Signing in

This article shows you how to log into your dashboard, what “Choose a workspace” means, and what to do if you forget your password.

Note

You cannot sign yourself up. Your operator contact creates your account. You get an email with a link to set your password. If you do not have it yet, ask your operator contact.

What you need

• Your email address.
• Your password.

You do not need a workspace name. A workspace is the space in the dashboard that holds one business. The dashboard finds your workspace from your email.

You use one password for every workspace you belong to.

How to sign in

1. Open the dashboard’s web address in your browser. Your operator contact gave you this address. Save it as a bookmark so you can find it again.
2. Type your email address.
3. Type your password.
4. Press Log in.

📸 Screenshot to add: the dashboard sign-in screen with the Email and Password fields

How to know it worked: you see your Home screen, not the sign-in screen anymore.

If your email belongs to one workspace, the dashboard opens it at once.

If your email belongs to more than one workspace, the dashboard shows the Choose a workspace page. Read the next section.

Choose a workspace

You see this page when your email is in two or more workspaces. For example, you work for two properties. You have already signed in with your password. Now the dashboard asks which workspace to open.

1. Find the workspace you want. Each one shows its name and your role in it (Admin or Staff).
2. Press the workspace.
3. The dashboard opens that workspace.

Your role can be different in each workspace. You can be an Admin in one and Staff in another.

You have 5 minutes to choose. If you wait longer, go back to the sign-in screen and log in again.

To open a different workspace later, press Log out and sign in again. Then choose the other workspace.

Note

If you open an old sign-in link that has a workspace name in it, the dashboard still works. If you belong to that workspace, it opens it. If you do not, the dashboard ignores the name and follows the steps above.

If sign-in does not work

The dashboard shows the same message when your password is wrong, when your email is unknown, and when your account is locked. This is on purpose. It keeps other people from learning which emails have an account.

• Check your email address and your password.
• After several wrong tries, the dashboard stops you for about 15 minutes. This protects your account. Wait, then try again. The count follows your email, so it covers all your workspaces.
• If you are still stuck, press Forgot your password? or ask your operator contact.

Stay signed in

The dashboard does not log you out after 15 minutes. It renews your session quietly in the background while you work. If you do not open the dashboard for a long time, or you press Log out, you need to sign in again.

Forgot your password?

It happens to everyone.

1. On the sign-in screen, press Forgot your password?
2. Type your email address.
3. Press Send reset link.
4. Open the email. Follow the link. Type a new password and press Set password.
5. The dashboard takes you back to the sign-in screen. Log in with the new password.

The new password works for all your workspaces. For safety, the dashboard also logs you out of all of them. Sign in again with the new password.

The page says it sends a link “if that account exists”. If you get no email, check your spam folder. Then check your email address. You can ask for a link only a few times in 15 minutes. If you are still stuck, ask your operator contact.

Keep your account safe

• Do not share your password with coworkers. Each person should have their own account.
• A workspace admin can add coworkers in Settings, in the Staff section. Press Invite, type the email, and choose Admin or Staff. The dashboard then says that an email was sent. The invite email goes straight to your coworker. You never see a code or a link.
• Your coworker opens the email. If they are new, they set a password. If they already have a password from another workspace, the email only tells them they were added. They use the password they already have.
• In the Staff list, your coworker shows as Invited until they sign in to your workspace for the first time. Then they show as Active.
• If the dashboard says it cannot send invites, tell your operator contact. Nothing was saved. Try again after they fix it.
• For now, only Admin accounts can use the dashboard. A Staff account can sign in, but it sees a “Staff access is not available yet” page and nothing else. Give coworkers who need the dashboard an Admin account.
• If you think someone else knows your password, change it, and tell your operator contact.

Tip

If the page will not load at all, check your internet connection first, then try again. If it still will not load, tell your operator contact.

Next steps

• Home and Schedule — your daily home base once you’re signed in.