Offline — DMS server processing continues; this screen will reconnect automatically.

AI OPERATIONS WORKSPACE

Welcome back

Secure access for Designer Moving & Storage.

Username Password

PASSWORD RECOVERY

Choose a new password

Use at least 12 characters.

New password Confirm password

AI AgentOperations Workspace

● Outbound disabled

DMS AI AGENT

Dashboard

D

DMSUser

KNOWLEDGE HUB

Upload company guidance

Draft first: uploading a file never changes active guidance automatically.

Existing guide / new guideGuide titleDescription

CategoryHow this version changes guidanceEffective fromFile

Use this guide for

Email Calls Cases Estimates Warehouse Assistant Internal only

PHONE INTAKE

Log a call

Caller nameCompany / DesignerPhoneEmailCaller typeRequest typeProjectCall time

Guide checklist

Questions come from the active CALLS knowledge guide when available.

Call summaryCommitments made Pricing or rates were discussedPricing notes Follow-up required

Responsible departmentFollow-up due

Saving creates/updates an internal case and follow-up. It does not send email or pricing.

SECURITY REQUIRED

Choose your own password

Your administrator assigned a temporary password. Create a new password before continuing.

New passwordConfirm password

YOUR DMS SECRETARY

Welcome

USER MANAGEMENT

DMS user

Administrator controlled: user creation, roles and permissions are audited. The last active administrator is protected.

Full name Username Email Job title Department Role

Temporary passwordAt least 12 characters. The user is flagged to change it. Account active

Permissions

Fine-grained access. Admin accounts retain management safeguards.

operations view cases view cases edit reviews view reviews decide estimates view estimates edit estimates finalize assistant use team view team manage knowledge view knowledge manage calls view log calls tasks view manage tasks supervision integrations view integrations manage

READ-ONLY MAILBOX PILOT

DMS mailbox

Read-only pilot: this connection does not enable sending. SMTP2GO remains separate and outbound is still locked OFF.

The corporate mail server is configured by the system administrator after provider verification. Do not enter the mailbox password until the server shows as verified in Integrations.

Username Mailbox password

Enter the normal mailbox password here only. Do not paste it into ChatGPT. It is stored encrypted in Supabase Vault and is not shown again.

If this address is only an alias/forwarder with no independent mailbox password, cancel instead of entering another person's credentials.

WAREHOUSE READ-ONLY

DMS Warehouse System

designermovingystorage.com admin system

Read-only phase: the DMS Agent will only inspect warehouse information. Create, edit and delete actions remain disabled.

Warehouse username / email Warehouse password

Enter the credentials here, not in ChatGPT. The password is encrypted in Supabase Vault and is never displayed back.

A dedicated Viewer / Read Only warehouse account is preferred if the current system supports one.