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Creating a business account

Setup runs register, confirm email, confirm phone, then two-step verification. The dashboard stays locked until all of it is done.

Updated · Read 4min · Applies to v2026.08

The sign-in screen is different from the personal one

Business accounts use a dedicated business sign-in screen. Business credentials will not work on the personal screen. See Personal vs business accounts.

The four stages

  1. 01RegisterBusiness name, contact details, email address and password.
  2. 02Confirm your emailEnter the code that arrives by email.
  3. 03Confirm your phone numberEnter the code that arrives by SMS.
  4. 04Two-step verificationWhen enabled, a code is required each time you sign in.
Nothing works until all of it is done

If the email, phone or two-step stage is incomplete, you cannot reach the dashboard or any feature screen. Being returned to a confirmation screen means one of them is outstanding.

Confirming your email

A code is sent immediately after registration. Use the resend button if it does not arrive.

CheckWhat to do
Spam folderMark the message as not spam
Corporate mail filteringCompany domains often filter aggressively — ask your IT team
Typo in the addressRegister again, or contact support

Corporate mail systems filter far more aggressively than personal ones, and that accounts for most missing codes.

Two-step verification

Business two-step verification uses email approval followed by SMS confirmation.

  1. Approve by email

    Request it from the settings screen; an approval code is sent to your registered address.

  2. Confirm by SMS

    After the email step, a code is sent to your registered phone number. Entering it completes the setup.

Watch out when staff change roles

Codes go to one individual's email address and phone number. If that person leaves or moves on, nobody can sign in.

Update the contact details in the profile settings before the handover. Doing it afterwards takes considerably longer.

Resend is not available immediately — wait before pressing it. Pressing repeatedly does not send additional codes.

Forgotten password

From the business sign-in screen, choose "Forgot your password?" and enter your registered address. Enter the code you receive, then set a new password.

About sharing passwords

Sharing one business account between several people is not recommended, because you lose track of who did what. Use employee accounts to distribute funds instead.

Changing your profile

Business name, contact person and contact details can be changed in the profile settings. Your email address and phone number also receive two-step codes, so confirm you can receive on them after any change.

Some fields become fixed after business verification (KYB). Request those changes through a support ticket.

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