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Getting StartedSigning In

Signing In

Accepting an invitation

If your program admin has already added you to CallGrid, you will receive an email invitation.

  1. Open the invitation email and click the link.
  2. Create a password for your account.
  3. You are in — the dashboard will load automatically.
If your invitation link has expired, ask your admin to resend it from the Team page.

Creating a new program

If you are the first person setting up CallGrid for your program:

  1. Go to the sign-up page.
  2. Enter your name, email, and a password.
  3. Create your program by providing the program name and details.

You will be assigned the Admin role and can start inviting your team right away.

New accounts are created with email and password. You can link a Google, Microsoft, or Apple account later from your profile for faster sign-in.

Sign-in methods

Once your account exists, CallGrid supports multiple ways to sign in:

  • Email and password — The default option available to everyone.
  • Google — Sign in with your Google account.
  • Microsoft — Sign in with your Microsoft account.
  • Apple — Sign in with your Apple ID.

Your admin determines which social sign-in providers are enabled for your program.

Linking a social account

To use Google, Microsoft, or Apple sign-in, you first need to link it to your account:

  1. Sign in with your email and password.
  2. Go to your Profile page (click your name in the top-right corner).
  3. Under Connected Accounts, click Link next to the provider you want to add.
  4. Complete the sign-in flow with that provider.

Once linked, you can use that provider to sign in directly from the sign-in page. You can link multiple providers and use any of them interchangeably.

Unlinking a social account

You can remove a linked provider from your profile at any time, as long as you still have at least one sign-in method remaining (email/password or another linked provider).

Already signed up before receiving an invite?

If you created a CallGrid account on your own before your admin sent you an invitation, that is not a problem. Your admin can still invite you using your email address, and your existing account will be linked to the program. You will receive an invitation email — accept it to join the program and access your schedule.

Forgot your password?

Click the Forgot password? link on the sign-in page. You will receive an email with a link to reset your password.

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OverviewNavigating the Dashboard