Knowledge

1. Accessing the Login Page

To log in to your account, follow these steps:

1. Navigate to the Projeni Login Page:
   Go to app.projeni.com. Click on "Subdomain" and fill in your company name as subdomain (eg. Lanceconstruction). Click “Continue”

• Note: Do not include “https://” in the subdomain field.

• Examples of valid subdomains: 

• companyname.projeni.com

• exampleagency.projeni.com
  
  

2. Click on "Continue" to proceed to your company-specific login page.
   
   
   
   
   

2. Logging in with Email and Password

1. On your company login page, enter your registered Email Address.

2. Input your account Password.

3. Select the checkbox for "Stay logged in" (optional) if you want your session to remain active across visits.

4. Click on "Log In" to access your dashboard.
   
   
   
   

• Error Handling: 

• If incorrect credentials are entered, an error message will appear. Verify your email and password and try again.

• Use the “Forgot your password?” link if necessary (explained below).

3. Forgot Password: Recover Access to Your Account

If you’ve forgotten your password, follow these steps:

1. On the login page, click on the "Forgot your password?" link.
   
   
   
   
   

2. Enter the Email Address associated with your account.

3. Click on "Send Reset Link".
   
   
   
   

4. Check your email inbox for the password reset link. Follow the instructions in the email to create a new password.

• Tips for Password Reset: 

• Ensure you check your spam or junk folder if the email does not appear in your inbox.

• Reset links expire after a certain period; reset promptly.

4. Sign Up for a New Account

If you are new to Projeni, create an account by following these steps:

1. On the login page, click "Click to Sign Up" to access the registration form.
   
   
   
   

2. Provide the following information: 

• Company Name (e.g., Lance Construction).

• Desired Subdomain (e.g., lanceconstruction.projeni.com).

• Your Name (e.g., John Doe).

• A valid Email Address (e.g., johndoe@example.com).

• A strong Password (minimum 8 characters).

3. Accept the Terms and Conditions by checking the box.

4. Click "Sign Up" to complete the registration process.
   
   
   
   

• Important Notes for Registration: 

• Choose a unique subdomain to represent your company. Ensure it contains only valid characters to avoid errors.

• You will receive a confirmation email upon successful registration.

5. Dashboard: Landing Page After Login

Once you successfully log in, you will be redirected to the Dashboard.

The Dashboard serves as the central hub for your account, where you can manage tasks, projects, and view key information.

Key Sections of the Dashboard:

1. Welcome Panel: Displays your name, role, and employee ID.

2. Tasks: Overview of your pending and overdue tasks.

3. Projects: Quick view of in-progress and overdue projects.

4. Follow Ups: Summary of pending and upcoming follow-ups.

5. Deals: Information about total and converted deals.

6. Shift Schedule: Displays your weekly shift schedule, with options to view or cancel shifts.

7. Clock-In Button: Enables you to log your attendance with a single click.

Use the navigation panel on the left to explore additional modules, such as Leads, HR, Finance, and more.

Best Practices and Troubleshooting

1. Always double-check your subdomain and login credentials before attempting to log in.

2. For security reasons, do not share your password with others.

3. Contact your company administrator if you encounter issues accessing your account or if your subdomain is incorrect.

Thank you for using Projeni!
For further assistance, visit our Support Center or contact us at support@projeni.com.