Start here

My profile

Your personal account settings, separate from any workspace. Open it from the sidebar dropdown (click your name at the bottom-left of the CRM, then pick "My account"). What lives here applies across every workspace you belong to.

Quick answers

I changed my email. Why do I need to verify it?

We send a confirmation link to the new address before swapping it on your account. Until you click that link, your existing email still works for sign-in. We also send a dispute link to the old address so you can stop the change if it wasn't you.

Where do I turn on two-factor authentication?

The Authentication card on this page. Scan the QR code with any authenticator app (Google Authenticator, 1Password, Authy), confirm your first 6-digit code, and save the 10 recovery codes somewhere safe. From then on, every sign-in asks for a code.

How do I get account alerts by text, or stop them?

Use the Text alerts card on this page. Enter your mobile number, check the consent box, and save. To stop, uncheck the box and save, or reply STOP to any text from us. Text alerts are optional and separate from the texts your workspace sends to leads and clients.

How do I leave a workspace?

Open Settings → Members in that workspace and use the "Leave workspace" action on your own row. Owners can't leave their own workspace — transfer ownership first.

I forgot my password.

Sign out, then click Forgot password on the login page. You'll get a reset link that's good for one hour. Using it signs you out of every other device.

Profile fields

Name and email show up wherever your identity appears: assigned-to pickers, member rosters, audit trail entries, the "by Sarah" line on workflow logs. Both can be edited any time. Email changes go through verification before they take effect.

Password

Changing your password requires your current password. A successful change signs you out of every other session, so you'll need to re-authenticate on any other browsers or devices. Passwords must be at least 10 characters and include at least one letter and one non-letter.

Two-factor authentication

Strongly recommended for any account with access to client data. Once enabled, sign-in asks for a 6-digit code from your authenticator app after your password. You'll also get 10 recovery codes for emergency access if you lose your phone — each works exactly once. Regenerate them any time from the Authentication card.

Text alerts

InforceDesk can text you about your own account: login codes, security alerts, billing and trial notices, and alerts when a new lead comes in. It's off unless you turn it on. Enter a US mobile number, check the box to agree to the texts, and save. You can also opt in when you sign up.

To stop, uncheck the box and save, or reply STOP to any text. Reply START to turn them back on. How often we text depends on your account activity, and your carrier's message and data rates may apply. These alerts are only for you. They have nothing to do with the texts your workspace sends to leads and clients. See the SMS terms for details.

Workspace ownership

For each workspace you own, there's a "Transfer ownership" form. Picking a member promotes them to owner and demotes you to admin in one transaction. The new owner can demote you further or remove you entirely from that point on.

Workspace restore (after delete)

If you soft-deleted a workspace you own, it shows here as restorable for 30 days. Past that window the data is permanently gone — the cascade removes leads, clients, documents, everything tied to the workspace.