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Understanding Session Timeouts and Auto-Logout

Keep your workflow uninterrupted by knowing how Deal Details manages login sessions and what to do when your session expires.

Updated over a week ago

Overview

Deal Details uses timed login sessions as a security feature to protect your account and client data. While sessions are designed to last through a typical workday, leaving the software open overnight or during extended breaks can trigger an automatic logout. Understanding this behavior helps you avoid confusion when the system appears to behave unexpectedly right before a session expires.


Before You Start

Requirement

Details

Active Deal Details account

You must be logged in to experience session behavior

Basic navigation familiarity

Knowing how to log in and access your dashboard


How Session Timeouts Work

1. Session Duration

Your login session begins the moment you sign in and remains active long enough for a full workday of continuous use.

2. What Triggers a Timeout

Sessions expire when the software has been open beyond the allowed duration, regardless of activity. Common scenarios include:

Scenario

What Happens

Leaving software open overnight

Session expires; you'll need to log in again the next morning

Extended lunch or meetings

Session may expire if away too long

Browser tab left idle

Session timer continues running in the background

3. Warning Signs Before Logout

⚠️ Important: In the final 15 seconds before logout, the software may display unexpected behavior such as missing data, blank screens, or incomplete page loads. This is normal and does not indicate data loss.

When your session is about to expire:

  • Pages may appear empty or incomplete (e.g., video library showing no videos)

  • A popup notification will appear stating "Session limit reached"

  • You will be prompted to acknowledge and return to the login screen


What to Do When Your Session Expires

1. Acknowledge the Timeout

  • Click OK on the session expiration popup

2. Log Back In

  • Enter your credentials on the login screen

  • All your data and work will be intact once you're logged back in

3. Resume Your Work

  • Navigate back to where you were working

  • Verify your data appears as expected


Quick Reference

Session expires → Unexpected screen behavior → "Session limit reached" popup → Click OK → Log back in → Data restored

Tips for Success

  • Start fresh each morning—log out at the end of your workday and log back in the next day to ensure a full session

  • Don't panic at blank screens—if data suddenly disappears, wait a few seconds for the timeout notification before troubleshooting

  • Bookmark your place mentally—when you see the logout warning, note where you were so you can quickly return after logging back in

  • Check your session first—if the software behaves oddly, try logging out and back in before contacting support


Related Topics

  • Logging In to Deal Details

  • Account Security Settings

  • Troubleshooting Common Issues

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