User Profile

Opens the Client Application Access webpage. On this page, you can review the list of client applications that you have provided access to and that use the OAuth 2.0 or OpenID Connect authorization mechanism. You can also revoke access that you have provided to client applications.

For more information on the OAuth 2.0 and OpenID Connect authorization mechanisms in MYOB Acumatica, see Authorizing Client Applications to Work with MYOB Acumatica.

Generates and displays a list of access codes for your user account.

This button is available only if the Two-Factor Authentication feature is enabled on the Enable/Disable Features form.

A button that you click to open the Change Password dialog box.

An acceptable password is an alphanumeric string that meets your organization's minimum length requirement but does not exceed 10 characters. The password also must meet strong password requirements if they are required in your system. Contact your system administrator for details.

This button is available if the Forbid Login with Password check box is cleared for the user on the Users (SM201010) form.

A hint or question that you may specify to provide a secure way to acquire a new password if you forget your current one.

This box is available if the Forbid Login with Password check box is cleared for the user on the Users (SM201010) form.

A button that you click to open the Change Password Recovery Answer dialog box, which you can use to set up the answer to the above question or hint. The system will use this answer along with the question for password recovery.

This button is available if the Forbid Login with Password check box is cleared for the user on the Users (SM201010) form.

The branch location that will be filled in by default in the Branch Location box if you create a document on the Service Orders (FS300100) or Appointments (FS300200) form while signed in to this user account.

This box is available only if the Service Management feature is enabled on the Enable/Disable Features (CS100000) form.

The service order type that the system will insert for new documents that you create on the Service Orders or Appointments (FS300200) form. This service order type will also be inserted in the Create Appointment dialog box, which appears on a calendar board when you create a new appointment, if the Select Service Order Type on Creation from Calendars check box is selected on this form for your user account.

This box is available only if the Service Management feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates (if selected) that when you create an appointment from a calendar board, you can select the service order type for it. That is, the Create Appointment dialog box appears on a calendar board when you create a new appointment, in which you can specify the service order type.

If this check box is cleared, the default service order type for the system, which is specified in the Default Service Order Type box on the Service Management Preferences (FS100100) form, is inserted on the Appointments (FS300200) form when you create an appointment from a calendar board.

This check box is available only if the Service Management feature is enabled on the Enable/Disable Features (CS100000) form.

The warehouse that the system uses by default when you transfer, issue, receive, or count inventory items by using forms of the automated warehouse operations, such as Scan and Issue (IN302020).

This box is available only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates (if selected) that the system displays a drop-down list with suggestions (for lookup boxes that support autocomplete or automatic completion) when you are typing text. The check box is selected by default.

For details, see the Using Autocomplete section of Lookup Boxes.

A check box that indicates (if selected) that when you start typing text in a rich text editor on a data entry form, the system provides autocomplete suggestions to continue the text. For details, see Text Area.

The check box appears on the form and selected by default if the Intelligent Text Completion feature is enabled on the Enable/Disable Features (CS100000) form.

You can turn off the autocomplete functionality for only your user account by clearing the check box.

This box appears only if the Pacejet feature is enabled on the Enable/Disable Features (CS100000) form.

The mode to be opened by default on the Pick, Pack, and Ship (SO302020) form: Pick, Pack, Ship, or None.

This box is displayed only if the Fulfillment feature is enabled on the Enable/Disable Features (CS100000) form.

The mode to be opened by default on the Receive and Put Away (PO302020) form: Receive, Put Away, or None.

This box is displayed only if the Receiving feature is enabled on the Enable/Disable Features (CS100000) form.

A button that you click to open the Send Test Email dialog box. The system validates that the selected email account is operational by sending a test email to the email address that is specified in the table.

The button becomes available if you select an active email account in the table.

A button that you click so that the system signs in to the email service specified for the selected email account in the External Application box of the Email Accounts (SM204002) form.

The button becomes available if you select a row with an email account whose authentication method is OAuth2.

A button that you click if you want to update the password for the selected email account. In the Update Password dialog box, if you click Update, the system updates the Password box of the selected email account on the Email Accounts (SM204002) form with the value that is entered in the Email Account Password box of the dialog box.

The button becomes available if you select a row with an email account whose authentication method is Basic Authentication.

A check box that indicates (if selected) that the email account is active.

You can change the state of the check box manually; if you change this state and then saves the changes, the system updates the state of the Active check box on the Email Accounts (SM204002) form.

A link that you click to download the manifest file of the MYOB Acumatica add-in for Outlook, which is individual for each user. The manifest file contains the instructions for the system to automatically deploy the add-in.

This link is available only if the Outlook Integration feature in the Customer Management group of features is enabled on the Enable/Disable Features (CS100000) form.

For more information about how to install the add-in, see Installing and Updating the Acumatica Add-In.

The type of your Teams user account, which reflects your role in Teams.

The following options are available:

• Administrator: Teams administrator
• Member (default): A member of a Teams channel

The email address that the system should use as the Teams identifier to map the Teams member to an employee or contact in MYOB Acumatica. This email will override the email address specified in one of the following places:

• The Email box of the Contact Info section of the General tab of the Employees (EP203000) form
• The Email box of the Contact section of the General tab of the Contacts (CR302000) form

The system uses the email address when mapping is invoked on the Teams Members (SM305030) form. If you leave this box empty, the system uses the email address from the Employees (EP203000) or Contacts (CR302000) form (depending on where the user has entered this information) to find the matching Teams identifier.

The type of Teams client that you will use for integration by default. (You can change the selected option at any time.)

The following options are available:

• Desktop (default): You will use the desktop application.
• Web: You will use Teams in a browser.

  When you open Teams in a browser, the system asks you whether you want to use the desktop application.

An option (Approvals or Expense Receipts and Expense Claims) that indicates whether the delegation rule applies to approvals or to expense receipts and expense claims.

The Approvals option is available only if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form.

The Expense Receipts and Expense Claims option is available only if the Expense Management feature is enabled on the Enable/Disable Features (CS100000) form.

If you are configuring the printing labels of a particular carrier, in this column, you select the mailing assigned to the report that is used for printing the labels of this carrier.

The identifier of the carrier whose labels will be printed on the printer selected in the Default Printer column.