Account Setup

Two-Factor Authentication (2FA)

• Required for logging in and making payments
• Uses a 6-digit code that changes every 30 seconds
• Can be set up using:
  • Google Authenticator on mobile
  • Desktop authenticator app for staff without company phones
  • Other compatible authenticator apps

Access Levels

• Delegate access: Can add payees and view accounts but cannot make payments
• Full access: Can add payees, view accounts and make payments

Integration with CRM Systems

• Full integration available with agentOS
• Contact [e-mail] to discuss integration options for other CRM systems

Adding Users

• Only account holders can request new users
• Required information for new users:
  • Full name
  • Email address
  • Access level required
• For full payment access, additional security verification is required

Account Structure

You can have both a Modulr and Griffin account:

Modulr Account (CalmonyPay)

• Acts like PayPal/GoCardless for receiving payments
• Automatically empties into Griffin account daily
• Ideal for card payments and standing orders

Griffin Account

• Main client bank account
• Receives auto-swept funds from Modulr
• Used for making payments to landlords and contractors

Auto-Sweep Setup

• Automatically transfers funds from Modulr to Griffin daily at 3pm
• Ensures compliance with client money regulations
• Keeps all client funds in one place
• No action needed - transfers happen automatically

Reconciling Auto-Sweeps

• AgentOS users: Use control account "Transfers from CalmonyPay to Client Bank Account"
• Other CRM users: Need to split sweep amount into original payment breakdown
• Sweeps appear as single transactions representing total daily balance

Bank Details

• Find your account details under the Accounts tab/Bank Accounts
• Account number and sort code displayed at top of screen
• Account name format: "[Company Name] Client Account" or "[Company Name] CA" for Griffin
• Name format for Modulr: "[Company Name] CalmonyPay"

Security Best Practices

• Never share 2FA codes
• Keep authentication app secure
• Change passwords regularly
• Log out when not using the system
• Contact support immediately if you suspect any security issues

Password/Authenticator Reset Procedures

• Single item reset (password OR authenticator code): Email verification required
• Multiple item resets: Account holder confirmation needed
• Full reset of credentials: Video call verification and security questions required
• Contact your account holder to initiate any reset process

Where to Find Help

• System access issues: Contact [e-mail]
• Password/login problems: Contact your account holder
• Training needs: Request a system walkthrough
• Response within 1 working day

For detailed information about system navigation and features, see our Daily Operations guide.