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.
- Begin by logging into your DreamSave account.
- Navigate to "Member Profiles" within the Setup section.
- Find and select the member for whom you want to update the passcode.
- Scroll down to the member's profile page and click "Next" to go to the next page.
- Scroll down again and click on "Change my passcode".
- Allow the member to create and confirm a new passcode.
- After entering and confirming the new passcode, click "OK".
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