Sign in to the staff admin area | Pixie CRM Help Centre
Canonical: https://pixiecrm.com/help-centre/sign-in-to-the-staff-admin-area
Publisher: Pixie Technologies LLC

How-to guide
Sign in to the staff admin area

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Access the secure staff workspace and understand login, password and two-factor prompts.

Audience: Staff; Feature: Staff; Permission-aware; 

Where to go/admin/authentication

Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.

What this guide helps you do

Access the secure staff workspace and understand login, password and two-factor prompts. Pixie CRM keeps the result connected to the relevant customer (https://pixiecrm.com/help-centre/topic/customer), staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal (https://pixiecrm.com/help-centre/topic/client-portal) visibility and future automation.

Follow these steps

- Start from /admin/authentication and open the relevant record or view.

- Verify that the record is in the correct status and that you have permission to perform the action.

- Check the related customer (https://pixiecrm.com/help-centre/topic/customer), dates, amounts, recipients and attachments before continuing.

- Select the action described by “Sign in to the staff admin area” and complete the displayed options.

- Preview client (https://pixiecrm.com/help-centre/topic/customer)-facing content or the resulting document where Pixie CRM provides a preview.

- Verify the action and wait for the success message before leaving the page.

- Check (https://pixiecrm.com/help-centre/topic/check) the activity timeline, status, email (https://pixiecrm.com/help-centre/topic/email) queue, gateway or generated record to verify the outcome.

Settings to check

Name and email (https://pixiecrm.com/help-centre/topic/email)Check this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

RoleCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

DepartmentsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

PermissionsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

LanguageCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Active and authentication settingsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Checks before you finish

- Apply least-privilege access.

- Use a unique email (https://pixiecrm.com/help-centre/topic/email) account.

- Reassign work before deactivation.

- Check (https://pixiecrm.com/help-centre/topic/check) whether the result should be visible to a customer contact (https://pixiecrm.com/help-centre/topic/customer) or only to staff.

- Confirm the final status, activity entry, generated document or notification (https://pixiecrm.com/help-centre/topic/notification) before leaving the record.

Permission and data safetyDeletion, refunds, signature clearing, module changes, payment (https://pixiecrm.com/help-centre/topic/payment) configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval (https://pixiecrm.com/help-centre/topic/approval) process.

Browse connected topics:payment (https://pixiecrm.com/help-centre/topic/payment)check (https://pixiecrm.com/help-centre/topic/check)approval (https://pixiecrm.com/help-centre/topic/approval)client portal (https://pixiecrm.com/help-centre/topic/client-portal)notifications (https://pixiecrm.com/help-centre/topic/notification)email (https://pixiecrm.com/help-centre/topic/email)customers (https://pixiecrm.com/help-centre/topic/customer)

Related guides

Set your profile, language and password (https://pixiecrm.com/help-centre/set-your-profile-language-and-password)Configure staff two-factor authentication (https://pixiecrm.com/help-centre/configure-staff-two-factor-authentication)Configure password, session and two-factor security (https://pixiecrm.com/help-centre/configure-password-session-and-two-factor-security)Understand roles, permissions and visible menus (https://pixiecrm.com/help-centre/understand-roles-permissions-and-visible-menus)Pixie CRM workspace overview (https://pixiecrm.com/help-centre/britixo-crm-workspace-overview)