Getting started
Sign in to the staff admin area
A clear Pixie CRM walkthrough for sign in to the staff admin area, with the screen path, field checks and post-save verification.
Where to go/admin/authentication
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for sign in to the staff admin area, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open /admin/authentication for your Pixie CRM workspace.
- Enter your work email and password for your own authorised staff account.
- Complete the two-factor challenge when it is enabled for your account.
- Submit the sign-in form and wait for Pixie CRM to open the authorised admin area.
- Confirm the expected workspace, visible menus and staff identity before starting work.
Fields and controls to review
Work email
Password
Two-factor code when enabled
Workspace/account context
Checks before you finish
- Confirm the intended Pixie CRM workspace.
- Check profile, timezone and notification preferences.
- Make sure your role exposes the areas you need.
- Complete a low-risk test action and verify activity history.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.