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As soon as you've sent the invite, you're shown that person's settings. Start configuring these without delay.

The more you set now, the more "ready" it's going to be when they log in.

To see what's recommended to be set (at a minimum):

  • Go to: Person > Person > Admin onboarded
Updated: Tue, Mar 14, 2023.
 

To change your login password:

  1. Go to: You > Person
  2. Down the page, look for: "Password"
  3. On that row, click: change password
  4. Look in your email inbox.
  5. Follow the instructions (in the email) to securely change your password.
Updated: Tue, Mar 14, 2023.
 

Changing password0:59

"How do I change my password?" 

It's a good idea to change your password once in a while. This helps to protect your payroll and salary settings, and improves your account's safety. 

To change your password: 

  1. First, click: Menu > Change password 
  2. Now, type your new password. 
  3. And finally, click: Save new password 

To fix your password if it's too short: 

  1. First, if it's too short, you'll see this warning. 
  2. Now type in a password that's at least 8 characters. 
  3. Then click: Save new password 
  4. And finally, once your password change has been successful, you'll now see a confirmation message. 

Keep in mind that: 

  • Your new password must be 8 characters or longer. 
  • And that your password must have at least one uppercase letter, one lowercase letter, and one number. 

And that's it! That's everything you need to know about changing your password! 

Updated: Tue, Mar 14, 2023.
 

To change a password:

  1. Go to: Person > Person
  2. Go down the page, to: "Self onboarded"
  3. Look for: "Password"

If it's for yourself:

  • Click: "change password" (it takes you to the page to type your new password)

If it's for another person:

  • Click: "resend password reset" (it sends an email asking them to change their password)

To temporarily block a person:

  • Go to: Person > Settings > Permissions > Temporarily...

Other people's password can't be changed by you. Instead, send them a request to others to change their password.

Updated: Tue, Mar 14, 2023.
 

Logging out1:19

"How do I log out of 1st Money?" 

When you go to the login screen of 1st Money, you can turn on:  Keep me logged in 

Turning this on means you won't be asked to log in again for 30 days. 

To keep your login active for 30 days: 

  1. First, enter your password. 
  2. Then turn on:  Keep me logged in 
  3. And then click: Log in 
  4. And finally, you're now logged in, and won't be asked to log in again for 30 days. 

Keep in mind that: 

  • Even if you close your browser or restart your device, you can still get straight back in by simply typing "1st.money" into this browser, on this device. 
  • If you log in on a different browser, or on a different device, you'll be asked to log in again. 
  • Any other login on a different browser or device won't affect this login. 
  • If you want to end your 30 days session early, you can just log out. 

To end your session and log out: 

  1. First, click: Work-time menu > Log out 
  2. You'll now be logged out. 
  3. And finally, you'll be taken back to the login page. 

And that's it! That's everything you need to know about logging out of 1st Money! 

Updated: Tue, Mar 14, 2023.
 

If you didn't get the email, first look in your "Spam" folder.

If your admin's sent you an "invite" to signup, by email, and it's not arrived in your email inbox:

  1. Look in your "Spam" folder.
  2. Make sure that your admin has spelt your email correctly.
  3. Ask your admin to:
    • Go to: Person > Person
    • Go down the page, to: "Self onboarded"
    • Look for: "Invited"
    • Click: resend invite

If all else fails, try sending the invite to a different email.

Updated: Tue, Mar 14, 2023.
 

By turning on  keep me logged in at log in, you get a session for 30 days. You won't be asked to re-enter your password for 30 days (on that device).

Once the 30 days your session expires, you're automatically returned to log in.

To log out manually:

  • Click: Work-time menu > Log out

To protect your security (on a shared device):

  • Don't use:  keep me logged in
  • When you're finished:
    • log out (as shown above).
    • Or, close the browser window (this also clears non-30 day sessions).
Updated: Tue, Mar 14, 2023.
 

If you've forgotten your password, reset your password with these steps:

  1. Go to: 1st.money/login
  2. Click: Forgot?
  3. Type your: "Login email"
  4. Click: Send password reset
  5. Look in your email inbox.

You get an email with instructions on resetting your password.

Updated: Tue, Mar 14, 2023.

© 2020–2023 1st Money Platform (GB) Ventures. All rights reserved.
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