Signing in

To access your Monitr workspace and manage your financial data, you'll need to sign in with your account credentials.

Signing in with email and password

1. Go to app.monitr.be
2. Enter your email address
3. Enter your password
4. Click Sign in

If you've entered incorrect credentials, you'll see an error message: "Incorrect username or password". Verify your email and password, and try again.

If you've forgotten your password, click the Forgot password? link to reset it.

Signing in with Microsoft (SSO)

If your organisation has Microsoft SSO enabled, you can sign in using your Microsoft account.

1. Go to app.monitr.be
2. Click Sign in with Microsoft (visible below the email/password fields)
3. You'll be taken to Microsoft's login page
4. Enter your Microsoft account credentials
5. Review the permissions Monitr is requesting and accept them
6. You'll be returned to Monitr and signed in automatically

Using Microsoft SSO makes it easier to manage a single set of credentials if you're already using Microsoft 365.

SSO availability

Microsoft SSO is not enabled by default. If you don't see the Sign in with Microsoft option, contact your Monitr administrator to enable it for your organisation.

Two-step verification

If you have two-step verification (MFA) enabled on your account, you'll need to provide a code from your authenticator app after entering your email and password.

1. Enter your email and password as usual.
2. You'll be taken to the Two-step verification page.
3. Open your authenticator app (such as Microsoft Authenticator, Google Authenticator, or Authy).
4. Find the 6-digit code for your Monitr account.
5. Enter the code into the Two-step verification code field.
6. Click Sign in.

If you enter an incorrect code, you'll see an error message. Check your authenticator app again and try with a fresh code (codes refresh every 30 seconds).

Setting up two-step verification

When signing in, you may be prompted to secure your account with two-factor authentication if it is not yet configured.

1. When the Secure your account with two-factor authentication prompt appears, click Set up now (or Not now to postpone setup).
2. On the Set up your authenticator app screen, scan the displayed QR code with your authenticator app (or enter the secret key manually).
3. Open your authenticator app and enter the 6-digit verification code.
4. Click Confirm and enable.
5. On the Save your recovery codes screen, store your backup codes safely. You can click Copy to copy them to your clipboard or Download to save them as a text file.
6. Click Finish to complete setup and access your workspace.

Using a recovery code

If you lose access to your authenticator app, you can use one of your backup recovery codes to sign in:

1. On the Two-step verification page, click Use a recovery code instead.
2. Enter your recovery code in the Recovery code field.
3. Click Sign in.

You can switch back to your authenticator app at any time by clicking Use your authenticator app instead.

Trusting a device

When signing in with two-step verification, you can choose to skip verification prompts on your current browser or device for 30 days:

1. On the Two-step verification page, check the Trust this device for 30 days option.
2. Enter your verification code and click Sign in.

While a device is trusted, subsequent sign-ins from that device will only require your email and password. You can view and manage your trusted devices, or remove trust from any device, at any time from your account profile settings.

Authorizing external applications

When an external application requests access to your Monitr data, you are directed to an authorization page to review and grant permissions.

1. When initiated from an external service, you arrive at the Authorize access screen.
2. Verify the requesting application name and the account shown under Signed in as. If you need to switch accounts, click Not you?.
3. Review the list of organisations the application will access.
4. Under Access level, select your preferred permission mode:
   • Read-only — View your data without making changes.
   • Full access — View and make changes to your data (only available for organisations where you have write access).
5. Click Allow access to approve the connection and return to the application, or click Cancel to abort.

If an authorization link has expired or your account lacks eligible organisations on a supported plan, an error message is displayed indicating that the request cannot be continued.

Resetting your password

If you can't remember your password, you can reset it:

1. Click the Forgot password? link on the sign-in page.
2. On the Forgot password page, enter the email address associated with your account in the Email field.
3. Click Reset password.
4. Check your email for a password reset link. We'll send an email to the address you provided with instructions on how to reset your password.
5. Click the link in the email to go to the password reset page. This link expires after a short time.
6. On the Reset password page, your email address will be pre-filled and cannot be changed.
7. Enter your new password in the Password field.
8. If two-step verification is enabled for your account, an additional Two-step verification code field will appear. Enter the 6-digit code from your authenticator app.
9. Click Reset password.

After resetting your password, return to the login page and sign in with your new credentials.

Troubleshooting login issues

Check the following if you can't sign in:

• Email address: Verify you're entering the exact email address you used when creating your account.
• Password: Your password is case-sensitive. Check that Caps Lock is not on.
• Two-step verification: If enabled, ensure you have access to your authenticator app or recovery codes, and that your device clock is synced (authenticator apps rely on accurate time).
• Microsoft SSO: If signing in via Microsoft fails, check that your Microsoft account email matches the email address registered with Monitr.

If you're still unable to sign in after checking these items, contact Monitr support for help recovering your account.