How to Use & Reset Security Tokens

Your Security Token is an auto-generated key that is used in combination with your password to enter Propertybase from an untrusted network or log into a 3rd party application. The token is required whether you log in to the application via API or a desktop client. A couple of examples of 3rd party applications are: Salesforce for Outlook, Apex Data Loader, Word Mail Merge, Excel Connector, etc..

Logging in with your security token is simple, just add it to your password when entering your credentials. For example, if your password = abc123 and your security token = XXXXXX111133333XXXXXX, you will need to type in your password as = abc123XXXXXX111133333XXXXXX

You receive a new security token whenever you change your email address in Propertybase. Once you have been issued a security token, you have the option to reset this security token at any 

 

Salesforce Version

Depending on the whether you are on the new or old Improved Setup User Interface, the steps to reset you password will differ. Make sure to look at the the steps depending on how the user interface look like.

New Salesforce Setup Interface

To reset your security token, go to your name at the top right of your screen > My Settings

On the left hand side click on Personal, then Reset My Security Token. Finally click the blue "Reset Security Token". The new security token is sent via email to the email address on your Propertybase user record.

 

Old Salesforce Setup Interface

To reset your security token, click your name at the top right of your screen > Setup >My Personal Information > Reset My Security Token. 

Upon clicking the "Reset Security Token" the new security token is sent via email to the email address on your Propertybase user record.

 

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