Accounts and Login

Use the login page to sign in with the email address associated with your Clientana account. Workspace membership and billing access are tied to that email.

Password reset

If you cannot sign in, request a password reset from the login page. Use the newest reset email and open it in the same browser where you plan to sign in. If multiple reset emails were requested, older links may no longer work.

Session expired

If the dashboard asks you to sign in again, your session may have expired or the browser may have cleared cookies. Sign in again, then return to the original link. For private or locked-down browsers, allow first-party cookies for clientana.com.

Workspace not visible

If a workspace is missing, confirm the email address used at sign-in. A different email, alias, or SSO identity can create a separate account. Ask a workspace owner to verify that the exact email is invited.

When to contact support

Contact support if a reset link never arrives, an invited user cannot see a workspace after accepting the invite, or you suspect an unauthorized account change. Include the account email, workspace name, and approximate time of the issue.