Modulr User Guides

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Modulr User Guides

Getting Started

Getting Started

Signing up and Setting up the Modulr Portal

Modulr Overview

How it Works

Security

Modulr Portal Setup Types

Businesses

Signing Up to Use Modulr

How to sign up with Sage

Information we ask for at signup

Completing an application invitation from your Delegate

ID verification for shareholders

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Delegates/Accountants

Signing up as a Delegate/Accountant

How to Add Your Clients

Signing up to Modulr Accounts Payable as a Delegate (Accountant/Bureau etc).

Portal Setup and Authenticating Access

Setting up Portal access and Twilio Authy

What do I do when Authy is required?

When to use Authy MFA

Authy Multi-Factor Authentication

Email Verification – Authy Alternative

Authy Desktop App migration