On this page you will find all the information to manage your own user data and password and - if you are Admin - to invite and manage other MyCodabox users within your organization.


Manage your personal MyCodabox user data


You are a new Codabox client and your office doesn't have access yet to MyCodabox?

Codabox will send an invitation email, allowing the first MyCodabox user to get access for your accounting office. 

Click on the link in the email and follow the procedure: you will be asked to enter a password (your email address is already registered and read-only).


Change or reset your password

Have you forgotten your MyCodabox password and do you need to reset it, or would you simply like to change it?

Change your password
  1. Go to MyCodabox.
  2. Click on your username (your email address) and select Change my password.Change your MyCodaBox password
  3. Enter your current password, choose your new password and confirm by clicking on Change my password.

Enter a new MyCodaBox password


Forgotten password?

Reset your password:

  1. Go to the MyCodabox login page and click Forgot your password?
    MyCodaBox password forgotten
  2. Enter your email address and click Reset my password.
    Reset MyCodaBox password
  3. You will then receive an email with a reset button valid for 1 hour.                               


Change your own user data (name)
If necessary, you can change your first name and surname. 
  1. In MyCodabox, click on your user name (your email address) and select Personal info.Manage your personal info in MyCodaBox
  2. Edit the fields and click Save changes.
    ✘Your name cannot contain numbers or symbols.
    Change your name in MyCodaBox
Extra security for your account?

In MyCodabox, you can enable two-factor authentication: that way, your account will be extra secure! 

Read all about it here.

Activate two-factor authentication in MyCodaBox



Manage and invite other MyCodabox users (Admin)


Managing other MyCodabox users is only possible if you have Admin access (your accounting office decides who is Admin or not). You will then see this option in the menu bar at the top:
Manage MyCodaBox users


Give access to a colleague(s)
MyCodabox is accessible to all employees of your office.

Two types of access to MyCodabox:

  • User: Has access to this organization's environments and can manage all of the organization's companies 
  • Admin: Has access to this organization's environments, can manage all of the organization's companies AND has access to the Administration menu, to manage/invite MyCodabox users


You are Admin in MyCodabox and would like to invite a colleague?

  1. Go to your Organization > MyCodabox > Administration > Manage users.
    (the Administration menu is visible only to Admins)Manage MyCodaBox users
  2. In the Manage users window, click Invite user.Invite a user in MyCodaBox
  3. In the invitation pop-up, enter your colleague's (professional) email address, use the switch to select the type of user access to MyCodabox and confirm with the Invite user button.Invite a user to join your Organization in MyCodaBox


An overview of all MyCodabox users
Via the top menu in MyCodabox, under Administration > Manage users, you will find an overview of all the MyCodabox users of the organization. 
The search field allows you to search for a specific user (by email address or name). 
Using the black arrows ↑ ↓ you can sort the list according to your preference. 


The various statuses of invited users and possible actions
StatusStatus descriptionPossible actions
ActiveThis person has an active MyCodabox account
  • Change the type of access
  • Revoke access (delete user)
  • Revoke your own access
Admin switch: choose the type of accessTrash icon: delete the userMyCodaBox manage users: leave organization
Invited

An email has been sent to sign up for an account or to accept the invitation to MyCodabox
  • Change the type of access
  • Resend the invitation
  • Revoke the invitation (delete user)
Admin switch: choose the type of accessResend icon: send the invitation againTrash icon: delete the user
Invitation expiredThis person did not sign up for an account or accept the invitation to MyCodabox on time: you can resend or revoke the invitation
  • Resend the invitation (the invitation expires after 14 days)
  • Revoke the invitation (delete user)
Resend icon: send the invitation againTrash icon: delete the user 


Delete a user
Via the top menu in MyCodabox, go to Administration > Manage users.
MyCodaBox manage users: delete user Find the user in the list and click on the thrash-icon in the rightmost column next to this user.
This user will no longer have access to the organization and linked environments you’re managing in MyCodabox.


Do you want to cancel your own access to the organization (= leave the organization)?
MyCodaBox manage users: leave organization Click on the icon 'leave organization' in the rightmost column next to your name.
Note: you will no longer have access to the details in MyCodabox. You cannot undo this action. You can however ask another Admin user to invite you again.



Manage MyCodabox users (Admin): Troubleshooting


I invited my colleague but the invitation email got lost. How can I send a new one?
Please ask your colleague to check their spam folder in case the email ended up there.
Codabox automatically sends a reminder after 4 days and after 10 days.
→ You can also resend the invitation via the top menu of MyCodabox, under Administration > Manage users > Actions menu > Then click on the resend invitation icon.Resend a MyCodaBox invitation


Can I change the name of a user?
Currently, it is not possible to change the first or last name of a MyCodabox user. 
→ You can, however, ask the user to make this change in MyCodabox. See these instructions. 


Can I change the email address of a user?
Currently, it is not possible to change the email address of a MyCodabox user. 
→ You can, however, delete the existing account with the outdated or wrong email address and invite the person again with the correct email address.


Can I limit a user's access to an environment?
Currently, it is not possible to limit the users' access to a specific environment. 
Once invited to an organization, a MyCodabox user will by default have access to all environments that are linked to the organization.


How can I access another accounting office's company list (e.g. merger)?

Example: 

You're about to merge with another office, but for the time being you'll continue to exist under separate company registration numbers.

Do you already have a MyCodabox account for your office (e.g. jan.jansen@office.be)? The other office can give you access to their organization's MyCodabox.

How?

The other office sends an invitation to jan.jansen@office.be from their MyCodabox, so that you can also access this organization in MyCodabox.


Do you have any questions? We'll be happy to answer them via helpdesk@codabox.com