Account & Authentication
Manage your ccMonet account: sign up, sign in, security verification, and personal settings. One account can join multiple [organizations](organization) and switch between them freely.
Account & Authentication
Manage your ccMonet account: sign up, sign in, security verification, and personal settings. One account can join multiple organizations and switch between them freely.
Quick Start
Sign Up
On the App, you do not need to set a password to sign up. Enter your email or phone number, then enter the verification code you receive. The system creates your account automatically. After signing up, you get a Demo organization to explore the features.
Sign In
Open the App. The following sign-in methods are available:
| Method | Description |
|---|---|
| Email code | Enter your email, then enter the 6-digit code sent to your inbox |
| Phone code | Enter your phone number, then enter the 6-digit code sent by SMS |
| Tap the Google button to sign in with your Google account | |
| Apple | Tap the Apple button to sign in with your Apple account (iOS only) |
Before your first sign-in, you must check the privacy policy checkbox. If you tap a sign-in button without checking it, a privacy policy dialog appears. Tap "I Agree" to continue with the sign-in process automatically.
About email input: Emails are not case-sensitive, and leading or trailing spaces are ignored automatically. For example,
Alice@Example.com,alice@example.com, andalice@example.comall sign in to the same account.
Detailed Guide
Sign Up & Sign In
Verification Code Sign In (OTP)
Entry: Open the App > Sign-in screen
- Use the segment control to choose email or phone number
- Enter your email or phone number
- The system sends a 6-digit code (via email or SMS)
- Enter the code in the verification dialog to sign in automatically
If the email or phone number is not yet registered, the system creates an account for you and signs you in. No separate sign-up step is needed.
Codes are valid for 10 minutes. You cannot resend for the same purpose within 1 minute.
When you tap "Resend", if the previous code has not expired yet, you will receive the same code again instead of a new one, so no code is wasted. A new code is only sent once the previous one has expired. This same rule also applies to codes sent when binding an email/phone number or deleting your account.
Not receiving the SMS code? For security reasons, some regions may temporarily be unable to receive SMS codes if the account is not yet registered. Please try again later or sign in by email instead, and contact support if you continue to have trouble receiving codes.
Google Sign In
Entry: Open the App > Tap the Google sign-in button
Sign in through the Google native SDK. After authorization, you are returned to the App's main screen.
Apple Sign In (iOS Only)
Entry: Open the App > Tap the Apple sign-in button
Sign in through the Apple native SDK.
Before signing in, the App checks for a VPN connection. If a VPN is detected, a network error message may appear.
Last Signed-In User
The App remembers the last signed-in user's information, including avatar, name, and sign-in method. The next time you open the App, this user is shown on the sign-in screen. Tap to quickly sign in again using the same method.
Personal Settings
View & Edit Personal Profile
Entry: App > Side menu > Settings > Personal Settings
| Field | Description |
|---|---|
| Avatar | Saved immediately after upload |
| Name | Display only, cannot be changed here. An administrator can change it in Member Management |
| Shows your email if bound; shows a "Bind" button if not | |
| Phone | Shows your phone number if bound; shows a "Bind" button if not |
Bind Email / Phone Number
Entry: App > Side menu > Settings > Personal Settings > "Bind" button
- Tap the Bind button and enter the email or phone number you want to bind
- Enter the verification code you receive to complete binding
One account can bind one email and one phone number at the same time.
Theme Mode
Entry: App > Side menu > Settings
Switch between dark mode, light mode, or follow system settings.
Language
Entry: App > Side menu > Settings
Change the App's display language.
Leave Organization
Entry: App > Side menu > Settings > Personal Settings > "Leave Organization"
After leaving, you will no longer be able to access any data in that organization. A confirmation dialog appears before the action is carried out.
If you are the only owner of the organization, you must first transfer ownership to another member or add a new owner.
Delete Account
Entry: App > Side menu > Settings > Personal Settings > "Delete Account"
Permanently deletes your account. You must enter a verification code to confirm your identity. After deletion:
- Your membership in all organizations is removed
- Your personal profile data is cleared
If you are the only owner of any organization, you cannot delete your account. You must first add another owner or delete that organization.
Multi-Organization Management
View My Organizations
Entry: App > Side menu > Organization switcher
The system lists all organizations you belong to.
Switch Organization
Tap the organization switcher in the side menu and select the target organization. All your actions then take place in that organization's context. After signing in, the App automatically switches to the last organization you used. If that organization is no longer available, the first one in your organization list is shown.
Create a New Organization
Entry: App > Organization list > "Create New Organization"
See Organization Management for the detailed process.
Quick Reference
Sign In Methods by Platform
| Method | iOS | Android |
|---|---|---|
| Email code | Supported | Supported |
| Phone code | Supported | Supported |
| Supported | Supported | |
| Apple | Supported | Not supported |
Verification Code Specs
| Item | Value |
|---|---|
| Code length | 6 digits |
| Validity | 10 minutes |
| Resend cooldown | 1 minute (same purpose) |
| Resend behavior | If the previous code has not expired, resending reuses the same code; a new code is only generated after the previous one expires |
Device Trust Duration
| Item | Value |
|---|---|
| Duration | 30 days |
After a successful code verification, the system marks the current device as trusted. Within this period, the same device does not need an extra code when signing in again.
Common Scenarios
The system says my email is already registered? That email already has a ccMonet account. Sign in directly using that email.
I cannot receive the verification code?
| Possible Cause | Solution |
|---|---|
| Code was caught by spam filter | Check your spam or junk folder |
| Resent too quickly | Wait for the 1-minute cooldown and resend |
| Wrong phone number | Check the phone number format, including the correct country code |
| Region temporarily unsupported (unregistered account) | For security reasons, some regions temporarily restrict SMS codes to unregistered accounts. Sign in by email instead, or contact support |
Can I bind both an email and a phone number? Yes. One account can bind one email and one phone number at the same time. After binding, both can be used to sign in and receive verification codes.
How do I change my bound phone number? Changing your phone number requires the computer -- it is not yet supported on the App. Open ccMonet on your computer and tap "Change" next to the Phone field in Personal Settings.
How do I switch to another organization? Tap the organization switcher in the side menu and select the target organization. One account can belong to multiple organizations.
My name is wrong. How do I change it? The name field in Personal Settings cannot be edited directly. Ask an organization administrator to change it in Member Management.
I want to delete my account but get an "only owner" message? You are the only owner of an organization. You must first make another member the owner, or delete the organization, before you can delete your account.
The following features are only available on the computer: Password sign-in, password reset, Microsoft sign-in, Xero sign-in, and changing a bound phone number.
If you have other questions, please contact our support team.
Organization Management
An organization is the unit that holds all business data in ccMonet. You must be in an organization to use any features. On the App, you can create organizations, edit basic information, and switch between organizations.
Integration Settings
Connect QuickBooks accounting software and link your Lark/Feishu account on the App for contact matching, category mapping, bill export, and expense claim approval sync.