Logging In and Resetting Your Password

Overview

To securely access your firm's Practifi organization, you will need to log in to your Practifi account. This article outlines the steps needed to log in to Practifi and reset your password if needed. If you have any questions or concerns when following these steps, please reach out to your firm's Practifi System Administrator for assistance.

• Logging In
  • To Log in for the First Time
  • To Log in Each Subsequent Time
  • Multi-Factor Authentication
• Resetting Your Password

---

Logging In

Once your administrator creates your user account in Practifi, you'll receive an email with your username and a link to set your password and log in.

To Log in for the First Time

1. Check your email for your login information.
2. Click the link provided in the email. This link logs you in automatically.
3. The system prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password.
4. If you haven't received your login information, contact your company's Practifi System Administrator.

To Log in Each Subsequent Time

1. Navigate to https://practifi.cloudforce.com.
2. Enter your username and password.
3. Click login, and you'll be logged in to your company's Practifi instance. 

Multi-Factor Authentication

If your firm has enabled multi-factor authentication (MFA), you will be prompted to enter a code from an authenticator app to complete your login. This extra step helps protect your firm's Practifi organization from unauthorized access. For guidance on which authenticator to use, contact your Practifi Administrator.

---

Resetting Your Password

If you've forgotten your password, you can reset it yourself by following these steps: 

1. Click the Forgot Your Password link on the login page.

2. Enter your username and click Continue. Shortly after, you'll receive an email with instructions and a link to reset your password (note that this link is only valid for 24 hours).

   Please note: Due to a Salesforce error, we recommend copying and pasting the reset link from the email into your browser instead of clicking it directly. This prevents the link from failing to work or appearing as already expired.

3. When you copy and paste the link into your browser, you'll be prompted to answer your security question.
4. Click Continue, then enter a new password.

If you need further assistance logging in, your system administrator can reset your password for you as well.