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Keeping your account secure

Two-step sign-in, your signed-in sessions, and requiring it for your team.

By PrimemgrUpdated How we research and check this

Settings → Account → Two-step sign-in is where you turn it on with an authenticator app, and Where you are signed in lists every device you are signed in on. You can sign any of them out.

To require it for everyone, turn it on for your own account first, then go to Settings → Workspace → Two-step sign-in and choose Require two-step sign-in. The page lists who has not set it up yet. Anyone without it is sent to Settings → Account to set it up before they can reach anything else.

Changing your password or email signs your other sessions out.

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Leads and opportunities

Following up enquiries, turning them into customers, and tracking the work you are chasing and what it is worth.

Messages and the customer portal

Emailing customers from their record, keeping a history of calls and visits, and the portal your customers use.

Parts, stock and purchase orders

Tracking products in the workshop and the vans, using parts on jobs, and ordering from suppliers.

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