Sign in to AgencyMesh
About this guide
Last reviewed October 2, 2026 by AgencyMesh Product Support · Checked against release 2026.10
Open Sign in with your existing AgencyMesh account. To start a new company, choose Sign up and follow self-serve setup.
Office or Agent account?
Section titled “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.
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 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 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, 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. |
Sign in
Section titled “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.
- Enter Username and Password, complete the security check if shown, and click Sign in.
- 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.
Switch devices or end a session
Section titled “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 > Log Out for a specific session.
Fix sign-in problems
Section titled “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. |