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.
Changing a member's passcode requires internet access.
- 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.
- Click on "Security Information" and on "Change my passcode"
- Allow the member to create and confirm a new passcode.
- After entering and confirming the new passcode, click "OK".