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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.
  • Tax agent 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: Tue, 20 Jul 2021. 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.

However, from these different emails, you 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: Tue, 18 May 2021. Keywords: accounts, unique. Headings: `How do I set my login email?`, `Where do I change my login email to a different one?`
 

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: Wed, 12 May 2021. Keywords: look, desktop, color. Headings: `How do I use dark theme?`, `Where do I set the theme?`, `Where can I set my wallpaper?`
 

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

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

    • Or,
  2. At log in: 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).
  • The day that's the first day of the week (on calendars).
  • The spoken accent for demo videos.
Updated: Tue, 20 Jul 2021. Keywords: dialect, translations. Headings: `Where can I switch languages?`, `What languages can I use?`
 

To see the selection of 20+ daily changing wallpapers:

  • Go to: You > Settings > Theme > Wallpaper

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:

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

  • Upload a .png, .jpg, or .gif.

  • Any size is fine.

  • The recommended size is:

    • Width 400px.
    • Height 400px.

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

Updated: Sun, 16 May 2021. Keywords: camera, send, picture. 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.

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, 5 Jun 2021. 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) in 1st Money.

There are no limits to using our FREE software.

Updated: Wed, 4 Aug 2021. 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":

  • Go to: You > Settings > Permissions > Org admin perm...
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":

  • Go to: You > Settings > Permissions > Org admin perm...

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":

  • Go to: > People > ADM
 

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":

  • Go to: You > Settings > Permissions > Payroll admin ...

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

  • Go to: > People > PRL
Updated: Sat, 18 Sep 2021. Keywords: update, restrict, security, stop, block. Headings: `Who can change what?`, `Why are 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:

  • Go to: Person > Pay > Pay settings > Target working...
Updated: Sat, 25 Jul 2020. Keywords: time. Headings: `What's target working days for?`, `What if I leave target working days empty?`
 

Permissions

 

To set payroll admin:

  • Go to: Person > Settings > Permissions > 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 lock out).
Updated: Sun, 16 May 2021. 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?`
 

It's easy to add more people as managers or supervisors:

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

  • Manager:

    You > HR > Roles > Turn on as a m...

  • Supervisor:

    You > HR > Roles > Turn on as a s...

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

  • Go to: You > Settings > Permissions > Org admin perm...
Updated: Wed, 4 Aug 2021. Keywords: more, show, permission. Headings: `How do you get someone to show in the list of managers and supervisors?`, `What are roles?`, `How do I remove an employee as a manager or supervisors?`
 

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

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

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: Tue, 20 Jul 2021. Keywords: limit, restrict. Headings: `How do I stop an employee from logging in?`, `Do I delete someone if I don't want them to log in?`

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