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People

 

It's not possible to have a different portrait photo in each org.

The following are shared between all your accounts:

  • Portrait photo.
  • Person name.
  • Nickname.
  • Signature image.
  • Interface language.
  • Login password.
  • Home and postal address.
  • Mobile number.
  • Social contacts.
  • Paid preparer info (for accountants).
  • Bank account info.

By sharing these fields, it's easier to keep all your accounts up to date.

If you don't want to share info between orgs, make another login using a different email.

Updated: Mon, 16 Nov 2020. Keywords: customise, copied. Headings: `What data is shared between my different orgs?`, `If I update my bank info in one org, does it update in others?`
 

Use a different email for each of your orgs if you like.

But from these different emails, select just one to be your login email.

To switch your login email:

  1. Switch to the account that isn't your default.
  2. Go to:  You > Person
  3. Look for "switch login email" (down the page).

Switching your login email won't affect or change your password.

Updated: Sat, 25 Jul 2020. Keywords: accounts, unique. Headings: `How do I set my login email?`, `Where do I change my login email to a different one?`
 

Change your interface language in any one of these three places:

  1. Go to:  You > Settings > Preferences > Language

    • Or,
  2. At login: 1st.money/login

    • Or,
  3. Click the language selector:

    • Bottom of the menu (look for something like "EN-US").

Your choice of language sets:

  • The software language.
  • The date order (e.g., "dd/mm/yyyy", "mm/dd/yyyy", etc).
  • Which day is the first day of the week (on calendars).
  • The spoken accent for demo videos.
Updated: Sat, 25 Jul 2020. Keywords: dialect, translations. Headings: `Where can I switch languages?`, `What languages can I use?`
 

There are three main ways to customise the appearance in 1st Money:

  1. Change the theme from light to dark:

    Go to:  You > Settings > Theme > Theme

  2. Change the wallpaper background image:

    Go to:  You > Settings > Theme > Wallpaper

  3. Set your portrait photo:

    Go to:  You > Settings > Person setting... > Portrait photo

Updated: Fri, 11 Dec 2020. Keywords: look, desktop, color. Headings: `How do I use dark theme?`, `Where do I set the theme?`, `Where can I set my wallpaper?`
 

To see the selection of 20+ daily changing wallpapers:

To turn off all wallpapers, select "None" and save.

Updated: Sat, 25 Jul 2020. Keywords: pictures, photo, upload. Headings: `How do I turn off all wallpapers?`, `Where do I set the theme image?`
 

If your webcam's having problems, upload an image as your portrait photo. To upload:

This image is seen by others in all of the orgs you join.

Updated: Sat, 25 Jul 2020. Keywords: camera, send. Headings: `Can I upload my portrait image?`, `My webcam is broken. How can I take a photo?`
 

When asked to turn on your webcam, click: Allow

When you click Take photo the photo booth opens. If this is your first time, you're asked to Allow your webcam:

See other browsers
Chrome
Click: Allow
Firefox
Click the drop down triangle and click: Always Share
Edge
Click: Allow
Internet Explorer
Internet Explorer doesn't take portrait photos. Try Chrome, Firefox, or Edge.

If it still doesn't work, ensure your webcam isn't in use by another piece of software.

And finally, ensure it's not blocked in the browser settings:

See other browsers
Chrome
- Go to: Menu > Settings > Show advanced settings > Privacy > Content settings > Media > Manage exceptions - Ensure it's set to Allow for https://www.1st.money.
Firefox
-Go to: Menu > Options > Privacy & Security - Look for \"Camera\": Settings... - Ensure it's set to Allow for https://www.1st.money.
Edge
- Go to: Menu > Settings > Site permissions > Camera - Ensure it's set to Allow for https://www.1st.money.
Internet Explorer
Internet Explorer doesn't take portrait photos. Try Chrome, Firefox, or Edge.
Updated: Sat, 25 Jul 2020. Keywords: image, shot, upload, picture. Headings: `How do I get my webcam to work?`, `My webcam is blocked. How do I enable it?`
 

There's no limit to the number of people (unlimited employees, unlimited contractors, etc), or projects in 1st Money.

