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First Login is the initial access process to the Evo CRM platform. This guide will walk you through the steps necessary to make your first login and set up your initial account.

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Receiving Your Credentials

Before making your first login, you need to receive your access credentials:
  1. Credentials sent by email: A system administrator created your account and you received an email with your access credentials.
  2. Credentials provided directly: An administrator provided your credentials personally or through a secure channel.
Credentials typically include:
  • Email: Your email address registered in the system.
  • Temporary password: An initial password that you will need to change on first access.
Keep your credentials secure and never share your password with others. If you suspect your account has been compromised, contact the system administrator immediately.

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Accessing the Platform

To make your first login:
  1. Open your preferred web browser (Chrome, Firefox, Safari, Edge).
  2. Navigate to the Evo CRM platform URL provided by the administrator.
  3. You will be directed to the login page.

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Login Page

The login page features a modern interface with a dark theme and the following elements: Language selector on the login page

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Page Header

  • evoai logo: Displayed in the upper left corner of the page, showing the platform logo with characteristic green graphic elements.
  • Language Selector: Located in the upper right corner, allows switching between available languages:
    • Portuguese (BR)
    • English
    • Español
    • Français
    • Italiano
At the top of the central login panel, you will find two tabs:
  • Sign In: Active tab for logging in (default).
  • Recover: Tab for password recovery.

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Login Panel

The central login panel contains the following elements:

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Title and Instructions

  • Title: “Sign in to your account”
  • Instructions: “Enter your credentials to access the system”

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Input Fields

  • Email Field:
    • Label: “Email”
    • Enter the email address associated with your account
    • The field accepts valid email addresses
  • Password Field:
    • Label: “Password”
    • Enter your password (initially the temporary password provided)
    • Characters are masked for security

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Security Notice

Below the input fields, there is a notice stating:
  • “This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.”
  • The “Privacy Policy” and “Terms of Service” links are clickable.

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Buttons and Actions

  • “Sign In” Button:
    • Main button with vibrant green/teal background and white text.
    • Click this button to log in after filling in your credentials.
  • “Forgot my password” Link:
    • Link located below the “Sign In” button.
    • Click here if you forgot your password and want to recover it.
    • Alternatively, you can use the “Recover” tab at the top of the panel.
Filling email and password on the login page

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Error Messages

If credentials are incorrect, an error message will be displayed:
  • Error icon: A circle with an exclamation point in red.
  • Text: “Error” followed by “Login error”.
  • The message appears in a box with a red border below the instructions.
Login error message At the bottom of the page, outside the login panel, there is a legal notice:
  • “By continuing, you agree to our Terms of Service and Privacy Policy.”
  • The “Terms of Service” and “Privacy Policy” links are clickable.

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Logging In

To log in to the platform:
  1. Select language (optional): If desired, click the language selector in the upper right corner and choose your preferred language
  2. Enter your email: In the “Email” field, enter the email address associated with your account
    • Make sure to enter the complete and correct email.
    • Check that there are no extra spaces before or after the email.
  3. Enter your password: In the “Password” field, enter your temporary password or current password
    • Characters will be masked for security.
    • Make sure the Caps Lock key is not activated.
  4. Verify the data: Confirm that the email and password are correct before proceeding.
  5. Click “Sign In”: Click the green “Sign In” button to access the platform.
  6. Wait for authentication: The system will validate your credentials and you will be redirected.
Filling email and password on the login page

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Password Recovery

If you forgot your password, you can recover it in two ways:

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Method 1: Using the “Recover” Tab

  1. Click the “Recover” tab: At the top of the login panel, click the “Recover” tab
  2. View the recovery screen: The screen will display:
    • Title: “Recover password”
    • Instructions: “Enter your email to receive recovery instructions”
  3. Enter your email: In the “Email” field, enter the email address associated with your account
  4. Click “Send instructions”: Click the “Send instructions” button to receive recovery instructions by email
  5. Check your email: Access your inbox and follow the instructions received
Password recovery screen
  1. Click “Forgot my password”: In the “Sign In” tab, click the “Forgot my password” link below the “Sign In” button
  2. Follow the steps above: The process is the same as described in Method 1
Password recovery instructions will be sent to the email registered in your account. Make sure you have access to this email before requesting recovery.

