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Account Guide

Login Options

Sign in with email and password, Google sign-in, password reset, or admin-supported verification.

Start steps Field guide

Login Screen

1 Email Login Use the verified account email and password.
2 Google Use Google sign-in only if the Google OAuth redirect URI is configured.
3 Recovery Use forgot password or resend verification where needed.
The login screen should keep the primary email/password path clear and show Google sign-in only when OAuth is configured.

Step By Step

Follow these steps in order. Each step is written for a first-time user and avoids accounting jargon where possible.

  1. Open login

    Go to Sign in from the public site or open /login directly.

    Open full instructions
    cherrybank.money/login-options/step-1
    Step 1 visual

    Open login

    Go to Sign in from the public site or open /login directly.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  2. Use email and password

    Enter the verified email address and password, then submit. If the account is locked, contact the admin.

    Open full instructions
    cherrybank.money/login-options/step-2
    Step 2 visual

    Use email and password

    Enter the verified email address and password, then submit. If the account is locked, contact the admin.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  3. Use Google sign-in

    Click Sign in with Google only where it is enabled. If Google shows redirect_uri_mismatch, the Google Cloud OAuth redirect must be corrected for the live domain.

    Open full instructions
    cherrybank.money/login-options/step-3
    Step 3 visual

    Use Google sign-in

    Click Sign in with Google only where it is enabled. If Google shows redirect_uri_mismatch, the Google Cloud OAuth redirect must be corrected...

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  4. Recover forgotten password

    Use Forgot password, enter the account email and follow the email reset link or code. Email delivery uses Brevo where configured.

    Open full instructions
    cherrybank.money/login-options/step-4
    Step 4 visual

    Recover forgotten password

    Use Forgot password, enter the account email and follow the email reset link or code. Email delivery uses Brevo where configured.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  5. Resolve unverified accounts

    If login is blocked by missing verification, resend the verification code or ask admin to verify the user manually.

    Open full instructions
    cherrybank.money/login-options/step-5
    Step 5 visual

    Resolve unverified accounts

    If login is blocked by missing verification, resend the verification code or ask admin to verify the user manually.

    A dedicated training visual for this step, focused on the exact action the learner should complete.

Fields To Check

These fields matter most for this workflow because they affect records, reports, reminders or customer-facing documents.

Field Why It Matters
Email/password Standard login path for all account types.
Google OAuth Convenience login that depends on correct Google app redirect settings.
Verification status Controls whether a registered user can enter the workspace.

Tips

Use these checks when something does not look right or the user cannot complete the workflow.

  • Do not create duplicate accounts when verification fails. Resend verification or use admin verification instead.
  • If Google login fails, fix the OAuth redirect in Google Cloud Console before retesting.

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