Login
Do I wait until a person accepts their invite before I can configure their account?
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):
How can I change my log in password?
To change your login password:
- Go to: You > Person
- Down the page, look for: "Password"
- On that row, click: change password
- Look in your email inbox.
- Follow the instructions (in the email) to securely change your password.
How do I change the password for myself or someone else?
To change a password:
- Go to: Person > Person
- Go down the page, to: "Self onboarded"
- 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 someone else:
- Click: "resend password reset" (it sends an email asking them to change their password)
To temporarily block a person:
Other people's password can't be changed by you. Instead, send them a request to others to change their password.
How do I log out?
To log out:
- Click: > Log out
Logging out:
- Fully disconnects your session.
- Clears any Keep me logged in for 30 days session (if there's one).
If you're unable to see Log out (for whatever reason), this page also logs out your session:
- Go to: 1st.money/logout
After you've logged out, log in again: 1st.money/login
How do your login sessions work?
By turning on Keep me logged in for 30 days at login, you get a 30 day session. You won't be asked to re-enter your password for 30 days (on that device).
After 30 days your session automatically expires (you're returned to login).
To log out manually:
- Click: > Log out
To protect your security (on a shared device):
- Don't use: Keep me logged in for 30 days
- When you're finished:
- Log out (as shown above).
- Or, close the browser window (this also clears non-30 day sessions).
I've forgotten my password. How can I reset my password?
If you've forgotten your password, reset your password with these steps:
- Go to: 1st.money/login
- Click: Forgot?
- Type your: "Login email"
- Click: Send password reset
- Look in your email inbox.
You get an email with instructions on resetting your password.
My admin's sent me an invite to sign up and login, but I didn't get it. What do I do?
If you didn't get the email, first look in your "Spam" folder.
If your admin's sent you an invite to sign up, by email, and it's not arrived in your email inbox:
- Look in your "Spam" folder.
- Ensure that your admin has spelt your email correctly.
- 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.
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