrator is asked to import users from an .xls spreadsheet. Fortunately there is a handy little import wizard built right into the Admin application

Infor CRM Sync for Exchange: Action Required by August 31, 2026

Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.

Disable Caching in Infor CRM SLX Web Client

In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.

AI Readiness Checklist for CRM Teams: Is Your CRM System Ready for AI?

Before using AI in Creatio, make sure your CRM data, users, processes, and automation foundation are ready. Use this practical AI readiness checklist for CRM teams.

Build Your Creatio AI Skills with the 2026 AI Summer Program

Join Creatio’s free 2026 AI Summer Program to learn how to identify, build, deploy, and manage AI agents.