# Sign in to AgencyMesh

> Choose signup or sign-in, use the correct login method, and understand Office and Agent accounts.

Language: en-US. Product guide: https://agencymesh.app/help/accounts-and-sign-in/.

Last reviewed October 2, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Open [Sign in](https://app.agencymesh.app/login) with your existing AgencyMesh account. To start a new company, choose **Sign up** and follow [self-serve setup](/help/self-serve-onboarding/).

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## Office or Agent account?

Self-serve signup creates an **Agent** account with the **Administrator** role. Your signup email is also your Username. An existing company adds team members through [Administration > Users](https://app.agencymesh.app/administration?tab=users).

Account type is not a role: an Agent account does not automatically receive the Agent role. Both account types need office and role assignments. [Dashboard scope and Zone Shift](/help/dashboard/#dashboard-refresh-and-scope) determine which follow-up rows appear.

Classic Workflow final signoff uses an Agent account’s saved display name; an Office account enters **Full name**.

[Appearance](/help/appearance/) follows an Agent account across devices; an Office account saves its mode in the current browser.

| Item | Guidance |
| --- | --- |
| Office | A shared office account with more than one active session. Uses direct username/password sign-in. On [Dashboard](https://app.agencymesh.app/), select an office and then a phone when dialing; customer follow-up is the full eligible office queue. |
| Agent | An individual account with one active AgencyMesh session at a time. A new successful sign-in replaces the older session. Dashboard uses your assigned office phone and your share of eligible follow-up; individual phone and goal-office assignments require setup. |

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## Sign in

Provider sign-in matches an existing active Agent account by email; it does not create an account or company. Office accounts use direct sign-in.

If your administrator created the account, use its assigned Username; it may differ from your email. For a self-serve account, use the email entered at signup.

1. Enter **Username** and **Password**, complete the security check if shown, and click **Sign in**.
2. For an Agent account, use **Sign in with Google** or **Sign in with Microsoft** when shown. Choose the identity whose email matches the Email saved on your AgencyMesh account.

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## Switch devices or end a session

Open the navigation bar’s **User menu** (person icon) > **Sign out** before leaving a shared computer. Closing a tab alone does not sign out.

Signing into an Agent account on another device ends the earlier session on its next request. Office accounts can keep several sessions. Operations or Administrator can use [Administration > Sessions](https://app.agencymesh.app/administration?tab=sessions) > **Log Out** for a specific session.

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## Fix sign-in problems

| Item | Guidance |
| --- | --- |
| Returned to sign-in | For an Agent account, check whether you signed in elsewhere. Ask Operations or Administrator to review Sessions for an unexplained login. |
| Wrong Google/Microsoft identity | Use a private browser window and choose the email saved on your AgencyMesh account. Ask your administrator to review Users > Manage > Email and Account Type if it still does not match. |
| Sign in or provider buttons unavailable | Complete the security check. Reload and retry it if it failed or expired. |
| Password, account, or IP error | Give your administrator the exact error. They can check active status, sign-in method, and IP Restricted. Do not send the password or code. |

## Related guides

- [Create your company and first account](https://agencymesh.app/help/self-serve-onboarding.md)
- [Get and manage two-factor codes](https://agencymesh.app/help/security-and-two-factor.md)
- [Roles and permissions reference](https://agencymesh.app/help/roles-and-permissions.md)
- [Manage users and sign-in sessions](https://agencymesh.app/help/administration-users-and-sessions.md)
- [Troubleshooting AgencyMesh](https://agencymesh.app/help/troubleshooting.md)
- [Change light or dark mode](https://agencymesh.app/help/appearance.md)