Article: How to Reset a Forgotten Password

If you or a team member have forgotten the password to access your financial data management software, follow these steps to reset it quickly and securely.

Step 1: Go to the Login Page

1. Open the software’s login page.
2. Click on the "Forgot Password?" link located below the password field.

Step 2: Request a Password Reset

1. On the "Password Reset" page, enter the email address associated with your account.
2. Click "Send Reset Link". An email with a reset link will be sent to your inbox. If you do not see it within a few minutes, check your spam or junk folder.

Step 3: Open the Password Reset Email

1. Go to your email inbox and look for a message with the subject line "Password Reset Request" from our support team.
2. Open the email and click on the "Reset Password" button. This will redirect you to the password reset page.

Step 4: Create a New Password

1. On the password reset page, enter a new, secure password. Ensure it meets the software’s security requirements (e.g., minimum length, use of special characters, etc.).
2. Confirm the new password by entering it again in the confirmation field.
3. Click "Reset Password" to save the changes.

Step 5: Log in with the New Password

Once your password has been reset successfully, you will be redirected to the login page. Use your new password to log in to your account.

Tip: For security reasons, consider using a password manager to store your passwords securely and avoid similar issues in the future.

Additional Help

If you do not receive the reset email or encounter any issues during this process, reach out to your administrator or check our articles on adding a new user or modifying user information to ensure your account details are correct.