BeforeMay docs
Account & practice

Sign in and protect your account

Email codes, magic links, connected identity providers and the second-factor step.

Source reviewed Product documentation

Open the product you intend to use and choose Sign in. Use the email address on your team invitation so the product can resolve your practice membership.

Enter your email address and follow the sign-in screen. For the code route, enter the six-digit code from the email; you can paste the whole code into the boxes. If you requested a magic link, open it in the browser you intend to use.

  1. Enter Work email, then choose Send magic link.
  2. Check that Enter your code shows the address you intended. The email offers a link as well as the six-digit code.
  3. Open that link, or enter the code on the original screen. Six complete digits are submitted automatically; the sign-in button also remains available.
  4. Finish the second-factor screen when asked, then confirm your practice.
The shared Sign sign-in screen with a fictional work email, before any email or provider request.
The actual shared sign-in component, shown in Sign with a fictional work email. 1: Confirm the address. 2: Request the email. This capture did not send a code or sign in.

Resend has a 60-second cooldown. Check spam and the address you entered before requesting another message. Use the latest message rather than trying every older code.

Google, Microsoft and SSO

Use a provider offered on the screen. A provider sign-in still needs to resolve the invited account and its practice membership. For SSO, the domain of your work email identifies the configured identity provider. If the domain is not set up, use another offered sign-in method or contact your practice's administrator.

Microsoft sign-in and Outlook connection are separate. Signing in with Microsoft does not by itself let BeforeMay read or send your mailbox. Follow the Outlook setup tutorial for that connection.

Second factor

Practice-member setup requires a passkey or authenticator app. If you have not added one, follow the setup screen before entering the workspace. Eligible existing members can see a temporary grace-period banner; use Set it up now and complete setup before the deadline shown.

For a passkey, choose Add a passkey, complete your device's prompt, then Confirm with your passkey. For an authenticator, choose Use an authenticator app, scan the QR code and verify a code from that app. Displaying the QR code or closing the device prompt does not finish setup.

On later sign-ins, use the code from your authenticator app, or Use your passkey when you have registered one and the browser supports it. A passkey prompt you close has not completed the check; open it again when ready.

The shared second-factor screen with authenticator and passkey choices; no factor is verified.
The shared second-factor screen with both an authenticator and a registered passkey available. The choices depend on your account and browser; this example did not verify either factor.

Authenticator codes here come from your authenticator app, rather than the email used in the previous step. After successful verification, the product continues to your workspace or any setup it still needs.

The practice screen locks after 30 minutes of inactivity. Unlock it with an offered second factor, or sign out. Repeated incorrect authenticator codes can temporarily block code verification; follow the error's retry time rather than continuing to guess.

Do not share login codes, passkey access or a signed-in browser with colleagues. Invite each colleague as their own member instead.

If you cannot get in

  • No email: confirm the address, check spam and wait for the resend timer.
  • Wrong practice: confirm which address and provider you signed in with.
  • Passkey unavailable: try a supported browser or an enrolled authenticator.
  • Lost all second factors: ask an authorised practice Owner or Admin, or contact support, for a recovery reset. After a reset, sign in and set up a new factor; the old devices no longer provide access. Creating a second practice will not recover access to the first.

For the technical session boundary, read access controls.

Check that sign-in is finished

What you seeMeaningNext action
Enter your codeThe email was requested; account verification is still pendingUse the latest code or link
Secure your sign-inA second factor still needs to be set upAdd and confirm a passkey, or verify an authenticator code
Two-factor authenticationThe account still needs its enrolled second factorVerify using an offered method
Setup deadline bannerAn eligible account is temporarily inside its setup grace periodSet up a factor before the displayed deadline
LockedThe workspace is locked after inactivityUnlock using an offered method or sign out
Join your practice or practice selectionAuthentication succeeded; confirm the membership/workspaceJoin or select the intended practice
Setup wizardThe product has setup or policy steps to finishFollow practice setup
Product workspaceYou can work in the selected practiceConfirm its name and your role before opening client data

Next: confirm the practice and finish setup.

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