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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, 20 Jul 2021. Keywords: join, create, send, email, login. Headings: `Is there a delay before I can setup an employee after sending the invite?`
 

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, 20 Jul 2021. Keywords: security. Headings: `Where's the page to update my password?`, `How do I reset my password?`
 

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 someone else:

  • 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 bl...

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

Updated: Tue, 20 Jul 2021. Keywords: modify, another, security. Headings: `How do I reset my login password?`, `How do I send a password update reminder email?`
 

To log out:

  • Click: >  Log out

Logging out:

  • Fully disconnects your session.
  • Clears any  keep me logged in session (if there's one).

If you're unable to see  Log out (for whatever reason), this page also logs out your session:

After you've logged out, log in again: 1st.money/login

Updated: Tue, 20 Jul 2021. Keywords: leave, finish. Headings: `How do I exit my login?`
 

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. Ensure 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, 20 Jul 2021. Keywords: junk, trash, send, mail. Headings: `How do I resend the login invite email?`, `I can't find the email to onboard. How can it be resent?`
 

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: >  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, 20 Jul 2021. Keywords: access, authentication. Headings: `How do I disconnect my login session?`, `How can I clear any remembered sessions?`, `What precautions can I take when I log in on my friends device?`, `What's keep me logged in?`
 

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: Sat, 25 Jul 2020. Keywords: denied, blocked. Headings: `I can't remember my password. How do I get access?`, `I'm locked out. How do I change my password?`

© 2020–2021 1st Money Platform (HU) Ventures. All rights reserved.
www.1st.money/help/General/Login/