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You get into Leaf360 through its sign in page. Enter your email and password and Leaf360 takes you to whichever workspace you were last using. Read this page when you can’t get in, when you’re setting up a brand new account from an invitation, or when you land on a screen telling you that you have no seat or no workspace.

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Signing in

1

Go to the sign in page

Go to the sign in page. The box under the Leaf360 logo reads Sign in to your Leaf360 workspace. The heading above it changes from visit to visit, so don’t use it to check you’re on the right page.
2

Enter your email and password

Fill in Email and Password. Check Remember me if you want Leaf360 to fill in your email address automatically next time on this browser. It remembers the address only, never the password.
3

Select Sign in

Click Sign in. If your account has two factor authentication turned on, a verification step appears next. If your email address has never been verified, Leaf360 asks you to verify it before it will let you in.
4

Check where you landed

Leaf360 sends you to the starting screen for your current workspace: Wholesale CRM opens the dashboard, Recruiting opens the onboarding area, and Leaf360 Mortgage CRM opens Ask LIA.
The sign in page also has a Create an account link under New to Leaf360?. If your company already uses Leaf360, you don’t need it. You join through an invitation from your administrator instead.

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Resetting a forgotten password

1

Select Forgot password?

Click Forgot password?, next to the Password label on the sign in page.
2

Enter your email address and select Send Reset Link

Leaf360 confirms with Check your email. That message appears whether or not an account actually exists for that address — Leaf360 does this for privacy — so it’s not proof you typed the right one.
3

Open the link within an hour

The reset link expires one hour after it’s sent. If nothing arrives, check your spam folder, or click Try a different email to send it to another address.
4

Set the new password

The reset page checks that the link is valid, then asks for New Password and Confirm Password. The requirements are listed on screen and you need to meet all of them: at least 8 characters, one uppercase letter, one lowercase letter, one number and one special character.
5

Select Reset Password

Click Reset Password. On success you’ll see Password Updated and Leaf360 sends you back to the sign in page.
If the page says Invalid Reset Link, the link has expired or has already been used. Click Request a New Link and start again. Don’t ask a colleague to forward you their link.

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Accepting an invitation

Your administrator invites you by email. When you open the link, Leaf360 checks the invitation before showing you anything.
1

Check the invitation details

The page shows the company you’re joining, who invited you, the role you’re being given and the email address the invitation was sent to. If the role looks wrong, stop and ask the person who invited you rather than accepting.
2

Set your password

Fill in Set Your Password and Confirm Password. The password must be at least 8 characters and the two fields must match.
3

Select Accept Invitation

Click Accept Invitation. Leaf360 sets up your access and sends you to the sign in page. Sign in with the email address on the invitation and the password you just chose.
If the page says Invalid Invitation, the link was mistyped, has expired or has already been used. Ask your administrator to send a fresh invitation.

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No Active Subscription Seat

This screen shows up when your company’s subscription doesn’t currently include a seat for you, or when every seat it does include has already been given to someone else. It’s a billing issue, not a broken password. Your credentials worked fine. You have three ways to fix this, and which ones you see depends on how your company is set up:
The usual fix. The page carries the line Prefer your organization to cover your seat? with a prompt to ask your admin, or to email Info@leaf360.io. Once they add the seat, click Refresh Access and you should be let through.
Some companies allow this. When yours does, a Continue with a free account box appears, naming your company and noting that the free account has usage limits and can be upgraded later. Click Continue with Free Account.
When free accounts aren’t allowed, the page offers self pay plans instead, currently Core and Pro, with a Monthly and Annual switch. Pick one and continue to checkout. Prices are shown on the page itself, so check them there rather than relying on a figure quoted anywhere else.
Refresh Access rechecks your billing status without a full sign out, and is the first thing to try after somebody tells you a seat has been assigned. Sign Out returns you to the sign in page.

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No Workspaces Available

This screen shows up when your account isn’t attached to any workspace you’re allowed to open. The message tells you that you don’t have access to any workspaces yet, and to contact your administrator.
1

Ask your administrator to assign you a workspace

Only they can do it. The page also offers Info@leaf360.io under Need Help?.
2

Select Refresh Access once they confirm

Click Refresh Access once they confirm it’s done. This reloads your access. If it still fails, sign out and back in so your session picks up the change.
You can also land here by trying to open a workspace you don’t have access to. Leaf360 first tries to redirect you to a workspace you do have, and only shows this screen when there is none.

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Common problems

The message is shown in full above the Email field. Retype the password rather than pasting it, and confirm you’re using the email address your invitation was sent to. Repeated failures are a password problem, not a seat problem, so use Forgot password?.
Your address hasn’t been verified yet. Complete the verification step shown on the sign in page. If the message never arrives, check your spam folder, then ask your administrator.
Leaf360 opens whichever workspace you were last in. Use the workspace switcher at the top of the sidebar to move, and your choice becomes the one you land in next time. See Switching workspaces.
Check spam first. If it still doesn’t arrive, the address may not have an account attached to it, because the confirmation screen appears either way. Ask your administrator which address your account uses.