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Accounts & authentication

How to sign up, log in, secure your account and manage access.

Sign up is done by choosing a plan (Basic / Pro / Max) - there is no “direct” sign up without a plan. The process:

  1. Plan selection.
  2. Phone number verification (by SMS or WhatsApp) before the trial starts.
  3. Email address verification in parallel.
  4. Start of the 14-day trial, with no payment information; the payment method is only requested upon conversion.

As long as the phone number is not verified, only access to the dashboard is blocked: you can continue browsing the public site and your account page. You are only redirected to the verification step when you try to open the dashboard.

[!NOTE] A customer who has already had an active subscription (account already paying) does not need to verify their phone number to access the dashboard: this step only applies to new accounts, never to existing customers.

As long as the address is not verified, a reminder remains displayed in the sidebar of the dashboard, with a button to resend the verification link. The reminder disappears on its own once the address is confirmed.

By clicking on the link you receive, you return to the application with a confirmation message - whether you are already logged in or not. An already-used link simply displays “address already verified”.

Two methods:

  • Email + password.
  • Google (only social provider offered). Google must have verified the associated email address; otherwise login is denied.

If two-factor authentication is enabled on your account, Google login also requires your code (authentication app or backup code) before opening the session - like password login.

Reset is done by email, self-service, from the login screen.

2FA adds a one-time code to login, in addition to the password. It is managed self-service from the Security page of your account.

  • Activation (authentication app): scan the QR code with Google Authenticator, Authy or equivalent (or enter the key manually), then confirm with the 6-digit code from the app. This is the only activation step - no SMS code is requested at this time.
  • SMS (login backup): when logging in, you can receive a code by SMS on the verified phone number of your account, as an alternative to the app code. SMS is therefore only used at login, not at activation.
  • Recovery codes: upon activation, one-time backup codes are provided. Keep them in a safe place: they allow you to log in if you lose access to your app and phone.
  • Administrator accounts: 2FA is mandatory and cannot be disabled.

Note: A customer who has lost access to their 2FA (app and SMS) can be supported by support.

In the dashboard, the bottom of the sidebar permanently displays three shortcuts: Account, Preferences and Log out. Logout is also available in the account menu (avatar in the top right), which groups all account pages (security, billing, etc.).

After refresh, the selected activity and session are preserved.

In Account > Preferences, the Alerts by channel card lets you choose, for each alert type, the channels that transmit it to you: email and push notification (with your browser’s permission) are available; SMS and WhatsApp already appear but will be activated when they are deployed. Adjustable alerts: new feedback, low rating (2 or below), video testimonial received, broken or disabled platform link, unanswered Google review, disabled webhook, custom domain certificate. Billing and security emails, as well as invitations sent to your customers, are not affected.

Two settings combine: the channels chosen here, and, for feedback, the “email with each feedback” option of each location. Enabling a channel records the date of your consent.

Q. Do I need to enter my card to start the trial? A. No. The 14-day trial requires no payment information.

Q. Can I log in with Google? A. Yes. It is the only social provider offered.

Q. How do I enable two-factor authentication? A. From the Security page of your account, with an authentication app (6-digit code); no SMS is requested at activation. At login, an SMS code can serve as backup. Remember to keep your recovery codes.

Q. I lost my phone and my recovery codes, I can no longer log in. A. Support can reset your 2FA after verification; you reconfigure it at your next login.

Q. Why can’t I disable 2FA? A. If your account is administrator, 2FA is mandatory and cannot be disabled.