CallGrid Password-less Authentication Guide

CallGrid does not use passwords. You sign in to app.callgrid.com with your Google account or with a one-time link sent to your email, so there is nothing to forget, reset or reuse.

Choose Sign in with Google on the sign-in page and pick the Google account that matches the email address invited to CallGrid. Your Google account's own protections, including two-factor authentication, cover your CallGrid sign-in.

The separate Sign in with Google button on Integrations > Platforms connects Google Ads for conversion uploads. It is not the app login.

Email magic link#

Go to app.callgrid.com.
Enter your email address and request a sign-in link.
Open the email and click the link.

Notes:

Use the most recent link if several were requested.

Two-factor authentication and passkeys#

There is no native CallGrid 2FA setting and no passkey login today.
Security therefore rests on the account you sign in with. Turn on 2FA with Google, or with your email provider if you use the magic link.

Signing out#

Sign out from the avatar menu in the app (Sign out). Always sign out on shared or public computers; closing the browser tab is not a reliable sign-out.

The profile area has Account and Notifications tabs. Organization pages (Settings, Member Alerts, API Keys, Users, Billing) are reached from the organization switcher, not the profile menu. See Account Overview & Settings.

Team access#

Every person needs their own invite and email address. Do not share logins.
Admins invite users from Organization > Users > Invite User with role Admin or Member.
Vendor and buyer report users are invited from Vendors or Buyers (Manage Access) and sign in the same way.
Remove access for departing staff from Organization > Users.

Connecting Claude through the MCP server#

The Claude account's email does not need to match the email that has CallGrid access. Any Claude account works as long as the user signs in with their CallGrid email when connecting the MCP connector.
An Admin can block all MCP access for the organization with Organization > Settings > Enable MCP Access.
The MCP server is read-only.

Troubleshooting#

Problem	What to try
No email arrives	Check spam; confirm the exact invited address; request a new link and use only the newest
Link says expired or invalid	Request a new link and open it promptly
Google sign-in opens the wrong account	Pick the Google account whose email was invited to CallGrid, or sign in with the magic link sent to that address
Link opens but lands in the wrong organization	Use the organization switcher to select the right organization, and confirm the org name before making changes
User was never invited	An Admin invites them from Organization > Users, or from Vendors or Buyers for report access
Corporate email filtering strips links	Ask IT to allow CallGrid email, or copy and paste the full link
Completely locked out	Contact CallGrid support from the account email; an Admin on the account can re-invite the user

Security tips#

Bookmark app.callgrid.com and check the URL before signing in.
Protect the Google account or email account you sign in with using 2FA.
Never forward sign-in links.
Sign out on shared devices.
Review Organization > Users regularly and remove people who left.

Do it with AI#

Ask Griddy, Claude or ChatGPT. Try: "What do I do if my CallGrid sign-in email never arrives?" Claude and ChatGPT need the CallGrid connector turned on (setup guides for Claude and ChatGPT).

The connector is read only. It looks things up and reads your data. You make the changes in CallGrid.

Login methods#

Google sign-in (recommended)#