Sign in and your account
Workflow 01 · Sign in · Start page · My account · My security
Everyone signs in on the same plain page with their email address and password, and lands where their work starts.
Your own account and security settings are always one click away under your name, and nothing about another person's account can be reached by changing the address.
- An account with a role
A wrong email address or password gets one plain message
Visitor
4Step 4 of 16 · workflow step 02.1
- Same message whatever was wrong
The message is the same whatever was wrong, so it never tells anyone whether an account exists.
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- Stop further attempts for a while after too many failures, from one place or for one account, with the same message
- Ask for the code from your authenticator app next, when your account has two-factor authentication on
You land where your work starts
Office Administrator
5Step 5 of 16 · workflow step 03
- Your role's start page
A franchise office starts on the Enquiry pipeline. Each role has its own start page.
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- Open the start page of your role: Enquiry pipeline for the Office Administrator and the Franchise Owner, My Day for an Operative, Franchises for the Franchisor, Enquiry review for Head Office, Switch users for the Administrator and the Switcher
"My account": your name, phone, job title and timezone
Office Administrator
9Step 9 of 16 · workflow step 05
- Name, phone, job title
- Timezone
- Current password for email or password
Changing your email address or password asks for your current password first.
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- End every other session of your account when you change your password
"My security": turn on two-factor authentication
Office Administrator
11Step 11 of 16 · workflow step 06
- Set up application
- Recovery codes
Press "Set up application", confirm your password, scan the code with your authenticator app and enter the six digits. Then generate your ten recovery codes and keep them safe.
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- Send you one email when two-factor authentication is turned on
Forgotten your password? Ask for a sign-in link
Visitor
12Step 12 of 16 · workflow step 07
- Forgotten your password?
- Email address
Enter your email address. The answer is the same whether or not the address has an account.
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- Email a single-use link to the account's address; the link itself is never stored
A Franchise Owner sees the team's own changes under Reports, "Audit"
Franchise Owner
16Step 16 of 16 · workflow step 09
- Reports, Audit
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Signed in on your start page; account and security up to date