1.1 Account Login

Account Login

Step-by-Step Instructions

1. As a new user, you will receive an email with your account details. From the email, you can obtain the essential login credentials, including Login URL, Company Name, Login Username, Login Email, and Login Password.

Open

2. Open the browser and input the Login URL CloudCX installation domain to enter the login page.

Open

3. Input the below essential login credentials, and click on “Sign in” to enter the system.

• Company: Company Name is a unique identification ID for your organization. For more details about your company, you can find about Company General Information9.2.1 Company General Information.

• Account: Account Name is a unique identification ID for you. Once an Account Name is created, it can not be modified.

• Password: Password is used to verify identity and protect account security. The administrator sets the initial password. If you forget the password, you can reset your password by the administrator or yourself, you can find more details about Agents Management9.1.1 Agents Management | View&Edit&Delete Agent & Forgot Password1.1.4 Forgot password.

The user with Agent role will enter the Agent Panel.

Login Using Two-Factor Authentication (2FA)

When you enable the 2FA setup of your account in the Profile > Security Settings > Two-Factor Authentication, you can log in to the system using 2FA. You can find more details from Two-Factor Authentication 6.2.2 Two-Factor Authentication.

Step-by-Step Instructions

1. Input the essential login credentials in the login page, and click on “Sign in”. The system will send you the six-digit verification code to your email automatically.

2. Input the six-digit verification code sent to your email and click on “Verify” to verify.

Once verifying your account successful, you will be logged in the system.

Source of the Verification Code

Email

If you enable the 2FA of your account with email, you can obtain the verification code in the below sources:

• Email: The system will send you the six-digit verification code to your email automatically for every time login.

• 10 Backup Codes: 10 Backup Codes will be generated and saved when you enable the 2FA of your account with email. You can find more details about Two-Factor Authentication 6.2.2 Two-Factor Authentication.

• Backup Code: If you can not get the verification code from the above sources. You can contact the administrator to get the backup code for your account. You can find more details about Two-Factor Authentication 9.1.1 Agents Management | Backup Code.

Authenticator App

If you enable the 2FA of your account with Authenticator App, you can obtain the verification code in the below sources:

• Authenticator App: You can get the dynamic six-digit verification code from the Authenticator App when you log in.

• 10 Backup Codes: 10 Backup Codes will be generated and saved when you enable the 2FA of your account with Authenticator App. You can find more details about Two-Factor Authentication 6.2.2 Two-Factor Authentication.

• Backup Code: If you can not get the verification code from the above sources. You can contact the administrator to get the backup code for your account. You can find more details about Two-Factor Authentication 9.1.1 Agents Management | Backup Code.

Actions

Resend

After you input the essential login credentials and click on “Sign in” in the login page. The system will send you the six-digit verification code to your email and time automatically. If you haven’t received the six-digit verification code within 60s, after 60s, you can click “Resend” to resend the six-digit verification code to your email again.

Don’t ask again for 14/30/60/90 days

When you set allow agents to skip Two-Factor Authentication for 14/30/60/90 days in Global Settings > Security > 2FA Policy. You can find more details from 9.3.2 2FA Policy.

You can select to enable the “Don’t ask again for 14/30/60/90 days”, the system will disable the 2FA of your account for next 14/30/60/90 days.

Verify

After you input the six-digit verification code, click on “Verify”. The system will verify your account, once the system verifying your account successful, you will be logged in the system.

Cancel

After you input the six-digit verification code, click on “Cancel”. The verify page will be closed automatically, and you will be back to the login page.

2FA Warning Messages

Login Attempt Failed

The system supports five login attempts to input the authentication code you receive from the Email or Authenticator app. However, if you fail to log in on the third and fourth attempt, the Input Authentication Code page displays a warning message: You have 2(1) login attempt(s) before your account is locked. 

Account Lock 

If you fail to input the correct code on 5 attempts, your account gets a lock. You need to contact the administrator to unlock your account.

SSO

Step-by-Step Instructions

1. Click on Sign in with Google or Sign in with Office 365 to enter the Google or Office 365 login page.

2. Choose a Google or Office 365 account to log in.

3. For users logging in using SSO for the first time, you need to fill in the essential login credentials of a system account and click Bind to bind your Google or Office 365 account.

4. After binding your Google or Office 365 account, you will enter the system operation page and the connected account will be displayed in the Profile > Security Settings.

Actions

Language

The system default language is set when the company is created, and it works for all users of the company. You can click on ““ to change the system language for yourself.

Forgot Password

If you forget the password, you can click on “Forgot Password” to reset your password, you can find more details about Forgot Password1.1.4 Forgot password.

Sign in with Google

If the login page displays the Google icon, that means you can log in to the system with your Google account by clicking on “Sign in with Google”, you can find more details about SSO 6.2.1 Single Sign-On(SSO).

Sign in with Office 365

If the login page displays the Office 365 icon, that means you can log in to the system with your Office 365 account by clicking on “Sign in with Office 365”, you can find more details about SSO 6.2.1 Single Sign-On(SSO).

Terms of Service

You can click on “Terms of Service” to view and check the website’s Terms of Service.

Privacy Policy

You can click on “Privacy Policy” to view and check the website’s Privacy Policy.