Logging in & access

You sign in to your insight dashboard at insight.agentcroft.com (or your own workspace web address if you've been given one).

• Google - the fastest option. Click "Sign in with Google" and pick the email you were invited with.
• Email link - no Google account? Choose "Email me a sign-in link", enter the email you were invited with and click Send link. Open the email and the link signs you straight in. There's no password to set or remember. Each link works once and expires after 15 minutes, so if it has expired just request a new one.

There's no public self-registration into an existing workspace.

Only people who have been added to your workspace can sign in. The account owner invites teammates and can remove them - see Inviting your team.

You sign in to your agency portal with Google, or with an emailed sign-in link, using an email on your agency's authorised domain. Your clients sign in separately to their own insight dashboard, with Google or an emailed sign-in link. There are no passwords anywhere in the platform: a sign-in link works once and expires after 15 minutes.

Team access is controlled from More - Your agency - Team. There are two internal roles, Admin and Analyst, plus the single account Owner. Client portal users are given their seats on each client's own settings page (the Team page only lists them) and only ever see their own insight dashboard, never your portal. See Team, roles & external users.