Passwords and sign-in help

My account: tap your name at the top right, then My account. One page holds your profile, email and phone, password, 2-step sign-in and signed-in devices. Every change is recorded in the Activity log.

Profile: tap a language to use it on the dashboard, in emails and in notices. Staff change their name and photo on My profile, and a manager approves them. The platform owner types a new name and taps Save name.

Email and phone: tap Change email or Change number, type the new one and tap Send code. Type the 6 numbers you receive and tap Confirm change. The old address gets a notice; a new WhatsApp number is also announced to your verified email. An address used by another account cannot be added. While WhatsApp is not available yet, Change number is hidden.

My password: tap your name at the top of the dashboard, or Account > Change password in the staff app. Enter your current password, then the new one twice (at least 10 characters, with letters and numbers). The place you use stays signed in; every other phone and browser is signed out, and you get a notice by email or WhatsApp.

Temporary password: if you signed in with a password from your manager or from the server set-up, you must choose your own password before anything else.

2-step sign-in: optional for everyone unless the owner turns on "Require 2-step sign-in for managers and owner" (Connections > Sign-in safety). When that is on, the owner and manager-level jobs (anyone who can change staff, money, job permissions or company settings) must use it: their card says Always on with a lock, and there is no off switch. Otherwise each person chooses. Turn on 2-step sign-in: type your password, scan the QR code with an authenticator app, type the 6 numbers it shows, then save the 10 recovery codes (shown once). Turn off 2-step sign-in: type your password and a code from your app or one recovery code; the secret and recovery codes are deleted and every other phone and browser is signed out. See new recovery codes: type your password and the code from your app; 10 new codes appear once and the old ones stop working. Move to a new phone: type your password and a code from the old phone or a recovery code, scan the new QR code and type its code. Turning on, turning off and each change sends a notice by email. Five wrong tries block these steps for 15 minutes.

Signed-in devices: every browser and app signed in to your account, with when it was last used. Tap Sign out next to one you do not recognise, or Sign out everywhere else to end all other browsers and staff app sign-ins at once. This browser stays signed in, and so does your personal customer app (sign it out on its own line if needed).

Forgot password (staff app and dashboard): on the sign-in screen tap Forgot password?, enter your phone or email and tap Send code. If the account exists and its contact is verified, a code arrives by WhatsApp or email. Enter the code and your new password twice. The screen never says whether an account exists. No code? Ask your manager. Codes are typed on a number pad. After a reset, 2-step sign-in stays on: managers still need their code app.

Managers: open Staff, open the person, then Sign-in help. Set a temporary password (shown once, give it privately), Send a reset code to their own verified contact, or Sign out everywhere now if a phone is lost. You can only do this for staff you manage in your company, never for the platform owner or yourself. Every action is recorded in the Activity log.

Platform owner: the first password printed by the server is temporary; the dashboard asks for a new one after the first sign-in. If you lose your password and recovery codes, use the server break-glass steps in the owner recovery guide.

Customers: in the app open Account > Verified contacts and tap Change next to your phone or email. A code goes to the new contact. Once it is confirmed, the old contact gets a notice and no longer signs in. A contact used by another account cannot be added. You can ask for up to 5 change codes a day; if you reach the limit, try again tomorrow. Typing the contact you already have does nothing. Lost a phone? Open Account > Sign out my other phones: every other phone signed in to your account is signed out at once, and this phone stays signed in. Sign-in and contact codes are typed on a number pad.

Tap your name at the top right to open your menu: your profile, account and password, language, help and Log out. The bottom line shows your previous sign-in (date, time and device). If you do not recognise it, change your password and ask your manager to sign you out everywhere.

Use Search to find a name or reference in the permitted list. Choose Show to narrow the results; Dates adds an optional date range. Find searches all results before pagination. Clear filters restores the list while keeping the selected company and existing page controls. Search does not search private message or review text. The normal service priority remains unchanged. Date ranges use the platform display time; invoice dates use the due date and settlement dates use the period end. If a filter is invalid, its error appears above the controls; correct the value and choose Find.