Signing in and choosing a workspace
Open CRM from the Launch Pad, pick a workspace if you have several, and switch later.
You open CRM from the Launch Pad in the Juvaro portal. CRM signs you in with your Juvaro account; you see "Signing you in…" for a moment.
Choose a workspace
If you belong to more than one workspace and none is remembered yet, CRM asks Choose a workspace. Pick the one to work in. The server remembers your choice, so next time you go straight in.
Where to
Choose a workspace
You have access to more than one. Pick the workspace to work in - you can switch any time from the profile menu.
YCYour Company A/SCurrent
YSYour Company Sverige AB
- The workspace you are in is marked Current.
- If your account is in no workspace, CRM says No workspace: "Your account is not a member of any workspace yet. Ask an administrator to add you."
Switch workspace later
- Click your name at the top right to open the profile menu.
- Click Switch workspace. The item only shows when you have more than one workspace.
- Pick the workspace. CRM shows "Switching…" and reloads.
Sign out
Open the profile menu and click Sign out.
If a page shows a load error
Being signed in is not the same as having a CRM role. If you have no CRM role, every page loads but shows its own error, and the Dashboard says No CRM role. Ask an administrator for the CRM User or CRM Administrator role; see Giving people access.