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Signing in and out

Short answer: Choose Sign in to your workspace on the front door, enter your email, and type the code we email you. Sign Out (bottom of the left menu) saves anything pending and clears your data from that browser — important on a shared computer. Your settings and edits come back on any device when you sign in…

Choose Sign in to your workspace on the front door, enter your email, and type the code we email you. Sign Out (bottom of the left menu) saves anything pending and clears your data from that browser — important on a shared computer. Your settings and edits come back on any device when you sign in again.

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Applies to: firm teams and investors · Section: Basics · Updated 2026-10-14