Login and Access to Back-office/Admin System

This guide explains how to access the SavvyMoney back-office system and manage user authentication.

Accessing the System

Login URL

Your institution will provide you with a unique URL to access the SavvyMoney back-office system. The URL format is typically:

https://[your-institution].savvymoney.com/admin

Login Credentials

To log in, you will need:

• Username - Your assigned username or email address
• Password - Your secure password

First-Time Login

If this is your first time logging in, you may be prompted to:

1. Set a new password
2. Configure multi-factor authentication (if enabled)
3. Accept terms of service

Authentication Methods

Standard Login

1. Navigate to your institution's SavvyMoney login page
2. Enter your username/email
3. Enter your password
4. Click Sign In

Multi-Factor Authentication (MFA)

If your institution has enabled MFA:

1. After entering credentials, you'll be prompted for a second factor
2. Enter the code from your authenticator app or SMS
3. Click Verify to complete login

Single Sign-On (SSO)

Many institutions integrate SavvyMoney with their existing identity provider:

• SAML Integration - Click your institution's SSO button
• Automatic Redirect - You may be automatically authenticated if already logged into your corporate network

User Roles and Permissions

Access to features within SavvyMoney is controlled by user roles. Common roles include:

Role	Description	Typical Permissions
Administrator	Full system access	All features, user management, configuration
Manager	Department oversight	View all applications, approve/deny, reporting
Processor	Application processing	Work applications, manage stipulations, basic actions
Viewer	Read-only access	View applications and reports only

Role Assignment

Your administrator assigns roles based on your job responsibilities. Contact your admin if you need different access levels.

Session Management

Session Timeout

For security, sessions automatically expire after a period of inactivity:

• Default timeout: 30 minutes of inactivity
• Warning: You'll receive a warning before timeout
• Re-authentication: Simply log in again to continue working

Multiple Sessions

• Users can typically have one active session at a time
• Logging in from a new device may terminate the previous session
• Some institutions allow multiple concurrent sessions

Password Management

Password Requirements

Strong passwords typically require:

• Minimum 8-12 characters
• Mix of uppercase and lowercase letters
• At least one number
• At least one special character
• Cannot match recent previous passwords

Forgot Password

If you forget your password:

1. Click Forgot Password on the login page
2. Enter your username or email address
3. Check your email for reset instructions
4. Follow the link to create a new password

Password Expiration

• Passwords may expire periodically (e.g., every 90 days)
• You'll be prompted to change expired passwords at login
• Plan to update before expiration to avoid disruption

Troubleshooting Login Issues

Common Issues

Issue	Solution
Invalid credentials	Verify username and password; check caps lock
Account locked	Contact administrator; too many failed attempts
Session expired	Log in again; session timed out
SSO not working	Verify corporate network connection; contact IT
MFA code invalid	Ensure time sync on authenticator; try new code

Getting Help

If you cannot resolve login issues:

1. Contact your institution's administrator - For account-related issues
2. IT Help Desk - For SSO or network problems
3. SavvyMoney Support - For system-level issues

Security Best Practices

To keep your account secure:

• Never share credentials - Each user should have their own account
• Use strong passwords - Follow password requirements carefully
• Enable MFA - Use multi-factor authentication when available
• Log out when finished - Don't leave sessions unattended
• Report suspicious activity - Notify admin of any unusual account behavior
• Secure your workstation - Lock your computer when stepping away

Browser Requirements

SavvyMoney works best with modern browsers:

Browser	Minimum Version
Google Chrome	Latest 2 versions
Mozilla Firefox	Latest 2 versions
Microsoft Edge	Latest 2 versions
Safari	Latest 2 versions

Unsupported Browsers

Internet Explorer is not supported. Please use a modern browser for the best experience.

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Once logged in, proceed to the Dashboard Overview to learn how to navigate the system.