Login

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

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.

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.

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

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

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

1. Look in your "Spam" folder.
2. Ensure that your admin has 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.

By turning on  Keep me logged in for 30 days 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 for 30 days
• When you're finished:
  • Log out (as shown above).
  • Or, close the browser window (this also clears non-30 day sessions).

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.