Account and Security
Logging in, passwords, permissions and data privacy.
- Logging inSign in at the login page with your email and password.
- Password recoveryUse Forgot password to receive a reset link by email, then choose a new password.
- Workspace permissionsWorkspaces have owners, admins and members. Owners and admins manage billing; members can view the plan but not change it.
- Managing businessesAdd, edit and switch between businesses on the Businesses page; each business has its own data source selections.
- Disconnecting integrationsDisconnect Google or QuickBooks from the Integrations page; Valtrivo deletes the stored access and stops requesting data.
- Data privacyValtrivo has read-only access to your connected data, encrypts stored credentials and scopes all data to your workspace.