Signing in and account access

This page helps you get into the app and understand what to do if you cannot sign in.

What it covers

• Signing in with your account
• Multi-factor authentication (MFA) when your organization has it enabled
• Recovering access if you forget your password
• What to do when your account does not have the right access

Multi-factor authentication

When MFA is required, after your password you will verify with an authenticator app (recommended), SMS, or email (backup), or a recovery code. Choose one method; after you send a text/email code (or pick authenticator/recovery), the method stays locked until you use Change method.

During enrollment, pick one sign-in method (authenticator recommended; SMS or email are alternatives — you do not need all of them), then save recovery codes (shown once). Extra methods are optional. SMS MFA accepts US mobile numbers only (+1). Some accounts with financial access must finish enrollment before using the app; others may see Continue for now during a short grace period. Money and bank-connection actions always require a completed MFA verification for that sign-in.

If MFA is enabled for your organization, open Profile → Manage MFA to see your methods, add backups (authenticator, SMS, or email), regenerate recovery codes, or remove an extra method when you still meet the minimum. Regenerating codes or removing a method may ask you to confirm your password first.

If you lose your factors, use a recovery code or ask an administrator to reset MFA on your profile (they cannot see your codes). A full admin reset clears all methods so you must enroll again.

What to watch for

If you can sign in but cannot see a page you expect, the issue is usually your role or tenant access rather than your password.