> For the complete documentation index, see [llms.txt](https://codifi-fdm.gitbook.io/codifi-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://codifi-fdm.gitbook.io/codifi-docs/mobile-app/getting-in-the-field/logging-in.md).

# Logging In, Permissions, and Tenants

The first five minutes with Codifi on a new iPad cover four things: **permissions, first-launch download, the Projects list, and tenants.**

This page is what to expect if you're opening the app for the first time, plus the answers to questions that come up later about token timing and tenant switching.

***

## First launch — permissions

When Codifi opens for the first time, iOS prompts you for several permissions in sequence. Each one matters:

| Permission     | Why Codifi needs it                                                                                                                                                                        |
| -------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Location**   | Reading GPS for Record placement, the Live Data Bar, photo geotagging, LiveTrack. **Always Allow** is the recommended setting — Codifi uses background location during LiveTrack sessions. |
| **Camera**     | Capturing photos and videos into Records.                                                                                                                                                  |
| **Microphone** | Recording audio with videos.                                                                                                                                                               |
| **Photos**     | Selecting existing photos from your iOS Photos library to attach to Records (in addition to in-app capture).                                                                               |
| **Bluetooth**  | Pairing with external GPS receivers, range finders, and other BLE devices.                                                                                                                 |

Decline any of these and the corresponding feature won't work — but you can re-enable later from iOS Settings → Codifi → Permissions.

> **Important:** **Location: While Using App** is *not* enough for LiveTrack. If you're doing pedestrian survey or transect walks, grant **Always Allow** at first launch (or change later in iOS Settings).

***

## First-launch download

After login, Codifi pulls down baseline data for the Projects you have access to. You'll see a download progress screen for a minute or two on the first launch — longer if your org has many Projects with large overlays.

After this first sync, subsequent launches just refresh recent changes (much faster).

***

## The Projects list

After login and initial sync, you land on the **Projects list** — every Project in your current tenant that you have access to.

Each Project shows:

* **Project name** (from the Project's Project Details title).
* **Status** (Active, On Hold, etc.).
* **Last sync time**.
* **Member icons** (other crew members on the Project).

Tap a Project to open it. From there you go to the map / list / Record-creation screens.

### Pinning frequently-used Projects

Some app versions let you pin or favorite a Project so it floats to the top of the list. If you don't see a pin option, the Projects list is sorted by recent activity by default — Projects you open often will naturally drift toward the top.

***

## Tenants — what they are

A **tenant** is your organization's Codifi space. Most orgs have at least one tenant; many have two:

| Tenant                       | Purpose                                                                     |
| ---------------------------- | --------------------------------------------------------------------------- |
| **Projects (or Production)** | Live client work. Real Projects that produce deliverables.                  |
| **Sandbox**                  | Authoring, testing, training. Practice Projects, draft Compositions, demos. |

Your account can belong to multiple tenants. You switch between them without re-logging-in.

### How to switch tenants

1. Tap your **avatar** in the top-right of the Projects list.
2. Tap **Switch Tenant** (or the tenant name shown there).
3. Pick the tenant you want to load.

Codifi reloads with the Projects list for the chosen tenant. Your authenticated session stays the same; only the data scope changes.

> **Pro tip:** If you can't find a Project you expect to see, the first thing to check is **which tenant you're on**. A "Demo Site 2026" Project in Sandbox and a "Demo Site 2026" Project in Projects are different things.

***

## Login timing

Codifi authenticates with a token that has an expiration window. If your iPad goes a while between sessions, the token expires and the app prompts you to log in again.

For field crews, this is the rhythm that matters:

> **Log in the night before a field day.**

If you log in fresh the night before, your token is good through the next morning's no-service capture work. If you wait to log in until you're at the trailhead — and the trailhead has no service — you can't authenticate and you can't capture data.

The token doesn't refresh while you're offline; it has to talk to the Codifi auth server. Plan for that.

***

## "I can't see a Project a teammate created"

A few possibilities, in order of likelihood:

1. **You haven't been added to Project Members.** Tenant role doesn't grant per-Project visibility for most roles. Your PM needs to add you to the Project on the web. See [Project Members](/codifi-docs/cross-platform-features/project-members.md).
2. **You're on the wrong tenant.** The Project exists in Sandbox and you're on Projects, or vice versa. Switch tenants.
3. **The Project hasn't synced yet to your iPad.** Pull-to-refresh the Projects list, or open and close the app to trigger sync.
4. **Your token expired and you're seeing a cached partial list.** Force a re-login from the Avatar menu.

***

## "Codifi made me log in again today"

Common, and not a bug. The token expired between your last session and now — typically after a multi-day gap.

The fix is just to log in again. If you have service, this is a 30-second step. If you don't, you can't proceed until you do.

This is why the rhythm is **log in the night before a field day** — it pushes the next forced login out far enough that field service gaps aren't a problem.

***

## "I'm seeing a tenant I don't expect"

Talk to your tenant admin — they control which tenants your account has access to. Codifi support staff can't change your tenant membership without your admin's authorization.

***

## Common questions

### How long do tokens last?

Specifics depend on your tenant's configuration. Practically: log in the night before a day of fieldwork and you'll be fine.

### Can I be logged in on multiple iPads at once?

Yes. Codifi licenses are per-user, not per-device. You can have the same account active on as many iPads as your org's policy allows.

### What if I forgot my password?

Use the **Forgot Password** link on the login screen. You'll get a reset email. After resetting, log into Codifi with the new password — old sessions are invalidated.

### What if SSO is enforced for my tenant?

Some tenants use SSO (Single Sign-On) instead of password login. You'll be redirected to your org's identity provider during login. If password login fails with "use SSO," you're hitting this — use the SSO route.

### Can I work without ever logging in?

No — Codifi requires authentication. The data on your device is sandboxed to your account; without a valid session, you can't access it.

***

## Related

* [**Getting in the Field**](/codifi-docs/mobile-app/getting-in-the-field.md) — the broader pre-field checklist that login fits into.
* [**Syncing & the Cloud Icon**](/codifi-docs/mobile-app/getting-in-the-field/syncing-and-the-cloud-icon.md) — what happens when your authenticated app talks to the server.
* [**Project Members**](/codifi-docs/cross-platform-features/project-members.md) — why a Project might not appear in your list.
* [**FAQ for Administrators**](/codifi-docs/frequently-asked-questions/administrators.md) — tenant-level questions.
