First Login

This guide walks you through signing in to your account for the first time, resetting your password if needed, and setting up two-factor authentication (2FA) to keep your account secure.

Signing In

When you visit the application, you are presented with a sign-in screen.

Returning Users

If you have signed in before on the same device, the login screen greets you by name (for example, "Welcome back, Shane!") and shows your profile photo. Your email address is pre-filled, so you only need to enter your password and click Sign in.

If you are not the person shown, click Sign in as someone else at the bottom of the login card to clear the saved credentials and enter a different email address.

First-Time Users

If no previous login is saved, you see a generic "Sign into your account" heading. Enter your email address and password, then click Sign in.

Keep Me Signed In

The Keep me signed in checkbox is enabled by default. When checked, the application remembers your session so you do not need to sign in every time you open your browser. Uncheck it if you are on a shared or public computer.

Sign In with Google

Below the main sign-in button, you can click Sign in with Google to authenticate using your Google account. This redirects you to Google's sign-in page, and once approved, you are brought back into the application automatically.

Sign In with Microsoft

If Microsoft sign-in is enabled for your server, a Sign in with Microsoft button appears below the Google one. Click it to authenticate with your Microsoft 365 (work/school) or personal Microsoft account: you are redirected to Microsoft's account picker, and once approved, you are brought back into the application automatically. Your Microsoft account email must match the email address on your user account.

Activating a New Account

If an administrator has created an account for you, you receive an activation email. Click the link in that email to reach the activation screen, which displays "Create your password."

  1. Enter your full name.
  2. Choose a password.
  3. Confirm the password by typing it a second time.
  4. Click Create my password.

If the two passwords do not match, the page reloads with an error message asking you to try again. Once your password is created, you can sign in normally.

Resetting Your Password

If you have forgotten your password, follow these steps:

  1. On the sign-in screen, click Lost your password? in the bottom-left corner.
  2. The "Reset your password" screen appears. Enter the email address associated with your account.
  3. Click Reset my password.
  4. If an account exists with that email, you receive an email containing a secure reset link.

Setting a New Password

When you click the link in the reset email, you are taken to the "Set a New Password" screen.

  1. Enter your new password in the first field.
  2. Confirm the new password in the second field.
  3. Click Set New Password.

If the passwords do not match, an error message appears and you can try again. Once the reset is successful, you see a confirmation message and can sign in with your new password.

Two-Factor Authentication (2FA)

After entering a valid email and password, the application may require a second verification step. The 2FA screen displays the message "We need to verify your identity" and presents several verification methods.

Choosing a Verification Method

You are shown tiles for each available verification method. The methods available to you depend on your account configuration:

  • Use Email -- A 6-digit code is sent to your email address. This method is always available.
  • Receive an SMS -- A 6-digit code is sent to your phone via text message. This appears only if you have a phone number on file. The last two digits of your number are shown for confirmation.
  • Receive a Call -- You receive a phone call with a verification code spoken aloud. Available when you have a phone number on file.
  • Authenticator App -- Enter the 6-digit code displayed in your authenticator app (such as Google Authenticator, Authy, or Microsoft Authenticator). This appears only if you have previously set up an authenticator app in your security settings.
  • Use Passkey -- Authenticate using a passkey stored on your device (such as a fingerprint reader, Face ID, or a hardware security key). This appears only if you have previously registered a passkey.

Verifying Your Code

  1. Click the tile for your preferred method. For email, SMS, and phone call, the code is sent automatically when you select the tile.
  2. Enter the 6-digit code in the input field.
  3. Click Verify & Sign In.

If the code is incorrect or has expired, an error message appears and you can request a new code by selecting the method tile again.

Account Lockout

If you enter an incorrect code too many times, your account is temporarily locked for 15 minutes. You see the message "Account Locked. Too many failed attempts. Please request a new code via email or wait 15 minutes." Wait for the lockout period to end, or request a new code via email to continue.

Note: There is a separate lockout for failed login attempts (before 2FA). If you enter the wrong password too many times, your account is locked for 10 minutes.

Returning to Login

If you need to go back and use different credentials, click Back to Login at the bottom of the 2FA screen.

SSO Login

If your organization has configured SAML Single Sign-On (SSO), you can use the Sign in with SSO button on the login page:

  1. Click Sign in with SSO.
  2. Enter your work email address.
  3. The system detects your organization's SSO configuration and redirects you to your identity provider (e.g. Okta, Azure AD, Google Workspace).
  4. Authenticate with your identity provider as usual.
  5. You are redirected back and signed in automatically (2FA is bypassed since your identity provider handles authentication).

If your email is associated with multiple SSO-enabled workspaces, you will see a workspace selector before being redirected to the identity provider.

Workspace Selection

If your email address is associated with multiple workspaces (organizations), you are prompted to choose which workspace to sign into after authentication.

  1. A list of available workspaces is displayed as selectable tiles, each showing the workspace name and ID.
  2. Click the workspace you want to access.
  3. Click Continue.

Mobile Device Detection

If you visit the application from a mobile phone, you are shown a suggestion to use the dedicated mobile site for a better experience. You have two options:

  • Click Go to mobile site to be redirected to the mobile-optimized version.
  • Click Continue to desktop site to proceed with the standard interface.

The mobile prompt also includes a link to download the iOS app from the App Store.

Signing Up for a New Account

If your organization offers self-service registration, you can click to create a new account:

  1. Enter your company name.
  2. Enter your full name.
  3. Enter your email address.
  4. Choose a password and confirm it.
  5. Click Create your account.

After successful registration, you receive a confirmation email. Click the link in that email to activate your account and start your free trial.

Getting Help

If you are having trouble signing in, look for the Need help signing in? link on the login screen. This takes you to the support documentation with additional troubleshooting steps.

The full documentation is available inside Radio Workflow — sign in to browse everything. Need more help? Contact support.