There are no limits to using our FREE software.

Updated: Sat, 25 Jul 2020. Keywords: most, many, create, much, restrict. Headings: `How many people can I add for free?`, `How many employees can I invite to this before I've got to pay fees?`
 

When you delete an item in 1st Money, it's moved to "Deleted" (like a recycle bin).

To see deleted people:

  1. Go to:   > Menu > Deleted > People
  2. Click the person you want.

Or:

  1. Go to:  Your org > Reports > Employees
  2. Click show settings (at the bottom).
  3. Click include deleted:

If you want it back, restore the item by clicking:  Undelete

Note: Only org admins can set these features. To see if you're an "Org admin":

Updated: Sat, 25 Jul 2020. Keywords: trash. Headings: `Where do I find deleted items?`, `Can I get back a deleted item?`, `What happens when I delete something?`
 
 

Editing other people's details is mostly restricted to "Org admins".

Org admins can:

  • Invite and edit people.
  • Create and edit projects.
  • Change setup.

Note: Only org admins can set these features. To see if you're an "Org admin":

If you're not an "Org admin", you may edit some of your own details, and see some public details of others, but that's all.

To see other people in your org who are "Org admins":

 

Changing pay related details is restricted to "Payroll admins".

Payroll admins can do all the above, plus:

  • Set pay rates.
  • See payroll reports.
  • See tax forms.
  • Pay payslips.
  • Create and edit pay batches

Note: Only payroll admins can set these features. To see if you're an "Payroll admin":

To see other people in your org who are "Payroll admins":

Updated: Sat, 25 Jul 2020. Keywords: update, restrict, security, stop, block. Headings: `Who can change what?`, `Why're the some inputs read only?`, `What can org admins and payroll admins do?`, `What's the difference between org admins and payroll admins?`
 

The target working days is required to estimate an employee's pay and to calculate holiday pay.

To set target working days:

Updated: Sat, 25 Jul 2020. Keywords: time. Headings: `What's target working days for?`, `What if I leave target working days empty?`
 

Permissions

 

To allow someone outside your org to see only the hours worked on a specific project (and nothing else), add them as an observer to the project:

  1. Invite them to login with:

    Go to:   > People > Invite person

  2. Add them as observers on projects you'd like to share:

    Go to:  Project > People > Add observers

Now, when that outside person logs in, they can only see reports for the projects they're an observer on, and nothing else.

Updated: Sat, 25 Jul 2020. Keywords: restrict, permission. Headings: `How can I limit access to my project's reports?`, `Who can see project reports?`
 

To set payroll admin:

Notes:

  • Only someone who already has "Payroll Edit" permissions can assign payroll permissions to another person.
  • Your own permissions can't be changed (to prevent lockout).
Updated: Sat, 25 Jul 2020. Keywords: give, transfer, access. Headings: `What setting lets you see people's pay?`, `Who can edit pay rates?`, `Where do I promote someone to payroll admin?`
 

To "Temporarily block access" (blocks a person from logging in, without deleting them):

Once set, this person can't log in to your org, until you turn it off again.

All their other settings remain "as is", they just won't have any access.

Updated: Sat, 25 Jul 2020. Keywords: limit, restrict. Headings: `How do I stop an employee from logging in?`, `Do I delete someone if I don't want them to login?`
 

It's easy to add more people as managers, supervisors, and project leaders:

If your name's not in the list, turn on your role as:

Note: Only org admins can set these features. To see if you're an "Org admin":

Updated: Sat, 25 Jul 2020. Keywords: more, show, permission. Headings: `How do you get someone to show in the list of managers, supervisors, and project leaders?`, `What are roles?`, `How do I remove an employee as a manager, supervisor, or project leader?`

© 2020–2021 1st Money Ventures. All rights reserved.

www.1st.money/help/People/