Sign in on the web and use the Help page

Where: web · Who can use it: Everyone with an IBIOS account can sign in. The Help page is open to every signed-in user and has no role check of its own.

Screens may differ slightly from what you see.

What it is for

The sign-in page is how you get into IBIOS on a computer.

This article covers the web only. For the phone app, see Sign in and use your home screen on the phone.

Who can use it

Sign in: anyone whose account a manager or director has set up. The page has no "create an account" button.
Help: every signed-in user. The page has no role check of its own.
Some roles see a shorter menu. The warehouse manager and installation manager lists both include Help.

How to use it

Go to the IBIOS sign-in page. It shows the heading Sign in to your account.
Enter your Email address.
Enter your Password.
If a security check box appears under the password, complete it. It only appears when the platform has one switched on.
Click Sign In.

When it works, you go straight to the Dashboard. If you are already signed in and open the sign-in page, it sends you to the Dashboard.

The page shows the reason in a red box above the form.

Incorrect email or password: check both and try again.
Account is disabled: ask a manager or director.
Too many login attempts. Please wait and try again.: wait a while before trying again.
Security verification failed. Please try again.: the security check did not pass. Try again.

After a failed attempt the security check resets, so you complete it again.

The sign-in page has no "forgotten password" link. If you do not have your login details, ask a manager or director.

Sign out

Look at the bottom of the left-hand menu. It shows your name and your role.
Click Sign Out.

If you have timesheet changes that have not synced yet, a warning appears first. The menu button shows how many are unsynced.

Use the Help page

Click Help / Guide in the Admin group of the menu.
The first section, 1. Getting Started — Logging In, is open. The others are closed.
Click a section heading to open or close it.
Click Expand All or Collapse All to open or close every section.
To find a section, type in Search guide sections.... The search matches section titles only, not the text inside a section.

Getting Started — Logging In
Sales Pipeline Dashboard
Customers
Jobs & Installers
Quotes & Pipeline
Products
Suppliers
Tile Calculators
My Tasks
Automated Workflows
Notifications
User Management (Admin)
Audit Trail (Admin)
Company Settings (Admin)
Quick Quote (AI Photo Upload)
Mobile App Installation & Setup
Windows Firewall Setup
Remote Access (Customer Visits)
Troubleshooting
Support & Contact
Workforce — Timesheets, Leave & Expenses

Ask IBIOS

The left-hand menu also has an Ask IBIOS button just above your name. It opens the assistant. See Ask IBIOS.

Tips

Use Expand All, then your browser's find (Ctrl+F) to search the text inside the sections. The page search does not look inside them.

Things to know

The Help page is a fixed text written into IBIOS. It may not match the current screens.
It does not mention the warehouse manager or installation manager roles.
Section 16 on the Help page shows a Download APK button when a phone app file is available. The Android install steps there use the file from that button.
Your sign-in lasts for a limited time. After that you are sent back to the sign-in page.

Common questions

What if I forget my IBIOS password?

The sign-in page has no forgotten password link. If you do not have your login details, ask a manager or director. They set up accounts, and the page has no create an account button.

What does Account is disabled mean at sign-in?

It means your account has been switched off. The article says to ask a manager or director. Other messages cover an incorrect email or password, too many attempts, and a failed security check.