Sign-in issues (401s)

Two different doors

1. 1

   Advisors sign in at /login with email and password.

2. 2

   Clients and agents enter through the workspace door with just their email: the address the advisor invited. No password exists for them.

3. 3

   A preview link that reaches a client routes them to their own workspace sign-in, never the advisor page.

When a session expires

Sessions live in secure cookies and refresh automatically in the background. When a session is truly gone, the next request returns you to the right door: advisors to the sign-in form, clients to the workspace entry.

1. 4

   Advisor: sign in again at /login and retry what you were doing.

2. 5

   Client: open the invite link again, or enter the invited email at the workspace door.

3. 6

   If sign-in loops or an account seems wrong, use the Help button in the top bar to reach us.

   Signing in as one advisor and previewing another advisor's client produces the "not in your book" error, not a sign-in failure.