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Sign in and join the workspace

Join the workspace​

To join, you need the workspace invite link. Email invitations don't work yet, so your admin sends you the link directly, for example in a chat message.

  1. Open the invite link from your admin.
  2. Type your work email address.
  3. Click Continue.
  4. Type a password between 8 and 50 characters long.
  5. Click Sign up.
  6. On the Create profile screen, type your First Name and Last name.
  7. Add your Job Title and a photo if you like.
  8. Click Continue.

You're in. Your role decides what you can do. New teammates get the Member role, unless your admin picked a different default. Members can see, add, edit and delete records, and import and export them. Workspace settings stay with the admin.

tip

Choose a password you don't use anywhere else, and keep it in a password manager. The CRM can't email you a reset link yet, so if you lose your password, you'll need your admin's help to get back in.

Sign in​

  1. Go to crm.jacksonblank.com.
  2. Type your email address.
  3. Click Continue.
  4. Type your password.
  5. Click Sign in.

Sign out​

  1. Click the gear icon at the top of the sidebar to open Settings.
  2. Click Logout at the bottom of the list.

If you forget your password​

The Forgot your password? link works by email, and the CRM can't send email yet. Ask your admin for help instead.

The same goes for Change Password in Settings → Profile. It sends you a link by email, so it doesn't work yet either.

Set up your profile​

Open Settings to change how you appear and how the CRM looks for you:

  • Profile: your picture, and your name as teammates see it.
  • Experience: the Appearance (Light, Dark or System settings), your language, whether records open in a side panel or on a full page, and your date, time and number formats.