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Signing In as a New User

To sign in as a new user in Oracle CRM On Demand, you must have a temporary URL for Oracle CRM On Demand and a temporary password. Oracle CRM On Demand sends this information to you by email, in two parts:

  • The first email contains the temporary URL that you use to access Oracle CRM On Demand for the first time.
  • The second email contains your temporary password.

Depending on how your company administrator sets up your user account, the email that contains your temporary password might also contain your user ID.

NOTE: Your user sign-in ID is shown on the Oracle CRM On Demand page after you sign in for the first time. Although you do not require your user ID the first time that you sign in to Oracle CRM On Demand, you must have it to access Oracle CRM On Demand after the first time you sign in. Therefore, it is recommended that you make a note of your user sign-in ID for future reference.

When you sign in for the first time, you are asked to set up a number of security questions. Take note of the security questions and answers that you set up. If you later forget your password, you will be required to answer the security questions to reset your password. For more information about resetting your password, see Retrieving Your User Sign-In ID or Resetting Your Password.

You can change your security questions at any time in Oracle CRM On Demand, for more information, see Setting Up Your Security Questions.

To sign in as a new user

  1. Click the Oracle CRM On Demand URL that you received in an email.
  2. On the Sign-In page, enter the temporary password you received in an email.
  3. Make a note of your user sign-in ID, which is shown in the User Sign In ID field on the Password Update page.
  4. On the Password Update page, enter a new password of your choice in the New Password field, and then enter it again in the Verify New Password field.

    TIP:  Be sure to make a note of your password to avoid repeating this task.

  5. In the My Security Questions page, select the questions that you want to use as your security questions, and enter the answer for each question.

    The number of security questions that you must set up is determined by your company administrator.

    NOTE: Take note of the security questions and answers that you set up.

  6. Save your security questions.

    My Homepage displays the information that you require to start using Oracle CRM On Demand. The tabs and features that you see by default depend on the role that you are assigned by your company administrator.

    NOTE: While using the Communications section in Oracle CRM On Demand, if your status changes to offline due to network connection problems, your login session automatically reconnects to the Oracle Contact On Demand server when Oracle CRM On Demand detects that the network is operational again.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.