Users can manage their own email, password & preferences from the User Settings window. The window can be opened by going to File > User Settings.
User Information tab
Logon ID - 3 character ID used to login to Acctivate, Admin Only
Password - for Logon ID, encrypted once saved, case sensitive
Email - email used in From field when sending emails from Acctivate
- Must match the address configured under Email Settings or configured email must have permission to send from this address.
- When configuring Email Settings under Personal, it is recommended to leave this field blank to allow the address to auto- populate.
BCC Address - automatic BCC for emails, Admin Only
Msg Address - used only when the Send Msg option is enabled for Business Activities
Email Signature - Automatically added to emails sent from Acctivate
Salesperson - associates user with salesperson list when Restrict Access by Salesperson is enabled
Restrict Access by Salesperson - user can only view sales orders associated with their assigned salesperson, Admin Only
Email Settings - configure email to send from Acctivate
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From company - user email is from company email address, configured by Admin
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Personal - user may connect their individually assigned email address for Gmail, Microsoft 365 or SMTP
Preferences
Startup Options - Controls which windows automatically open when starting Acctivate
- Business Alerts
- Dashboard
- Activity Scheduling
- Business Activity Manager
- Sales Order Manager
- Purchase Order Manager
Popup Windows - Controls if Popup Alerts show after a given action in Acctivate
- Sales Contract available
- Confirm exit when closing Acctivate
- Business Activity Review deprecation
- Warn about non-editable fields on completed orders
- Warn that eChecks can only be processed on the Payment window