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Get back into your account with its saved code

Reset a local Trimsum password using the saved recovery code, retain workspace data and save the replacement code issued after recovery.

Account recovery uses the email address that identifies your local account and the recovery code saved at signup or created later in Account. The process sets a new password, replaces the old code and signs out earlier sessions. It preserves the account’s workspaces rather than creating an empty replacement account.

The useful part

Use the latest saved recovery code, then save the new code issued after a successful reset. This edition has no email password-reset delivery.

Choose the appropriate route back in

If you know the current password, log in normally and use Account to change it or create a new recovery code. If you have forgotten the password but retained the code, use Recover your account on the login page. Both routes require this installation’s local server to be running. An account created in another copy of the project will not automatically appear here merely because the website branding and email address are the same.

Reset with the email and saved code

Check the saved code belongs to the same email address and installation. Do not enter a workspace backup filename or an older code that has already been replaced. An unsuccessful attempt does not mean the account’s business records should be deleted or recreated. Read the returned error before trying again.

  1. On the login page, choose Recover your account.
  2. Enter Email address and the latest Recovery code for that account.
  3. Enter a New password of at least 12 characters.
  4. Choose Reset password and wait for the result.

Save the replacement before leaving

Successful recovery opens Keep your way back in with a new code. Use Save recovery code or record it privately, confirm I’ve saved my recovery code and choose Open my workspace. The previous code is no longer valid, and previous sessions have been signed out. The new code is displayed for you to preserve now; it cannot be retrieved later from the ordinary account page. Update your private record so the next recovery uses the current value.

What successful recovery changes
ItemResult
PasswordReplaced with the new value
Old recovery codeInvalidated
Earlier sessionsSigned out
Workspaces and completed runsPreserved
New recovery codeMust be saved now

Replace a code while you still know the password

Open Account and find A way back in. Enter Confirm your current password and select Create a new recovery code. Save the once-shown value with Download recovery code or your private record, tick I have saved this code somewhere private, then choose I’ve saved it. Hide code. Creating a replacement immediately invalidates the previous code and signs out other sessions. Keep the new value outside the files you routinely share with a client or bookkeeper.

Review the remaining account access

Account also lists Where you’re signed in, with This session and any Other session entries. Use Sign out beside another session or Sign out all other sessions to revoke the others while retaining the current one. Change password requires the current and new passwords and also signs out other sessions. These entries describe sessions on this Trimsum server, not a verified device inventory. Their times follow the browser’s timezone, which may differ from the timezone used in your business records.

Know what a workspace backup cannot recover

A workspace backup restores business data into an accessible account workspace; it does not reveal or reset the original account password. If you have neither the password nor a valid recovery code, this edition provides no email reset or identity-verification recovery service. Preserve the installation and any exported backups rather than deleting files in an attempt to unlock them. If you are still signed in and know the password, create a new private recovery code before losing that access.

Put it to work.

Use the email address and latest recovery code for this local account.

Open account recovery

A record you can check.
A number you can explain.

Explore a sample run