Sign in to OutcomeTools, accept an email invitation if you're a new user, and understand how the app handles session timeout.
Signing in
- Go to your account's OutcomeTools URL in a browser.
- Enter your User ID (your email address) and password.
- Check Remember me if you'd like the browser to remember your User ID on this device.
- Click Log in.
Multiple accounts? If your User ID has access to more than one account, you'll see an account picker after you log in. Select the account you want to work in and you'll be taken into it.
Accepting an invitation
When an admin adds you as a new user, you'll receive an email with a link to set your password. The link expires after 7 days.
- Open the invitation email and click the link. The Reset Password page opens.
- Create a password that meets the requirements: at least 8 characters, with one uppercase letter, one lowercase letter, and one number. It cannot contain the word “password”.
- Confirm the password in the second field and click Reset Password. You're signed in automatically and taken into the account you were invited to.
Session timeout
For security, OutcomeTools signs you out after a period of inactivity — 10 minutes by default. An administrator can change this for the whole account to 5, 10, 15, or 30 minutes from the Account Details settings.
- When the timeout hits, a Session Timeout dialog appears asking if you want to continue. Click Yes to keep working.
- If you don't respond within a one-minute grace period, you're signed out and sent back to the login screen.
- Activity (clicks, keypresses, scrolling, mouse movement) resets the inactivity timer, so you shouldn't hit the timeout during normal work.
My Account
Click My Account in the side menu to open your personal preferences. Changes to timezone and notifications save automatically.
- Timezone — by default, dates and times are shown in the account's timezone. Pick a different timezone here to display them in your own.
- Notifications — choose how you receive notifications for client alerts and survey completions. Each event type can be routed to one or more methods (e.g. email). Use the + to add a method, click the × on a chip to remove one. At least one method must remain selected for each event type.
- Customize Cards — choose which cards appear on your Dashboard and the Client Summary page, and the order they appear in. The buttons here open a per-page card picker. (If your account administrator has locked the layout for a page, you'll see the locked layout instead.)
Signing out
Click Sign Out at the bottom of the side menu. Do this at the end of your session, especially on shared devices.
Forgot your password?
On the login screen, click the Forgot password link. Enter your User ID and you'll receive a reset email. If nothing arrives within a few minutes, check spam or contact your administrator — your User ID might not have an email on file.
Tips & troubleshooting
- Invitation link expired? Ask an administrator to resend it from the Users page.
- Locked out? Too many failed attempts trigger a 10-minute cool-off. Wait it out, or reset your password.
- Can't see the account you need? You may not have been connected to that account — contact an administrator.