Learn how Shape’s automatic logout works, why sessions expire after inactivity, and how to avoid losing unsaved work.
Automatic Logout
To help protect your organization’s data and maintain account security, Shape signs users out after an extended period of inactivity.
This timeout helps prevent unauthorized access if a computer is left unattended or a browser session remains open after a user has stepped away.
Automatic logout is a standard security feature and may be adjusted as security needs change.
How Inactivity Is Measured
The inactivity timer only counts time when Shape is not being actively used.
Examples of activity include:
- Opening records
- Saving changes
- Navigating between pages
- Performing searches
- Updating records
As long as you’re actively working in Shape, your session remains active.
If no activity is detected for an extended period, you’ll be automatically signed out.
Why Does Shape Automatically Log Me Out?
Automatic logout is a standard security feature designed to help protect your organization’s data.
It helps:
- Prevent unauthorized access on unattended computers
- Protect sensitive customer information
- Reduce the risk of someone accessing your account after you’ve stepped away
- Support organizations with internal security and compliance requirements
This is especially important in shared office environments and organizations handling sensitive customer information, such as mortgage, insurance, financial services, and healthcare.
What Happens When I’m Logged Out?
When your session expires due to inactivity:
- You’ll be signed out of Shape.
- You’ll need to log in again to continue working.
- Any unsaved changes may be lost.
For this reason, we recommend saving your work regularly, especially when entering large amounts of information.
Best Practices
- ✓Log out manually when you’re finished for the day.
- ✓Lock your computer whenever stepping away from your desk.
- ✓If you’re working on lengthy notes or documentation, save periodically to avoid losing unsaved changes.
Frequently Asked Questions
How long before Shape automatically logs me out?+
Shape signs users out after an extended period of inactivity. This timeout may be adjusted as security needs change.
Can I disable automatic logout?+
No. Automatic logout is a standard security feature that applies to all users.
Will I be logged out while I’m actively working?+
No. As long as you’re actively interacting with Shape, your session remains active.
What counts as activity?+
Actions such as navigating through the CRM, saving changes, searching, and updating data keep your session active.
Will I lose unsaved work?+
Potentially. If your session expires before changes have been saved, any unsaved work may be lost. We recommend saving your work periodically, especially when entering longer notes or creating templates.
Why does Shape automatically log users out?+
Automatic logout helps protect customer data by preventing unattended browser sessions from remaining signed in indefinitely. This is an important security measure that helps organizations safeguard sensitive information and meet internal security policies.