Signing in
Every user signs in with three pieces of information: a company ID, a username, and a password. The company ID identifies your firm, and the username identifies you inside that firm.
Before you start
- Get your Company ID, Username, and Password from whoever set up the app for your firm.
- Make sure you are on the correct sign-in page for your firm. If you are not sure of the address, ask your administrator.
Sign in
- Open the sign-in page.
- Type your firm's identifier into Company ID.
- Type your Username.
- Type your Password.
- Press Enter, or click Sign In.
If your details are correct, the app reloads and takes you to your dashboard. If anything is wrong, a red message appears at the top of the screen explaining what failed.
Stay signed in
You stay signed in for as long as your session is valid. Closing the tab and coming back later usually keeps you signed in. If you sign in on a second device, the first device is signed out automatically — only one active session per user is allowed.
Sign out
Open your settings menu in the side/top bar and go to security to sign out. Closing the browser does not sign you out on its own.
Common questions
What if I forgot my password?
Ask your administrator to reset it for you from the Settings area. There is no self-serve password recovery.
Why was I signed out automatically?
Either your session expired, or someone signed in to your account on another device. If you did not sign in elsewhere, change your password and tell your administrator.
Can two people share a login?
No. Each person should have their own user. Sharing logins makes it impossible to know who entered what, and the app will sign one of you out as soon as the other signs in.