Detailed Instructions
This page expands the selected step into a full training lesson. Read it once, then perform the action in CherryMoney.
What to do
Enter the verification code from email. Use resend verification if the email does not arrive. If email delivery fails, an admin can manually verify the user from the backend.
Before you start
- Make sure you are signed in to the correct CherryMoney organisation.
- Check your user role has access to this area.
- Keep the source information ready before saving the record.
How to complete it
- Open the menu area named in the step.
- Enter the required information carefully.
- Review the values before clicking save, create, approve or submit.
- Reopen the record once to confirm it displays correctly.
What success looks like
- The record is saved without an error message.
- The item appears in the list, dashboard, report or workflow queue.
- Any linked VAT, payment, client, expense or compliance fields remain visible after refresh.
Fields To Check
These fields affect this workflow and should be checked before saving.
| Organisation type | Controls the bespoke onboarding path and which UK finance workflows are shown. |
|---|---|
| Used for login, verification, password reset and account notifications. | |
| Company name | Creates the first workspace identity shown in the dashboard. |
Tips
Use these checks if the saved record does not look right.
Tip
Use the same email consistently. Duplicate email errors mean the account still exists somewhere, even if it is locked or unverified.
Tip
If no verification email arrives, check Brevo delivery first and then use admin manual verification.