--- title: Updating User Info & Preferences description: Easily update user info, email, change your password, and set personal preferences in Acctivate with these steps. --- [Skip to content](https://hub.acctivate.com/articles/updating-user-info-preferences#main-content) [Go to Customer Portal](https://hub.acctivate.com/tickets?hsLang=en) ![Acctivate - A CAI Solution](https://hub.acctivate.com/hubfs/Images/Logos/acctivate-cai-logo-svg.svg) - [Knowledge Base](https://hub.acctivate.com/articles) Open main navigation Close main navigation - [Knowledge Base](https://hub.acctivate.com/articles) - [Go to Customer Portal](https://hub.acctivate.com/tickets) - [Support Resources / Create Ticket](https://acctivate.com/support) [Support Resources / Create Ticket](https://acctivate.com/support) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://hub.acctivate.com/articles?hsLang=en) 2. [Configuration](https://hub.acctivate.com/articles/configuration?hsLang=en) 3. [Users](https://hub.acctivate.com/articles/configuration?hsLang=en#users) August 25, 2025 # Updating User Info & Preferences ## Learn how to update your personal details, password, and preferences in Acctivate for a personalized experience. 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 ![](https://hub.acctivate.com/hs-fs/hubfs/image-png-Aug-25-2025-04-31-30-6748-PM.png?width=620&height=738&name=image-png-Aug-25-2025-04-31-30-6748-PM.png) **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 - **From company **- user email is from company email address, **configured by Admin** - **Personal **- user may connect their individually assigned email address for [Gmail](https://hub.acctivate.com/articles/send-email-from-acctivate-using-gmail?hsLang=en), [Microsoft 365](https://hub.acctivate.com/articles/connect-acctivate-with-microsoft-access?hsLang=en) or [SMTP](https://docs.acctivate.com/docs/ConfigurationEmail.html#smtp) ### Preferences ![](https://hub.acctivate.com/hs-fs/hubfs/image-png-Aug-25-2025-06-25-14-8903-PM.png?width=557&height=662&name=image-png-Aug-25-2025-06-25-14-8903-PM.png) #### Startup Options - Controls which windows automatically open when starting Acctivate - [Business Alerts](https://hub.acctivate.com/articles/what-is-business-alerts?hsLang=en) - [Dashboard](https://hub.acctivate.com/articles/video-setting-up-the-dashboard?hsLang=en) - [Activity Scheduling](https://hub.acctivate.com/articles/business-activity-service-scheduling?hsLang=en) - [Business Activity Manager](https://hub.acctivate.com/articles/introduction-to-business-activity-manager?hsLang=en) - [Sales Order Manager](https://hub.acctivate.com/articles/introduction-to-acctivates-order-manager?hsLang=en) - [Purchase Order Manager](https://hub.acctivate.com/articles/introduction-to-acctivates-purchase-order-manager?hsLang=en) #### Popup Windows - Controls if Popup Alerts show after a given action in Acctivate - [Sales Contract available](https://hub.acctivate.com/articles/customer-contracts?hsLang=en) - Confirm exit when closing Acctivate - [Business Activity Review deprecation](https://hub.acctivate.com/articles/business-activity-review?hsLang=en) - [Warn about non-editable fields on completed orders](https://hub.acctivate.com/articles/edit-completed-sales-orders?hsLang=en) - [Warn that eChecks can only be processed on the Payment window](https://hub.acctivate.com/articles/how-does-acctivate-process-credit-cards?hsLang=en#echeckprocessing) #### User Preferences - Allows the user to turn certain Acctivate features on and off - [Autocomplete Suggestions](https://hub.acctivate.com/articles/how-to-enable-and-disable-autocomplete-suggestions?hsLang=en) - [Getting Started](https://hub.acctivate.com/articles/getting-started?hsLang=en#main-content) - [Basics](https://hub.acctivate.com/articles/getting-started?hsLang=en#basics) - [User Interface](https://hub.acctivate.com/articles/getting-started?hsLang=en#user-interface) - [Manager windows](https://hub.acctivate.com/articles/getting-started?hsLang=en#manager-windows) - [List windows](https://hub.acctivate.com/articles/getting-started?hsLang=en#list-windows) - [Transaction windows](https://hub.acctivate.com/articles/getting-started?hsLang=en#transaction-windows) - [License and Users](https://hub.acctivate.com/articles/getting-started?hsLang=en#license-and-users) - [Email](https://hub.acctivate.com/articles/getting-started?hsLang=en#email) - [Getting Help](https://hub.acctivate.com/articles/getting-started?hsLang=en#getting-help) - 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[Vendors](https://hub.acctivate.com/articles/purchasing?hsLang=en#vendors) - [Customers](https://hub.acctivate.com/articles/customers?hsLang=en#main-content) - [Customers](https://hub.acctivate.com/articles/customers?hsLang=en#customers) - [Locations](https://hub.acctivate.com/articles/customers?hsLang=en#locations) - [Credit & Terms](https://hub.acctivate.com/articles/customers?hsLang=en#credit-terms) - [Pricing](https://hub.acctivate.com/articles/customers?hsLang=en#pricing) - [Broadcast Email](https://hub.acctivate.com/articles/customers?hsLang=en#broadcast-email) - [Sales](https://hub.acctivate.com/articles/sales?hsLang=en#main-content) - [Orders](https://hub.acctivate.com/articles/sales?hsLang=en#orders) - [Sales Order Manager](https://hub.acctivate.com/articles/sales?hsLang=en#sales-order-manager) - [Picking](https://hub.acctivate.com/articles/sales?hsLang=en#picking) - [Drop Shipments](https://hub.acctivate.com/articles/sales?hsLang=en#drop-shipments) - [Sales Tax](https://hub.acctivate.com/articles/sales?hsLang=en#sales-tax) - [Packaging](https://hub.acctivate.com/articles/sales?hsLang=en#packaging) - [Shipping](https://hub.acctivate.com/articles/sales?hsLang=en#shipping) - [Invoices](https://hub.acctivate.com/articles/sales?hsLang=en#invoices) - [Payments](https://hub.acctivate.com/articles/sales?hsLang=en#payments) - [Credits](https://hub.acctivate.com/articles/sales?hsLang=en#credits) - [Business Activities](https://hub.acctivate.com/articles/business-activities?hsLang=en#main-content) - [Business Activities](https://hub.acctivate.com/articles/business-activities?hsLang=en#business-activities) - [Business Alerts](https://hub.acctivate.com/articles/business-activities?hsLang=en#business-alerts) - [QuickBooks](https://hub.acctivate.com/articles/quickbooks?hsLang=en#main-content) - [Basics](https://hub.acctivate.com/articles/quickbooks?hsLang=en#basics) - [QuickBooks Online](https://hub.acctivate.com/articles/quickbooks?hsLang=en#quickbooks-online) - [QuickBooks Desktop](https://hub.acctivate.com/articles/quickbooks?hsLang=en#quickbooks-desktop) - 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