Take advantage of custom user preferences in Sage Intacct
Sage Intacct offers a variety of settings and features that apply to users. These user preferences can be updated by a supervisor prior to a new team member’s first day or on the fly by a user as they determine what works best for their day-to-day activities.
View this Sage Intacct step by step software tip in a video format (9:20)
View this Sage Intacct step by step software tip with individual screen shots below.
An admin user can update existing user preferences when viewing the user listing in Intacct. This can help maintain consistency in the way users initially function within the software.
- Applications > Company > Admin > Users
- Preferences
Once a user becomes comfortable, they can update their preferences as they see fit.
- My preferences
Top 3 Most Updated User Preferences
- Personalize appearance – Customize the page where you start your day in Sage Intacct.
Note: This is just for yourself and not a universal setting.
- Personalize page defaults – update to maximum amounts per page and avoid having to click page-by-page to find what you’re searching for.
- Email notifications – Personalize your email signature and enable email notifications specific to your user.
If you need assistance with updating User Preferences or have any other Sage Intacct questions, please contact our Intacct support team at 800.232.8913.
Register for our Sage Intacct newsletter today!
Copyright 2024 DWD Technology Group | All rights reserved. This article content may not be reproduced (in whole or in part), displayed, modified or distributed without express permission from the copyright holder.
