Setting Up Password Reset Automations

Managing user access shouldn't be a manual chore. With the "Update password of credentials login method" action now available in the monday.com workflow builder, you can empower your users to reset their passwords automatically.

🛠 Prerequisites

To set this up, ensure you have the following ready:

  • Clients Board: The board where your user data and login credentials are stored.
  • User Email: The exact email address associated with the account.
    • Note: The automation is case-sensitive, so the input must match the board data exactly.
  • monday.com Workflow Builder: Access to the new workflow blocks to stitch the steps together.

⚙️ The Automation Action: How it Works

The core of this setup is the "Update password of credentials login method" action. It requires three specific inputs:

  1. Clients Board: Select your designated board for client management.
  2. Email: Map this to the email column of the user you want to reset.
  3. New Password (Optional): * Specific Password: Type a fixed password if you have one in mind.
    • Random Password: Leave this field empty to have the app generate a secure, random password automatically.

Pro Tip: The action provides the generated password as an output variable. You can "pipe" this variable into a subsequent step—like a Gmail or Outlook integration—to send the new password to the user instantly.

🚀 Implementation Strategies

1. The "Admin Reset" Button

Add a Button Column to your Clients Board labeled "Reset Password." Set the button to trigger the workflow. This allows your team to trigger a reset and an automated email to the client with a single click.

2. The Self-Service Workform

  • Create a "Reset Password" Workform: A simple form where users enter their email.
  • Trigger Automation: Use the form submission to trigger the password reset action.
  • Notify the User: Use monday's built-in mail automations to send the new password to the email address provided in the form.

💡 Proactive Support

You can make this process accessible directly from your portal's login page. In the login page settings, use the "Additional Text" field to guide your users:

"Forgot your password? Request a reset here."

Setting Up Password Reset Automations Setting Up Password Reset Automations Setting Up Password Reset Automations