Flows
Sign in with Microsoft
Sign in with Microsoft 365 and MFA, and the first sign-in: from the Account created letter to Home, then signing out. Sign-in is one button; the password and the second step happen at Microsoft (D-014).
- Actor
- Dana Whitfield (Partnerships PM), signing in for the first time; Priya Nair (Back Office) in the no-access path, before Tom Ashworth (Admin) has created Priya’s account
- Starts at
- The Account created letter in Dana’s Outlook, then the sign-in screen
- Ends at
- Dana’s Home, signed in; then the signed-out screen after signing out
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1 Account created
Valere CRMNotificationAccount createdYour account is ready
Tom Ashworth, your Admin, has set you up as Partnerships.
Staff userDana WhitfieldPartnerships- Sign-in
- Microsoft 365 · MFA
- Created by
- Tom Ashworth (Admin)
- Work account
- dana.whitfield@valere.example
Sign in with your Valere Microsoft 365 account, with multi-factor sign-in (MFA). There is no separate password to remember.
Sign in with MicrosoftAsk Tom Ashworth for helpYou received this because Tom Ashworth created an account for this address. Valere CRM has no public sign-up.
Notification settingsOpen Valere CRM
Valere CRM · from the Valere notification mailbox, only to Valere staff
Tom Ashworth added Dana by work email with the role Partnerships on Fri 6 Nov 2026, and Valere CRM sent the Account created letter from the shared notification mailbox. It holds no password and no code; Dana opens it in Outlook and clicks Sign in with Microsoft 1.
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2 Open the sign-in screen
Valere CRMSign in
Use your Valere Microsoft 365 account. Your password and the second step are asked by Microsoft.
No account yet? Accounts are created by your administrator, Tom Ashworth. There is no public sign-up.
Dana lands on the product’s address and sees the Journey layout: the deal’s route across the fields on the left, the Valere mark, one line of copy and one control on the right. There is no email field, no password, no sign-up and no “forgot password”.
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3 Choose Microsoft
Valere CRMSign in
Use your Valere Microsoft 365 account. Your password and the second step are asked by Microsoft.
No account yet? Accounts are created by your administrator, Tom Ashworth. There is no public sign-up.
Dana clicks Sign in with Microsoft 1; the button turns busy, “Opening Microsoft…”, and the browser goes to Microsoft.
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4 Sign in and pass MFA at Microsoft
Microsoft 365 sign-in and MFA, run by Microsoft
- 1Pick the accountdana.whitfield@valere.example
- 2Enter the passwordAsked and checked by Microsoft
- 3Approve the multi-factor promptRun by Microsoft
Valere CRM never sees or stores the password.
Outside the product: Dana picks the account 1, enters the password 2 and approves the multi-factor prompt 3. Microsoft runs all of it; the frame stands for Microsoft’s own pages.
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5 Identity matched
Signing you in…Microsoft sends Dana back. Valere CRM matches Dana’s Microsoft identity to the staff user Tom Ashworth created and lets Dana in with that user’s role, while a short loader beside the brand panel shows “Signing you in…”.
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6 First sign-in: the mailbox-capture policy
Valere CRMWelcome, Dana
Before you start: what Valere CRM captures from your mailbox.
- Deal emails and meetings with known Contacts and domains are logged against the right Site and Contact, from your own mailbox. [?Q-026]
- Personal email is never captured.
- You can mark any thread private: nothing is logged or proposed from it.
- During the parallel run, capture is opt-in for each mailbox.
Q-026: Capture scope to be confirmed with Valere
Your mailboxdana.whitfield@valere.exampleCapture my mailboxOff unless you turn it onOnYour choice is kept, and you can change it under My account.
On the first sign-in only, Dana reads what is captured from dana.whitfield@valere.example, turns on Capture my mailbox 1 (off by default) and clicks Continue 2; the product keeps the choice. The capture scope waits on Q-026.
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7 Home page
Updated 12m agoJMCHRCGood morning, Dana
Monday 9 November · Your first day in Valere CRM: things appear here as you are given Sites and actions
My actions0none openMy Sites0none yetLive offers0on no SitesPending proposals0none waitingMy actions
Primary firstNo actions for you yet
Actions you own or are given in the Morning Meeting appear here, Primary first.
My Sites
No Sites yet
The Sites you own or work on appear here.
Pending proposals
Nothing changes until you approveNothing to review
Updates proposed from your emails and meetings wait here for your approval.
Coverage alerts
No coverage alerts
A Site short of buyers to pitch shows here.
Dana arrives at Home: Dana’s name and role in the shell, only the menu items the role may open, and the cards for Dana’s actions (Primary first), Sites, live offers, coverage alerts and Pending proposals, all at zero for a new user.
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8 My account
Updated 12m agoJMCHRCMy account
NameShown on your actions, notes and the letters you send.
Microsoft identity
dana.whitfield@valere.exampleYour work email in Microsoft 365. You sign in with it; there is no password in Valere CRM.
RolePartnershipsSet by Tom Ashworth (Admin)Only an admin can change it.
Last sign-inMon 9 Nov 2026, 08:12Microsoft 365 · MFADana opens the menu under the avatar 1 and chooses My account 2: the name (editable), the work email as the Microsoft identity, the role as the admin set it (read-only) and the last sign-in, Mon 9 Nov 2026, 08:12. There is no Change password.
