Help, I Can't Login

Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create proposals, manage your sales funnel, win and retain top customers. To read more about this exciting change, click here.

Having issues logging in to your SalesManager, formerly known as NorthBoundary, or ServiceTrade Products accounts? This article will cover FAQs and step-by-step instructions related to user credentials issues. We will also discuss our security policies.

Important Note: ServiceTrade holds security in the highest regard and assures its users that we will never request their login credentials. Your trust and data security are our top priorities. Be careful of any message claiming to be from ServiceTrade that requests your user credentials. This is likely a phishing scam.

I Forgot my Password.

1. Attempt to log into the SalesManager Office App (or any other ServiceTrade App).
   • If you can't log in, click the Forgot Password? Link on the log-in screen, then skip to Step 5:
     
2. Click on your Profile Photo.
3. Click on My Profile.
4. Click on the Reset Password button.
5. This will send you an email to the email address in your account settings that will allow you to reset your password.
   • This email will be sent from no-reply@id.servicetrade.com or
     servicetrade-noreply@servicetrade.com
     
     
6. Click the click here to reset your password link to be redirected to a Change Your Password Menu.
7. Enter and Re-enter in your New Password.
   
8. Click Reset Password.

I am an Account Admin, can I change my users' passwords?

As an Account Admin, you can only send your user's password reset emails.

1. 1. Log in as an Admin.
   2. Navigate to the User Mgmt page.
   3. Select the User whose password you want to reset.
   4. On the User's page, click a Send Reset password email button.
      
   5. This action will send a password reset email to the user's email address.
      • This email will be sent from no-reply@id.servicetrade.com
        
        
   6. Click the click here to reset your password link to be redirected to a Change Your Password Menu.
   7. The user will then click Confirm to be redirected to a Change Your Password Menu.
   8. They will then enter and re-enter their New Password.
      
   9. They will then click Reset Password to finalize the password reset.

If the user does not recieve their email have them check their Spam or Junk Mail folder from no-reply@id.servicetrade.com or servicetrade-noreply@servicetrade.com

If they do not receive the email, you can change the user's email. Follow the instructions here Creating and Managing Users. Then follow the instructions above:

FAQs

I am locked out of my account?

Users who make too many failed attempts to log in will be locked out of their accounts. Because of this, if you have attempted to log in a handful of times and cannot remember your password, we highly recommend you use the Forgot Password workflow to prevent yourself from being locked out.

If you are locked out, you will need to contact ServiceTrade Support. You must email support with the same email assigned to the locked-out user. This is so we can verify your identity and allows us to protect the security of your account. We cannot unlock an account over the phone or from a different email.

Can ServiceTrade Support change my user passwords?

ServiceTrade cannot change a user's password.

If you contact ServiceTrade Support for a password reset, they can send a user the password reset email that is accessible via this workflow.

If the user does not recieve their email they should check their Spam or Junk Mail folder from no-reply@id.servicetrade.com or servicetrade-noreply@servicetrade.com

If they do not receive the email, ServiceTrade Support cannot change a user's email address and resend the forgotten password email. That user needs to reach out to an Account Admin at their company and have them change the user's email. The Admin can follow the instructions here on Editing Users' Emails.

Will ServiceTrade ever ask for my credentials?

ServiceTrade places the utmost importance on security and user trust. We are committed to safeguarding the confidentiality and integrity of our user's data. It is our steadfast policy to never request or solicit user credentials, such as passwords, in any form. We understand that maintaining the privacy and security of user accounts is paramount to building and maintaining trust in our platform.

We employ industry-leading security measures and best practices to protect user information and ensure that ServiceTrade remains a safe and reliable service for all. Your security is our priority, and we stand by our commitment to never compromise it by asking for sensitive login details.

Are there best practices for Passwords?

Creating strong and secure user passwords is essential in safeguarding personal and online information. Your password must contain:

• At least 8 characters
• At least 3 of the following:
  • Lowercase letters (a-z)
  • Uppercase letters (A-Z)
  • Numbers (0-9)
  • Special characters (e.g. !@#$%^&*)

Though we only require 8 characters we highly recommend using longer 16-64 character passwords. Avoid using easily guessable information, such as birthdates or common words. It's also crucial to have unique passwords for different accounts, as this prevents a breach in one account from compromising others.

Regularly updating passwords and refraining from sharing them with others is equally important. Employing the use of password managers to generate and securely store complex passwords can significantly enhance security. In essence, a strong password acts as a critical barrier against unauthorized access, ensuring the protection of sensitive data and personal and company accounts.

Does ServiceTrade have any security partnerships?

We are partnering with Auth0 to securely store user credentials and allow us to implement Single-Sign On (SSO) functionality across our applications.