ShareCRM

SMS One-Time Passcode Login Walkthrough

This document shows how an end user reaches the SMS verification-code step on the ShareCRM login page, and how the SMS consent checkbox gates sending. No SMS is sent unless the user explicitly checks the SMS agreement box.

1. Test entry

URL
https://login.sharecrm.com/proj/page/loginv2?lang=en
Tab
Phone/Email (default)
Login method
One-time passcode (OTP). Do not use password login or QR Code.
Number type
A mobile number. Type the number first; the country-code selector stays disabled until the page recognizes the input as a phone number (not an email). Then select +1 (United States or Canada). An email address does not show the SMS consent control.
Brand
ShareCRM
SMS use
Login verification codes and account notices. Not marketing.

2. Walkthrough

1. Open the login page

Open the URL above. Stay on Phone/Email. The default view is password login. The SMS consent checkbox is not shown on this view.

ShareCRM login page in the default Phone/Email view, showing password login without the SMS consent checkbox
Figure 1. Default Phone/Email view — password login. SMS consent is not present yet.

2. Switch to one-time passcode

Click Sign in using OTP. The password field is replaced by Enter one-time passcode and a Get Code control. The SMS consent checkbox still does not appear until a phone number is entered.

ShareCRM login page switched to one-time passcode mode, with the Get Code button visible but no SMS consent checkbox
Figure 2. OTP mode. Get Code is visible. SMS consent is still hidden because no mobile number has been entered.

3. Enter a mobile number first, then select +1 so SMS consent appears

Type a mobile number in the Phone/Email field first. The country-code selector cannot be used until the page recognizes the input as a phone number. After that, select country code +1 (United States or Canada). An independent SMS consent checkbox then appears below the Terms of Service checkbox. It is unchecked by default.

Exact consent copy on the page:

I agree to receive SMS from ShareCRM for verification codes and account notices

Message frequency varies. Up to 1 msg/min. Standard message and data rates may apply. Reply HELP for help, STOP to cancel. Terms of Service · Privacy Policy

The Terms of Service and Privacy Policy links next to this checkbox open https://www.sharecrm.com/terms and https://www.sharecrm.com/privacy.

ShareCRM login page with a mobile number entered and country code +1 selected, showing the SMS consent checkbox unchecked below the Terms of Service checkbox
Figure 3. After a mobile number is entered and +1 is selected: SMS consent is visible, independent of Terms of Service, and default unchecked.

4. Click Get Code without checking SMS consent — no SMS is sent

Leave the SMS checkbox unchecked. Checking Terms of Service does not grant SMS consent. Click Get Code. Result: a Notice dialog appears. No verification SMS is submitted or delivered.

Notice

Please check the SMS consent box before continuing.

Closing the dialog does not check the SMS box and does not send a message.

ShareCRM login page showing the Notice dialog that blocks sending a verification code when the SMS consent checkbox is unchecked
Figure 4. Get Code with SMS consent unchecked. Send is blocked. The SMS agreement box remains unchecked.

3. When an SMS is allowed to send

Required before any verification SMS: the user must manually check I agree to receive SMS from ShareCRM for verification codes and account notices, then click Get Code.

Condition
SMS sent?
SMS consent unchecked
No. Notice dialog only.
Terms of Service checked, SMS consent unchecked
No. Same Notice dialog.
SMS consent checked, then Get Code
Yes. One login verification SMS may be sent (up to 1 msg/min).
Password login or QR Code login
No SMS. Those paths do not request a verification code.

The page never auto-checks the SMS box.

4. What the reviewer should confirm

  • Login URL above: Phone/Email → Sign in using OTP → enter a mobile number → then select +1.
  • SMS opt-in is a separate checkbox, not bundled into Terms of Service.
  • Default state is unchecked.
  • Consent text names ShareCRM, verification codes, and account notices.
  • Disclosure is visible next to the checkbox: frequency, 1 msg/min cap, standard message and data rates, HELP, STOP, plus Terms and Privacy links.
  • Get Code with the box unchecked does not send SMS.