The Sign-up process for users has been simplified, and they can sign in using their HubSpot credentials.

Below you can find the steps to sign in to Workspace:

• Method 1- Automatic Sign-up Process

• Method 2- Manual Sign-up Process

Method 1:

The admin can use the 'Allow users to sign up automatically' feature to allow users to sign up for the Koncert Portal automatically. By default, this will be enabled in your Org.

Pre-requisites: Ensure you have your HubSpot credentials ready to login to Workspace.

1. Go to the link provided by your Admin to access the Koncert sign in page.

2. Click on the Sign In with HubSpot.

3. The HubSpot login page will be displayed. Click on Sign in to your HubSpot account and log in with your credentials.

4. After successful login, the following window will pop up asking you to connect Koncert with your HubSpot account for authentication. After selecting your account, click on the Choose Account button.

Upon clicking the Choose Account button, the following pop-up window will be displayed. Read the Terms and Conditions and agree to them by clicking the Checkbox, then click on the Connect App button to allow Koncert to access your HubSpot account.

5. Upon successful authorization, Koncert will start setting up your organization, and you will be directed to the Koncert portal.

Method 2:

The admin can manually invite the Users by disabling the 'Allow users to sign up automatically' feature.

Pre-requisites: Ensure you have your CRM credentials ready to log in to Workspace.

1. Go to your registered email and click on the Login to Koncert button in the invite email you received.

2. The Workspace login page will be opened and only display your HubSpot login option, as shown below.

3. Click on Sign In with HubSpot to log in with your HubSpot credentials.

4. The HubSpot login page will be displayed. Click on Sign in to your HubSpot account and log in with your credentials.

5. After successful login, the following window will pop up asking you to connect Koncert with your HubSpot account for authentication. After selecting your account, click on the Choose Account button.

Upon clicking the Choose Account button, the following pop-up window will be displayed. Read the Terms and Conditions and agree to them by clicking the Checkbox, then click on the Connect App button to allow Koncert to access your HubSpot account.

6. After successful authorization, you will be directed to the Workspace portal.

By default, the Product Tour will be enabled once you log into the Workspace portal. If needed, you can navigate and explore the product by simply following the prompts or can even skip the Product Tour navigation by clicking the Skip option.

Refer to the article My Profile to proceed further.

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.

NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.