Sign-in & security

Every article that touches sign-in & security, wherever it lives.

6 articles

Getting started

Signing in, two-factor, and who can see whatHow sessions, one-time codes, password resets and role separation work across the portal.

Your account

Where do I change my own name, email and password?Workspace → User Profile holds your personal account: details, sign-in email, password and notification preferences.How do I add colleagues to my account?Invite colleagues as members or admins from Account → Organisation; the owner is the one account that cannot be removed.Cookies and analyticsAnalytics cookies are only set after you accept the banner; declining changes nothing, and the choice can be changed at any time.

Troubleshooting

I can't sign in — what should I check?Work through it in order: the right email, the password, the one-time code, then the lockout that catches most people.

Your workspace

How do I invite teammates into my workspace?CRM → Team invites colleagues as Admin or Member, shows who is active, pending or never signed in. Your plan sets how many seats you get.

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