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1.3. Login

Using the Rubi CRM Plugin

1. Login

To use the Rubi CRM Plugin, you must first log in with the credentials you use for the main Rubi CRM system.

2. Enter Your Credentials

• Email
• Password
• Rubi Key

3. Troubleshooting

• If your credentials are incorrect, you will see: “Invalid Login”
• If you do not have permission to use the plugin, you will see: “No Plugin Access”.
  Contact a Rubi System Admin of your organisation to ensure you have permission to access the Plugin and that your Version is set to New. This can be done by viewing your Rubi User Account from the Main Menu -> System -> Users.