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Log in

Access your workspace through the tenant login URL your Admin provided—typically your company subdomain, whitelabeled domain, or a one-time invite link. Successful login lands you on the Dashboard, Launchpad, or the last module you visited.

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Who can do this​

All users with an active account or pending invitation.

Before you begin​

  • Valid email and password, or SSO if enabled for your organization
  • Invite accepted if this is your first login
  • MFA enrolled when your security policy requires it

What you'll accomplish​

  • You land inside the correct workspace (check the header workspace name)
  • Sidebar modules match your role permissions
  • Session persists until you sign out or timeout policy applies

Step-by-step procedure​

Standard email login​

  1. Open the login URL from your invite email or company bookmark—do not use generic marketing sites.
  2. Enter email and password on the tenant login form.
  3. Select Sign in (label may read Log in on whitelabeled pages).
  4. Complete MFA if prompted—codes from authenticator app or email depending on policy.
  5. After authentication, confirm the workspace name in the header matches your organization.

First login after invite​

  1. Click the invite link before it expires.
  2. Set your password when the setup form appears.
  3. Complete Complete your profile—name, phone, timezone.
  4. Admins continue to Set up your workspace; Members proceed to Navigate the app.

SSO (Single Sign-On)​

  1. On the login page, select Sign in with SSO when your company uses an identity provider.
  2. Enter your corporate email if asked, then authenticate with your IdP (Okta, Azure AD, Google Workspace, etc.).
  3. You return to SWS Agent automatically when SSO succeeds.

Session and sign-out​

  1. Use the Profile menu (avatar) → Sign out on shared computers.
  2. Idle timeout follows your Admin's security policy—save Inbox drafts before stepping away.
  3. To switch workspaces, sign out and open the other tenant URL—most users belong to one workspace only.

After login checks​

  1. Sidebar shows Dashboard, Contacts, Inbox, or other modules for your role.
  2. Missing modules usually mean disabled features—not a login failure.
  3. Open Settings only if your role includes Admin cards.

Verify your work​

  • Dashboard or home loads without error banners
  • Sidebar modules align with your job function
  • Profile menu shows your name and workspace
  • SSO users bypass password fields on subsequent visits when IdP session is active

Troubleshooting​

| Forgot password | Use Forgot password on login page | | SSO loop or error | Contact Admin; verify IdP SAML/OIDC config | | Wrong workspace | Sign out; use correct tenant URL from invite | | MFA device lost | Admin reset via security settings | | Invite expired | Request new invite from workspace Admin |

See also​