Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
- Welcome to Workbooks Support: Your Go-To Guide
- Getting Started
- Preferences
- Activities
- Cases
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
- Using the Case Portal
- Email
- Importing Data
- Leads
- Marketing
- Introduction to Marketing
- Mailshots
- Templates
- Event Management
- Compliance Records
- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- Introduction to GatorMail
- GatorMail Configuration
- Sending Emails in GatorMail
- Advanced Features
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
- GatorPopup
- Integrations
- SFTP/FTP Processes
- Docusign Integration
- DocuSign Functionality
- Adobe Sign Integration
- Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Integrations
- Microsoft Office
- Auditing
- Comments
- People & Organisations
- Introduction to People & Organisations
- Using Postcode Lookup
- Data Enrichment
- Reporting
- Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Sagelink
- Configuration
- Releases & Roadmap
Logging In
You can log in to Workbooks using supported browsers and with an email address and password. You can also link your Workbooks account to your Microsoft or Google credentials
NOTE: Your login session expires after 8 hours of inactivity.
Tip
Logging out of Workbooks may not log you out of Microsoft or Google. If you’re using a public computer be sure to log out of Microsoft or Google as well to ensure that other users cannot access your documents.
Browsers
Workbooks is available on recent versions of market-leading web browsers. If the browser you are using is not supported, you will get a message telling you so when you log in, with a list of the available browsers and the versions that are supported.
Credentials
As long as you have a user account and access to the Internet you can login to Workbooks. There are a couple of options for logging in – you can login using your email address and a password or using your Microsoft or Google credentials.
Logging in using your email address and Workbooks password
Navigate to either:
https://secure.workbooks.com, or go to the homepage of our website and click on Customer Login.
Both options will open a login screen as shown below:
Enter your email address and password and click Login, which will open the Workbooks User Interface.
You can change your password at any time (within Start > Preferences). Remember though that it must conform to the password policy applied by your System Administrator (which controls how many characters are required, whether they’re upper or lower case and so on). Also, you cannot reuse a previous password.
For information about setting up authentication using Microsoft or Google, visit the following pages:
Microsoft: Microsoft Azure Active Directory (including SSO) | Workbooks CRM Support
Google: Google Authentication | Workbooks CRM Support