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9 Sign out
Valere CRMYou have signed out
Sign in again with your Valere Microsoft 365 account to come back.
From the same avatar menu (step 8) Dana clicks Sign out and sees the signed-out screen in the Journey layout: “You have signed out” and the Sign in with Microsoft button to come back.
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10 Alternative: no access yet
Valere CRMYou don’t have access yet
Your Microsoft account is not set up in Valere CRM yet. Ask Tom Ashworth to create your account.
Back to sign-inShown as it was before Tom created Priya’s account (Priya Nair, Back Office).
Alternative: Priya Nair signs in at Microsoft before Tom Ashworth has created a staff user for Priya, and the product refuses with the no access yet screen. There is no sign-up form; Priya goes Back to sign-in 1.
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11 Alternative: MFA not completed
Valere CRMSign in
Use your Valere Microsoft 365 account. Your password and the second step are asked by Microsoft.
No account yet? Accounts are created by your administrator, Tom Ashworth. There is no public sign-up.
Alternative: Dana’s multi-factor prompt is refused or times out at Microsoft, and Dana is back on the sign-in screen. The only way in is Sign in with Microsoft 1 again: no password field, no second credential path.
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12 Alternative: deactivated user
Valere CRMYou don’t have access
Your account in Valere CRM is no longer active. Ask Tom Ashworth if you need access again.
Back to sign-inAlternative: a user Tom Ashworth has deactivated tries to sign in and gets the same no access screen, worded for an account that is no longer active, with Back to sign-in 1. The user’s history stays on the records.
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13 Alternative: capture left off
Valere CRMWelcome, Dana
Before you start: what Valere CRM captures from your mailbox.
- Deal emails and meetings with known Contacts and domains are logged against the right Site and Contact, from your own mailbox. [?Q-026]
- Personal email is never captured.
- You can mark any thread private: nothing is logged or proposed from it.
- During the parallel run, capture is opt-in for each mailbox.
Q-026: Capture scope to be confirmed with Valere
Your mailboxdana.whitfield@valere.exampleCapture my mailboxOff unless you turn it onOffYour choice is kept, and you can change it under My account.
Alternative: at step 6 Dana leaves Capture my mailbox off and clicks Continue 1. Dana reaches the Home page as in step 7; the mailbox is not captured, and the product keeps the choice.
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14 Alternative: Microsoft 365 connection off
Updated 12m agoJMCHRCMicrosoft 365 connection offEmail capture and sending are off until the admin restores the Microsoft 365 connection.Good morning, Dana
Monday 9 November · Your first day in Valere CRM: things appear here as you are given Sites and actions
My actions0none openMy Sites0none yetLive offers0on no SitesPending proposals0none waitingMy actions
Primary firstNo actions for you yet
Actions you own or are given in the Morning Meeting appear here, Primary first.
My Sites
No Sites yet
The Sites you own or work on appear here.
Pending proposals
Nothing changes until you approveNothing to review
Updates proposed from your emails and meetings wait here for your approval.
Coverage alerts
No coverage alerts
A Site short of buyers to pitch shows here.
Alternative: the admin has revoked the app connection. Sign-in still works, as it does not depend on it, and Home carries a notice that email capture and sending are off until the admin restores the connection.
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15 Alternative: session ended
Updated 12m agoJMCHRCGood morning, Dana
Monday 9 November · Your first day in Valere CRM: things appear here as you are given Sites and actions
My actions0none openMy Sites0none yetLive offers0on no SitesPending proposals0none waitingMy actions
Primary firstNo actions for you yet
Actions you own or are given in the Morning Meeting appear here, Primary first.
My Sites
No Sites yet
The Sites you own or work on appear here.
Pending proposals
Nothing changes until you approveNothing to review
Updates proposed from your emails and meetings wait here for your approval.
Coverage alerts
No coverage alerts
A Site short of buyers to pitch shows here.
Your session ended — sign in again with Microsoft 365
You were signed out after 60 minutes without activity, the time your admin sets. What you were typing is kept and comes back when you sign in.
Alternative: Dana is signed out after the idle timeout the admin sets (60 minutes). The Access state says “Your session ended — sign in again with Microsoft 365”; Dana clicks Sign in with Microsoft 1, and the text being typed is kept.
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16 Alternative: staging
Staging · Sends, signatures and paid lookups are off on stagingValere CRMStagingSign in
Use your Valere Microsoft 365 account. This is the staging copy of Valere CRM.
Updated 12m agoJMCHRCGood morning, Dana
Monday 9 November · Your first day in Valere CRM: things appear here as you are given Sites and actions
My actions0none openMy Sites0none yetLive offers0on no SitesPending proposals0none waitingMy actions
Primary firstNo actions for you yet
Actions you own or are given in the Morning Meeting appear here, Primary first.
My Sites
No Sites yet
The Sites you own or work on appear here.
Pending proposals
Nothing changes until you approveNothing to review
Updates proposed from your emails and meetings wait here for your approval.
Coverage alerts
No coverage alerts
A Site short of buyers to pitch shows here.
Alternative: Dana signs in on the staging environment with Sign in with Microsoft 1: the same sign-in and Home, with the staging marker on the sign-in card and across the top bar. Sends, signatures and paid lookups are off on staging.