Sign in and sign out
About this guide
Last reviewed October 6, 2026 by AgencyMesh Product Support · Checked against release 2026.10
Open Sign in. Need a new company? Follow Onboarding.
Sign in
Section titled “Sign in”- Enter Username and Password. Use the username your administrator gave you, or your email if you created the company.
- Complete the security check if shown, then click Sign in.
For an Agent account, you can instead use Sign in with Google or Sign in with Microsoft, when shown. Choose the email saved on your AgencyMesh account. These buttons open an existing account; they do not create one.
Which account do I have?
Section titled “Which account do I have?”| Item | Guidance |
|---|---|
| Agent — one person | One active session. Signing in elsewhere ends the older session. Dashboard shares follow-up work among active agents and uses your assigned phone. |
| Office — shared account | Several sessions can stay open. Sign in with a username and password. Dashboard shows the office queue; choose a phone before calling. |
Account type and role are separate. An Agent account still needs the right roles and office assignments. Signup gives the first user an Agent account and Administrator role. Dashboard sharing explains queue differences.
Appearance follows an Agent account across devices; Office accounts save it per browser. For Classic Workflow signoff, Agent accounts use the saved display name; Office accounts enter Full name.
Using a shared Office account? Set Agent name for scripts in User menu to put your name in call and SMS scripts. User preferences explains this name and status feedback.
Sign out
Section titled “Sign out”In the top bar, open User menu (person icon) > Sign out. Closing the tab does not sign you out. Operations or Administrator can end a specific session in Administration > Sessions with Log Out.
Cannot sign in?
Section titled “Cannot sign in?”- Buttons unavailable: finish the security check. Reload if it failed or expired.
- Google or Microsoft opens the wrong account: use a private browser window and choose the email saved in AgencyMesh.
- Returned to sign-in: an Agent account may have signed in elsewhere. For an unexpected session, password, account, or IP error, give your administrator the exact message. They can check Email, Account Type, active status, Restrict sign-in by IP address, and Sessions.