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.
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