Logging In For Clients

In this article, we’ll cover what Clients can expect when logging into Recollective for the first time and as they continue to use the platform.

The Client Login Experience

Provided that a custom sending address has not been configured, Clients will receive an email invite from no-reply@recollective.email (formerly no-reply@recollective.com as of March 6th, 2024).

To access the platform, Clients will need to click the Login button labeled ‘Accept Invitation’ on this email invite.

The First Login

Clicking the Login button will lead each Client to the Account Registration page. At this point, Clients will be asked to complete several fields:

  • First name
  • Last name
  • Email address
  • Username
  • Profile photo (optional)
  • Password
  • * Any Agreements enabled  
* Note: Agreements will display to all users by default, but can be customized to exclude Clients if required

Subsequent Logins

Clients can login with their email address or username and password at any point via the login page.

If automatic login links are enabled within the site settings, Clients can access the site by clicking the links on any email notifications sent to their inbox via the platform. These links will automatically bring Clients to the login page where they will be prompted to send a verification code to their email address. Once received and the code is entered on Recollective’s login page, Clients will be granted access to the site.

If Clients would rather login using their email address or username and password, they can simply click the Login button and enter their credentials when prompted.

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