Log into the app / connect account
When you log in to the app for the first time, you need to provide certain information so that we can display your account in the app and enable you to use it. This article explains how you can log in to the app for the first time.
If, after thoroughly reading this article, you're still unable to log in to the app, please contact the application administrator within your organization.
Environment Name
To start, you need the name of your environment, the environment name. This is the part of the URL in the link: [environment name].spend.cloud when you log in to Spend Cloud on your computer. In most cases, this is the name, or a portion of the name, of your organization. Make sure to use the correct spelling. If you genuinely don't know the environment name (even after asking colleagues), you can click on 'I don't know the name of my environment'. By clicking this, you can enter your email, and we'll send you a list of all environments associated with your email.
Adding an Account
Once you know your environment name, you can start logging into the app for the first time from the welcome screen. Follow these steps:
- Tap the 'Get Started' button at the bottom of the screen.
- Enter your organization's environment name.
- Choose 'Next'.
We'll now check if your organization uses Single Sign-On for login. If it does, this step will allow you to scan a QR code using your phone's camera. If not, you can log in with your email and password. In that case, follow steps 4 and 5:
4. Enter your email address and choose 'Next'.
5. Enter your password and choose 'Login'.
If you've forgotten your password, you can indicate this by selecting 'I forgot my password'. A verification code will then be sent to your email address. You can use this code to log into the app. After logging in, you can choose to set a password again if desired.
6. Scroll down in this article to the section titled 'Access Code'.
Logging in with SSO (Single Sign-On)
If your organization uses Single Sign-On, you need to log in by scanning a QR code.
To scan the QR code, you need to log in to the web version of Spend Cloud. You should do this on a computer so that you can scan the QR code with your phone's camera.
After entering your environment name, you'll be directed to a screen where you can scan the QR code. The app will request permission to use your phone's camera for this purpose. Grant this permission.
The QR code can be found in the web version of Spend Cloud. It's recommended to log in via a computer. Once logged in, click on your name in the upper-right corner, then select 'My Profile' from the dropdown menu. Scroll down on this page to find a QR code. Hold your phone in front of the computer screen to scan the QR code.
From the moment you open the web page with the QR code, the code is valid for 60 seconds. If the QR code doesn't work, try refreshing the web page and scanning the code again.
Once you've scanned the code, you'll be logged in, and you can protect your account with a self-created access code.
Setting an Access Code
After logging in, you'll see a screen where you need to set an access code. After entering a numeric combination, you'll need to confirm it by entering it again.
With this access code, you can log into the app in the future. You won't need to go through the above steps every time you open the app. You do this once, and from then on, you can log in using the access code you've provided.
If you make iDEAL payments, this access code will also be used to verify these payments.
You can always change the access code after logging in. You can do this in the app under the 'Settings' menu item.
You are now logged into the app and can perform your pending actions through the dashboard.
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