My Roof CRM

Log in, stay signed in, and reset a forgotten password

Everything about getting back into the app: the login page, how long a session lasts, resetting a password, and what the "workspace access removed" message means.

Beginner 5 minOwner / manager, Office & admin staff, Sales rep / estimator, Field crew· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

Rough runtime

2:51

Scenes

6

Lesson

1.3 · Getting started

File name

01-03 log-in-and-reset-password.mp4

Before you record

  • A test account whose password you can reset, with the inbox open.
  • Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.

Shot list

#TimeSceneScreenOn screenNarration
00:0020sIntro: Log in, stay signed in, and reset a forgotten password/loginTitle card, then the first screen of the lesson.A short one: logging in, staying logged in, and resetting a forgotten password.
10:2034sLog in/loginOpen /login. Enter your Email Address and Password and click "Login". If you were sent here from a deeper link, you return to that page after logging in; otherwise you land on the board.This is the login page. Email, password, Login. If you followed a link to a specific job, you will land back on that job after signing in.
20:5434sRequest a reset link/forgot-passwordClick "Forgot password?" under the password field. On the "Reset your password" card, enter your Email Address and click "Send reset link".Forgot the password? Click Forgot password, type the email, and send the link. The page tells you to check your inbox.
31:2834sChoose a new password/reset-passwordOpen the email and click the link within one hour. On "Choose a new password", type a New Password and the same value in Confirm Password (at least 6 characters), then click "Update password".The link is good for one hour. Pick a new password, confirm it, update, and you are back to login.
42:0234sKnow the removed-access message/loginIf you log in and see "Your workspace access has been removed. Please contact your organization owner.", your owner removed you from the team. Nothing is wrong with your password.One message to recognise: if you see "Your workspace access has been removed", the owner removed you from the team. Ask them for a new invite.
52:3615sRecap & next lesson/loginHold on the finished result, then the end card.That is all there is to getting back in. Next up, a tour of the app.

Narration, in order

  1. 0. Intro: Log in, stay signed in, and reset a forgotten password

    0:00 · 20s

    Title card, then the first screen of the lesson.

    A short one: logging in, staying logged in, and resetting a forgotten password.

  2. 1. Log in

    0:20 · 34s

    Open /login. Enter your Email Address and Password and click "Login". If you were sent here from a deeper link, you return to that page after logging in; otherwise you land on the board.

    This is the login page. Email, password, Login. If you followed a link to a specific job, you will land back on that job after signing in.

    Show before cutting: The heading reads "Keep jobs moving without switching systems." A wrong password shows "Invalid email or password".

  3. 2. Request a reset link

    0:54 · 34s

    Click "Forgot password?" under the password field. On the "Reset your password" card, enter your Email Address and click "Send reset link".

    Forgot the password? Click Forgot password, type the email, and send the link. The page tells you to check your inbox.

    Show before cutting: The card changes to "Check your inbox" with the buttons "Return to login" and "Try another email".

  4. 3. Choose a new password

    1:28 · 34s

    Open the email and click the link within one hour. On "Choose a new password", type a New Password and the same value in Confirm Password (at least 6 characters), then click "Update password".

    The link is good for one hour. Pick a new password, confirm it, update, and you are back to login.

    Show before cutting: The page shows "Password updated" with a "Go to login" button. An old link shows "Reset link unavailable" and a "Request a new link" button.

  5. 4. Know the removed-access message

    2:02 · 34s

    If you log in and see "Your workspace access has been removed. Please contact your organization owner.", your owner removed you from the team. Nothing is wrong with your password.

    One message to recognise: if you see "Your workspace access has been removed", the owner removed you from the team. Ask them for a new invite.

    Show before cutting: The message appears on the login page instead of the board.

  6. 5. Recap & next lesson

    2:36 · 15s

    Hold on the finished result, then the end card.

    That is all there is to getting back in. Next up, a tour of the app.

Finished this lesson?