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Customer success / Customer success / Playbooks / Customer onboarding guide

Setting up phone-code sign-in

By Clara Rossi · created 27 May 2026, 08:10 UTC · last updated 11 Sep 2026, 12:20 UTC · version 5

phone-codesonboardingsms

For depot workers who have no company email. They sign in with their mobile number and a code we send by SMS. Live since 26 May. Product page: Phone-code sign-in.

Set up

  1. Turn phone codes on for the organisation: portal, Settings › Sign-in › Phone codes.
  2. Give each worker a mobile number in international format (+44 7700 900123, not 07700 900123). The portal refuses anything else.
  3. Set the worker's sign-in to Phone code, in the portal or with the sign_in column of the people import.
  4. Tell workers: open the sign-in page, choose "Sign in with a code", type their number, type the code from the SMS.

What workers see

Things that go wrong

SymptomUsuallyDo
No SMS arrivesNumber saved without the country codeFix the number
No SMS for anyoneTextbridge troubleCheck the status page; support raises it with engineering (runbook)
Two workers, one phoneOne number belongs to one personThe second worker needs their own number or a password
Worker moves to single sign-onThey now have a company accountChange their sign-in; phone codes are untouched by a depot's single sign-on switch

Where it is used

Greenhollow Dairy (pilot in May), Northgate's site workers (June), Kelderby's agency drivers (October).