Resetting your password in SMSF Sorted

Resetting your password in SMSF Sorted

Introduction

This article will guide you through the steps to reset your SMSF Sorted password. There are two scenarios, changing the password if the old password has been forgotten, or changing when the old password is known.

How to Reset Password 

Step 1: Go to the SMSF Sorted login page.



Step 2: Click on Forgot Password? link.



Step 3: You will be redirected to the Recover Your Password page where you can enter your registered email, and then click on the Reset Password button.



Step 4: A confirmation message appears letting you know that a reset link has been sent.



Step 5: You will receive the password reset link in a registered email from no-reply@cloudoffis.com.au.  Please check any spam filters if the reset email has not been received.
Step 6: Click the Reset Password button in the email.



Step 7: A new page will open in your browser allowing you to enter a new password, and to confirm the password.   
NOTE: A password strength indicator will appear as you enter the new password. It is recommended that your password contain a mixture of lower and upper case letters, numbers, and one or more special characters such as #, $, etc
Step 8: Click Change Password once the details have been entered.



Step 9: A Password reset successfully message will appear in the lower-left corner of the screen.



You will be returned to the login screen, where you can enter your new login details.

Changing your known password

In circumstances where you believe your password has been breached, or as part of your regular password change routine, you may want to change your password. The following process can be followed whilst logged into SMSF Sorted:

Step 1: Click on your Profile icon in the upper-left of the SMSF Sorted screen, and select My Profile.



Step 2: Click on the Change Password tab.



Step 3: Enter your Current Password, then enter a new password & confirm the password, then click Save.



Step 4: A Password reset successfully message will appear as you are taken back to the login screen to enter your new details.




    • Related Articles

    • Can I add password protected PDFs to SMSF Sorted

      Query Can I add password-protected PDFs to SMSF Sorted? Answer No, not currently. A message will be displayed to advise if the file is protected. You would need to remove the password protection, then upload. NOTE: Once uploaded, you are able to mark ...

    • Setting up MFA in SMSF Sorted

      Overview To provide better login security, we have introduced options for users to add Multi-Factor Authentication (MFA). MFA is not mandatory in the system, and users can opt-in at any time, and disable later if desired. Options Cloudoffis provides ...

    • SMSF Sorted - Getting Started Checklist

      SMSF Sorted - Getting Started Checklist It's easy to get started with SMSF Sorted! We have put together this handy Checklist and a Tutorial Video Series to help you get Sorted. Step 1 - Follow the link in your Welcome Email to activate your SMSF ...

    • SMSF Sorted release 3.1

      Release Contents We are pleased to announce the release of our new data Sync feature which will help maintain data across both SMSF Sorted and Sorted Lite. Accountants and Administrators can now upload and bookmark documents in either Sorted Lite or ...

    • How to Link SMSF Sorted Enterprise to Sorted Lite

      Introduction If you have activated Sorted Lite in Class you can link this to your SMSF Sorted Enterprise portal. Once linked, all users will have access to the Sync feature and will be able to transfer data between Sorted Lite and SMSF Sorted. Note - ...