Managing password, team & access

Changing your password:

Under Settings → Account you find the password area. Enter the new password twice and save. At least 8 characters are mandatory; the strength indicator turns green from 12 characters, so rather choose a long password.

Forgot your password:

On the login page click “Forgot password?”. You receive a link by email and set a new password through it. For security reasons the link is only valid for a limited time; if in doubt just request a new one.

Team & roles:

Under Settings → Team you invite team members by email; the invitation link is created and copied automatically. There are four roles:

• Owner: full access including billing and deletion
• Admin: manage everything except billing
• Analyst: read & export data
• Viewer: only view the dashboard

Always assign the smallest role that is enough for the task; you can change roles at any time later.

Tax advisor:

Your tax advisor does not need a team seat. They get their own read access via Finance & taxes (“Finanzen & Steuern”) → Tax advisor (“Steuerberater”) → Manage access (“Zugang verwalten”) and only see the account assignment, VAT advance return and receipt data released. The step-by-step guide is in the article “Setting up tax advisor access”.

Changing your email address:

You cannot currently change the login email yourself; write briefly to kontakt@northprofit.eu for that.