Updating a Member's Passcode

Updating a Member's Passcode

In this article, we'll guide you on how to assist a member in resetting their passcode from the group phone in DreamSave. Whether it's for security reasons or any other requirement, as a bookkeeper, you can help members reset their passcodes.
Warning
Changing a member's passcode requires internet access.
  1. Begin by logging into your DreamSave account.
  2. Navigate to "Member Profiles" within the Setup section.
  3. Find and select the member for whom you want to update the passcode.
  4. Click on "Security Information" and on "Change my passcode" 
  5. Allow the member to create and confirm a new passcode.
  6. After entering and confirming the new passcode, click "OK".

    • Related Articles

    • Adding a New Member Mid Cycle

      Adding a new member mid-cycle may become necessary if an existing member introduces a friend or acquaintance to the group. We'll provide in this article clear, step-by-step instructions on how to seamlessly add a new member to your DreamSave Group. ...
    • Remove a Member from the Group

      This article provides a clear guide for DreamSave users on how to remove a member during an ongoing cycle. This process is essential in situations where a member needs to exit the group before the cycle completes. Keep in mind, this action can only ...
    • DreamSave Security Principles

      DreamSave Security Model DreamStart Labs, Inc. is committed to protecting the security of our users and being a proactive advocate for consumer protection. For more details about our approach to data privacy, see the “DreamStart Labs Data Privacy ...
    • DreamInsights FAQ

      DreamInsights™ (previously known as DreamSave Insights) is the backend data analytics platform for the DreamSave app. As savings groups use the free DreamSave app in the field, they are invited to sync their meeting data when a network signal is ...
    • Checking a Member's Savings Amount

      In this article, we'll guide you on how to double-check a member's savings amount in DreamSave. Whether it's verifying a recent transaction or reviewing past meetings, we'll provide you with the steps to ensure accurate savings records. For Current ...