Sign in and manage your session

Product Zbix CRM · Version 1.2.0 · Source reviewed · Reviewed 28 October 2026
Audience CRM users and sales teams · Deployment All supported models

Overview

Sign in uses your CRM email address and password. If authenticator protection is enabled, a second verification step follows the password check. A Microsoft 365 mailbox connection is separate from CRM sign-in.

Purpose

Access the correct workspace and protect your session on shared devices.

Prerequisites

• An active user account.

• A current password and, when enabled, your authenticator or unused recovery code.

Procedure

1. Open the CRM address supplied by your administrator and check that it is the expected site.

2. Enter your email address and password. Use the password visibility control only where nobody can observe the screen.

3. Choose Remember me only on a trusted personal device, then submit the sign-in form.

4. Complete the authenticator challenge when requested. If your organization requires enrollment, complete Security Settings before normal work.

5. At the end of work, select Sign out. If you changed your password, sign in again because existing sessions are revoked.

Expected result

The application opens your permitted workspace, or presents the next required authentication step.

Important notes

• Idle and absolute session expiry still apply to persistent sessions.

• A password change requires 12 to 1024 characters in this release. Use a unique password.

• If password recovery is offered, use it only with your own account. Message submission does not prove that a recovery email reached your inbox.

Troubleshooting

• Invalid email or password: confirm the email, keyboard layout and active account status; do not repeatedly submit guesses.

• A session expires while editing: sign in, reopen the record and compare its current values before reapplying unsaved edits.

• Authenticator failure: use a fresh code and check device time; use an unused recovery code or the administrator recovery process if necessary.

Related articles

• Set up authenticator protection

• Use the Settings hub and preferences

• Your first day with Zbix CRM