MOAS
WebsiteApplication
  • ✨Our features
  • Overview
    • ⏩Getting Started
  • Group page
    • Details
      • Contact
      • Details
      • Employment & ID
      • Notes
    • Financial Data
      • Assets & Liabilities
      • Entities
      • Income
      • Insurance
      • Salary packaging
      • Estate planning
    • Property & Finance
      • Property
      • Loans
      • Data verification
    • Advice
      • Advice
      • Goals
      • Historical
    • Tasks
    • Fees
      • Fees
      • Advice agreement
    • Settings
  • Advice
    • Dashboard
    • Advice process
      • Data verification
      • Advice agreement
      • Confirmation
  • Modelling
    • Modelling
      • Models
    • Scenarios
    • Calculations
  • Documents
    • Themes
    • Templates
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    • Page Content
      • Styling text
      • Mention
  • Tasks
    • Overview
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    • Teams & Tags
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  • Advanced Search
    • Advanced search
  • Admin
    • Teams
    • Users
    • Settings
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On this page
  • Logging in
  • Creating a group
  • Updating your details
  • Resetting your password
  • Setting a Profile Picture
  1. Overview

Getting Started

Logging in and your first time in MOAS.

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Last updated 5 months ago

Logging in

Logging into MOAS is simple. Once your organisation has created you a user account you will receive an email to verify your account and set a password.

Next time you go to the login screen you will be required to put in you email and password - followed by a one-time code sent to your login email address. This will be required each time you log in.

If you didn't receive an email in your inbox - check your spam folder.

Creating a group

Creating a group in MOAS is easy - On the searchbar on the home page you can click the plus button to add a group.

Every new MOAS login is set up with a test group Smith Test Group. You can get to it by typing into the searchbar on the home page or navigation bar.

Updating your details

Users can update personal, employment and password details by navigating to the settings page. The link to the settings page is found in the main menu.

Resetting your password

Passwords can be reset by either selecting “forgot password” on the login screen or by navigating to the Settings → Security. One the forgot password or change password link is selected, you will receive an email inviting you to reset your password.

Setting a Profile Picture

Users can set a profile picture by navigating to the settings menu and selecting the “Personal Details” sub tab. At the top of the “Personal Details” card you will see a prompt to upload a profile picture (see below).

Images must be 150px x 150px and can be either PNG or JPG.

Once you have a group you can add all their details via the or get straight into the .

⏩
Group page
advice generating process
An example of adding a new group