Account and workspace settings

Security

Protect your Dalil account by configuring login methods and connected services. Two-factor authentication (2FA) is not yet available but is planned in future updates.

Protect access to your workspace

Dalil uses secure login methods and account linking to keep your access safe and flexible. You can connect your account using your email, Google, or Microsoft credentials, and manage your password securely.

Security options available:

  • Email login - Used to receive a one-time magic link

  • Password reset - Trigger a secure reset link to change your password

  • WhatsApp integration - Link your number to log interactions and enable direct replies

  • 2FA (Two-factor authentication) - Not available yet, but on Dalil’s roadmap


Why it’s important:
  • Logging in with your email or company credentials keeps your access centralized

  • WhatsApp linking makes it easier to maintain visibility on mobile communications

  • Regular password maintenance protects your CRM data


Tips:
  • Store your magic link immediately - it expires in 24 hours

  • Change your password regularly and avoid reusing old credentials

Link WhatsApp to reply to clients directly and log chats in your record timelines.