Login & Account
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Login & Account
The Customer Portal is accessed through a web browser. Most users arrive here for the first time by clicking the magic link in the welcome email their administrator sent them — no password required.
When your administrator provisions your extension, you receive a welcome email that contains:
You do not receive a password in the welcome email. If your magic link has expired, click Sign in with email on the login screen to have a fresh one sent to you, or ask your administrator to re-send the welcome email.
The portal supports three sign-in methods. Pick whichever is easiest for the way you work:
If you haven’t set a password yet, use Sign in with email to get a fresh magic link delivered to your email. This is the fastest path if you’ve lost your password too.
You can enroll up to 10 passkeys across different devices and password managers. A passkey in a cloud-synced manager (iCloud, Google, 1Password) works on every device signed into that account — recommended so a lost or replaced device doesn’t lock you out. Revoke a passkey any time from the same Security page.
Dev vs. production: passkeys are tied to the specific portal hostname they were enrolled on. A passkey enrolled on a staging/dev portal will not work on production and vice versa; enroll separately on each environment you use.
The portal can be installed as a Chrome desktop app on Windows and macOS. The installed app window cannot read the operating system’s passkey store directly (Windows Hello, iCloud Keychain, etc.) — this is a Chrome platform limitation that Cloudspire does not control. A passkey you enrolled in the regular Chrome browser will not appear when you click Sign in with a passkey inside the installed app.
If you want to use a passkey from inside the installed app, you have two options:
If you prefer to sign in with the local Windows Hello / Touch ID passkey, sign in from a regular Chrome browser tab rather than the installed app.
Your session remains active for 4 hours with a sliding window — each interaction resets the timer. After 4 hours of inactivity, you will be returned to the login screen and need to sign in again.
For security, the portal limits login attempts. After 5 failed attempts (password or passkey combined), you must wait 15 minutes before trying again. Magic-link sign-ins bypass this counter.
If you lose all devices that hold a passkey, sign in with your password or request a magic link — both remain available. Revoke the lost device’s passkey from Profile → Security on the new device. If you’ve also forgotten your password, ask your administrator to reset it.
Some users prefer the classic username/password sign-in. Once you’re logged in via a magic link, set a password at any time:
Once a password is set, the same password works across both the voice portal and the CRM portal (for users with access to both).
The simplest recovery path is Sign in with email on the login screen — enter your email address, and we’ll email you a fresh magic link. Signing in that way logs you in without a password; you can then set a new password under Settings if you want one.
If you do not have an email address configured on your extension, contact your system administrator.
Passwords must be at least 8 characters long. For best security, use a mix of uppercase letters, lowercase letters, numbers, and special characters.
To change your password after logging in:
You will remain logged in after changing your password.
To sign out, click the sign-out icon in the top-right corner of the navigation bar. On mobile, open the menu and tap Sign Out.
Once you're signed in, this short tour walks through the main dashboard — navigation tabs, the softphone, quick actions, recent calls, and the team sidebar — so you know where everything lives.
The portal supports dark, light, and system (auto-detect) themes. Click the half-circle icon in the navigation bar to cycle through theme options. Your preference is saved in your browser and persists across sessions.