You or other users of your account (staff members, clients or your tax consultant) can log in to MoneyPenny with their email or username. By default, the username is an email, but the user can change it in his/her account settings. You can find it in the user menu -> My Profile.
So, the user can login with both email or username.
In general, the email address of the user in your account should be unique – but if somebody uses a different username than the email, you can use this email again (for instance, invite a new client or staff member with the same email address).
If this happens, the user cannot log in with the email anymore – only with the username.
On the “Login” page he/she will see the next message:
If the user forgets the username, he/she can click the “Send usernames per email” and receive all his/her usernames by email.
Which username is assigned to Client contacts?
The Username is only used for logging into MoneyPenny and it should be unique. In general, users’ emails are their usernames.
But if you create different clients with the same email, this happens:
1. first Client username will be this email. For example firstname.lastname@example.org
2. second Client username will be this email+1. For example email@example.com
3. third Client username with the same email – firstname.lastname@example.org
Your Client will be informed about the correct username in the invitation email. Take a look:
In this case, as well, users can change their usernames in User menu -> My Profile.