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Change Cloudingo Username or Password
- 20 Oct 2021
- 3 Minutes to read
-
PDF
Change Cloudingo Username or Password
- Updated on 20 Oct 2021
- 3 Minutes to read
-
PDF
There may be times when you need to transfer the Cloudingo account to someone else. There are two things to consider when doing this.
First, you will want to change the Cloudingo username & password to the new user. It is often easier to just change the Cloudingo username (email address) to the new user and have them reset the password by using the forgotten password link on our main cloudingo.com login page. Alternatively, you can set a temporary password for them, and they can change the Cloudingo password to something unique after they login. Instructions for changing the Cloudingo username & password are described in this article.
Second, if this transfer to the new user is only for temporary access, you can leave the Salesforce connection established as it is if you prefer. If it is a permanent transfer to the new user (and the user has appropriate Salesforce permissions required), the user can login using their Cloudingo username & password (not the 'Login with Salesforce' option yet) once the steps below have been completed. Once logged in, the user can then update the Salesforce connection to use their own Salesforce credentials (rather than the one currently connected). The user will then be able login using either the Cloudingo username/password login or the 'Login with Salesforce' option moving forward. Have the user follow the instructions here to re-connect to Salesforce under their own credentials.
Note
These instructions are most common for Basic & Standard license users. Professional & Enterprise users using multi-user logins should consider disabling current users and creating new ones through the Admin >> Users section to preserve historical reporting & auditing.
Change inside Cloudingo
Login to your account, and click the menu option with your display name (in the top right corner).
From the menu, click Change Password and/or Change Username. A confirmation email will be sent to the user's email to confirm the changes made.
The username must be a valid email address and the password must contain one capital letter.
Alternative method
If you're unable to login to Cloudingo at all (using the blue 'login with Salesforce' OAuth option or by entering in the Cloudingo username & password), and you're unsure of the Cloudingo password, you can go to the Cloudingo login page and click "Forgot password". Instructions for recovering the password will be emailed to the address that is currently set as the Cloudingo username.
Previous employees
If the current Cloudingo username is a previous employee that no longer has an email inbox and/or their email is no longer forwarded to someone in your office, you will need to contact our Support team for assistance to get the Cloudingo username changed.
- Once you get the password restored, you can login to Cloudingo using the current Cloudingo username and the new password (using the regular login boxes, not the OAuth option). You will not be able to login using OAuth until after you have successfully logged into Cloudingo and switched the Salesforce user credentials tied to Cloudingo to establish the connection. Once that change is made, you can use the blue OAuth login going forward.
- Once you are able to login to Cloudingo, you can follow the instructions above to change the Cloudingo username & password, and to also switch the Salesforce credentials if necessary. Instructions for updating the credentials can be found here.
Menu display name
Change the menu display name by going to the "Account" settings (from the same menu where you change the username and password). Once in the Account settings, choose the blue "Edit" option to the bottom right corner. Then, just change the first and last name. Once you have updated the display name and saved the changes, you will need to log out of Cloudingo and back in before you can see the menu name change.
Video
Video: Transferring a Cloudingo Account to Someone Else
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