This article covers how to set up and log in to the MM App for the first time after downloading and installing it.
1. Open the App
Double-click the MM App shortcut on your desktop or open the app from your start menu.
The MM App will now open to the launcher page.
2. New Profile
Before you can log in, you will first need to connect the MM App to your cloud database by setting up a database profile. Before you do this, you will need:
- Your Cloud ID --this will be provided to you by our customer service team
- Your document storage location (Dropbox, Onedrive, etc) set up on this computer
Once you are ready, click on the New Profile option.
3. Profile Details
Once the New Profile window appears, you must first fill out your database Profile Details by entering the following details
- Profile Description: enter a short name for your database. This description can be anything you want.
- Cloud ID: This will be a code that you have received from our customer service team upon set up of your MM subscription.
4. Document Location
Now, you will need to tell the MM App where you want to store any documents you create. If you have multiple users of the MM App, the location you select should be a shared location via either a network drive or the local folder of a cloud storage service such as Dropbox or OneDrive.
If this is the first time your firm has used the MM App, you will create a new set of folders to store your client documents. If your firm already uses MM and you have access to the client folders, you will need to select Use Existing Folders.
For the Storage Location Option, select where your client documents will be stored.
If you have chosen one of the cloud storage options, MM will suggest a folder location. For most people, this will be sufficient, but you can edit the location if you want to store the documents in a different location.
5. Create
When you have finished entering the relevant details, click Create.
6. Login
You will now be returned to the launcher screen. Click your newly created profile.
The login window screen will now show. Enter your Login Email and the temporary password provided to you as part of your account creation.
Then click Login.
7. New Password
You will now be prompted to create a new password to log in. Please make sure you choose a unique complex password that:
- Is at least 12 characters long
- Contains a mix of letters, characters and numbers
You will prompted to log out and log back in for the new password to be effective.
8. You are Ready
Once you have set your new password, you are ready to relog back in start using MM.