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First Access - Password Change

The first time you log in with a temporary password, the system may request that you change your password:

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Password Change Process

  1. Automatic request: After successful login, a password change screen may appear automatically
  2. Fill in the fields:
    • Current Password: Enter the temporary password provided.
    • New Password: Create a strong password following the system requirements.
    • Confirm New Password: Enter the new password again for confirmation.
  3. Password requirements: Make sure your new password meets the minimum requirements:
    • Minimum of 8 characters (or according to organization policy)
    • At least one uppercase letter.
    • At least one lowercase letter.
    • At least one number.
    • At least one special character (if required).
  4. Save the change: Click the “Update Password” or “Save” button to confirm the change
Choose a strong and unique password. Avoid using passwords you already use on other services. Consider using a password manager to keep your credentials secure.

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Common Login Problems

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Invalid Credentials

If you receive an “Login error” message indicating that credentials are incorrect:
  1. Check the email: Confirm that you are using the correct email (check for typos)
  2. Check the password: Make sure the password is correct and there are no extra spaces
  3. Check Caps Lock: Confirm that the Caps Lock key is not activated
  4. Check email format: Make sure the email is complete and in the correct format
  5. Try again: After checking, try logging in again

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Locked Account

If your account is locked after multiple login attempts:
  1. Wait a few minutes: The system may temporarily lock after multiple failed attempts
  2. Use password recovery: Click the “Recover” tab or the “Forgot my password” link to reset your password
  3. Contact the administrator: If the problem persists, contact the system administrator

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Email Not Found

If you receive a message indicating that the email was not found:
  1. Check the email: Confirm that you are using the correct email that was registered
  2. Check for typos: Make sure there are no typos in the email
  3. Contact the administrator: If you are sure the email is correct, contact the administrator to verify that your account was created correctly

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reCAPTCHA Issues

If you encounter problems related to reCAPTCHA:
  1. Check your connection: Make sure your internet connection is stable
  2. Try refreshing the page: Reload the page and try again
  3. Disable ad blockers: Some blockers may interfere with reCAPTCHA
  4. Try another browser: If the problem persists, try using another browser

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After Successful Login

After successfully logging in, you will be redirected to:
  1. Main dashboard: The initial platform screen with an overview of your activities
  2. Onboarding screen: If this is your first access, you may be directed to an onboarding process that will guide you through the main features
  3. Last visited page: The system may redirect you to the last page you were viewing before logging out

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Next Steps

After successfully making your first login:

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Security and Best Practices

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Keeping Your Account Secure

  • Use strong passwords: Create unique and complex passwords that meet system requirements
  • Don’t share credentials: Never share your email and password with others
  • Use two-factor authentication: If available, enable two-factor authentication for greater security
  • Log out: Always log out when you finish using the platform, especially on shared computers
  • Keep your browser updated: Use updated versions of your browser for greater security
  • Verify reCAPTCHA: The system uses reCAPTCHA to protect against unauthorized access

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On Shared Devices

  • Always log out: Make sure to log out when you finish your session
  • Clear cache: Consider clearing browser cache and cookies after using the platform on shared devices
  • Don’t save credentials: Avoid saving your credentials in the browser on shared devices

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Support

If you encounter problems during the login process:
  1. Check this guide: Review the common problems sections above
  2. Use password recovery: If you forgot your password, use the “Recover” tab or the “Forgot my password” link available on the login page
  3. Contact the administrator: If the problem persists, contact the system administrator or technical support
  4. Check the documentation: Consult other guides available in the platform documentation