Changing Your Password

Update your password and manage account security.

Overview

Regularly updating your password helps keep your financial data secure. ProcessX makes it easy to change your password and manage your account security.

When to Change Your Password

Consider changing your password if:

It's been more than 6 months
You've used the same password elsewhere
You suspect unauthorized access
You've shared it with someone
A data breach is reported

How to Change Your Password

Step 1: Navigate to Settings

Click your name/avatar in the navigation

Select Settings

Go to Security or Change Password

Step 2: Enter Current Password

For security, you must verify your current password.

Step 3: Enter New Password

Create a strong new password:

At least 8 characters
Mix of uppercase and lowercase
Include numbers
Include special characters

Step 4: Confirm New Password

Re-enter your new password to confirm.

Step 5: Save Changes

Click Update Password or Save.

You'll receive a confirmation email.

Password Requirements

ProcessX requires passwords that meet these criteria:

Requirement	Status
Minimum 8 characters	Required
Uppercase letter	Required
Lowercase letter	Required
Number	Required
Special character	Recommended

Strong Password Examples

Tr@vel2025!SA
MyBusiness#2024
Exp3nses@Work

Weak Password Examples

password123 (too common)
12345678 (no letters)
business (too simple)

Forgot Your Password?

If you've forgotten your password:

Go to the login page

Click Forgot Password

Enter your email address

Check your email for reset link

Click the link (valid for 24 hours)

Create a new password

Password Reset Not Arriving?

If you don't receive the reset email:

Check your spam/junk folder
Verify you entered the correct email
Wait a few minutes and try again
Contact support if issues persist

Additional Security

Two-Factor Authentication (2FA)

Add an extra layer of security:

Go to Settings > Security

Enable Two-Factor Authentication

Scan QR code with authenticator app

Enter verification code

Save backup codes securely

Session Management

View and manage active sessions:

Go to Settings > Security

View Active Sessions

Click Log Out on unknown devices

Click Log Out All Devices if concerned

Login Notifications

Enable alerts for new logins:

Get notified of new device logins
See login location and time
Quickly detect unauthorized access

Best Practices

Use unique passwords: Don't reuse passwords across sites

Use a password manager: Tools like 1Password, LastPass

Enable 2FA: Adds significant security

Don't share passwords: Each user should have own account

Update regularly: Change passwords periodically

If You Suspect Unauthorized Access

Take immediate action:

Change your password immediately

Log out all devices

Review recent activity

Enable 2FA if not already

Contact support if data was affected

Team Member Passwords

If you're an account admin:

You cannot see team passwords
You can reset team member access
You can remove team members
Each member manages their own password

Last updated: March 2025