Signing in and resetting your password

Goal. Enter the CRM with your email address and password or with your Google account, reset a forgotten password and sign out.

Prerequisites. An account created by your company's administrator. The CRM has no open sign-up: access is by invitation only, as the sign-in screen itself states. Open the CRM address you received with the installation in your browser.

Signing in with email and password

1. In "Email address", type the email you were invited with.
2. In "Password", type your password. The eye icon, "Show password", lets you see it as you type.
3. Leave "Remember me" on if you are using your own computer; the session is kept between visits.
4. Click "Sign in".

After signing in, the CRM opens the "Dashboard". In two situations another screen appears first:

• Welcome wizard. The first time an administrator enters a newly created company; see the article "Welcome wizard".
• "Two-step verification". If your company requires 2FA, you are asked for the six-digit code from your authenticator app. If you had not set it up yet, the same screen shows the QR code so you can do it right there. The article "Profile, language and two-step verification" explains the procedure.

The "ES | EN" switch in the top right corner changes the language of the sign-in screens.

Signing in with Google

The "Continue with Google" button opens Google's account picker. It only works with a Google email that already has an account in the CRM; otherwise the notice "No invitation for that account" appears with the text "That Google account has no user here. Access is by administrator invitation only.". The consent screen belongs to Google and is not reproduced in this guide.

Resetting a forgotten password

1. On the sign-in screen, type your email in "Email address". Without it, the link replies "Enter your email first".
2. Click "Forgot password?". The message "If the email exists, we sent you a link to reset your password" is shown. For security, the message is the same whether the account exists or not.

3. Open the email you received and click its link from the same browser where you requested it. The link is tied to that browser and does not work on another device.
4. On the "New password" screen, type the password in "New password" and repeat it in "Confirm password". The password needs at least 12 characters, with uppercase, lowercase, a number and a symbol, and must differ from the previous one.
5. Click "Save password". The CRM confirms with "Password updated" and opens the "Dashboard".

If you opened the link on another device, the screen says "This link does not work on this device." and offers the "Send me a new link" button: type your email and request it from that same browser.

Entering for the first time after an invitation

When the administrator invites you from "Settings" › "Team", you receive an email with a link. That link opens the same "New password" screen: set your password, tick the "I accept the Terms and Conditions and the Privacy Policy" box and click "Save password". From then on you sign in with your email and that password.

New installation: creating the administrator account

In an installation that has no account yet, the CRM address opens the "Set up your CRM" screen directly. It asks for the "Business name", the industry in "What does your business do?", the "Email", the "Password" and the acceptance of the terms and the privacy policy. The "Create my CRM" button creates the first administrator account and the company. As the screen itself warns, this sign-up is only available on a fresh installation; every other account is created by the administrator in "Settings" › "Team".

Signing out

Click the avatar in the top right corner and select "Sign out".

Troubleshooting

• "Incorrect email or password". Check capitalisation and spaces in the email. If you do not remember the password, use "Forgot password?".
• "Confirm your email before signing in". The account exists but its email has not been confirmed. Check your inbox and spam folder, or ask the administrator to invite you again.
• The reset email does not arrive. Check the spam folder. If the email you typed does not match your account's email, the CRM sends nothing and does not say so, by design.
• "This link does not work on this device". The reset link was opened in a browser other than the one that requested it. Request a new one with "Send me a new link" and open it in that same browser.
• "No invitation for that account" when signing in with Google. The Google email does not match your CRM account's email. Sign in with your email and password, or ask the administrator to invite you with that Google email.