User Profile

Form ID: (SM203010)

You can use this form to edit your personal information, data presentation settings, and password.

To open the form, click your user name in the Info area (in the top right corner of the MYOB Advanced screen) and select My Profile.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


Button	Description
View Connected Applications	Opens the Client Application Permissions webpage. On this page, you can review the list of client applications that you have provided access to and that use the OAuth authorization mechanism. You can also revoke access that you have provided to client applications. For more information on the OAuth 2.0 authorization mechanism in MYOB Advanced, see Authorizing Client Applications to Work with MYOB Advanced.
Generate Access Codes	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.

General Info Tab

By using this tab, you can review and modify the general settings for your user account.

Table 1. User Settings SectionIn this section, you can view and modify general information, including your name, email address, and password-related settings.
Element	Description
Login	The username you used to sign in to the system.
First Name	Your first name. You can edit this name.
Last Name	Your last name. You can edit this name.
Phone	Your preferred phone number. You can edit the value of this box.
Email	Required. Your preferred email address. If you forget your password and request password changing from the Welcome dialog box, the information required to change your password will be sent to this email address.
Change Email	A button that you click to open the Change Email dialog box.
Password	Read-only. The password that you use to sign in to the system.
Change Password	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 doesn't 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.
Password Recovery Question	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 form.
Change Answer	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 form.
Comment	Any text that was provided as a comment for your user account when it was created. You can edit this text, if needed.

Table 2. Change Email Dialog BoxBy using this dialog box, you can enter a new preferred email and save it to the database. The dialog box has the following elements.
Element	Description
New Email	Your new email address.
Password	The password that you use to sign in to the system.
The dialog box provides the following buttons.
OK	Saves the new email address and closes the dialog box.
Cancel	Closes the dialog box without saving any data.

Table 3. Change Password Dialog BoxBy using this dialog box, you can enter a new password, confirm it, and save it to the database. The dialog box has the following elements.
Element	Description
Old Password	The password that you use to sign in to the system.
New Password	The new password, which must meet the security requirements set for passwords in your company.
Confirm Password	The new password again; enter the same new password you typed above.
The dialog box provides the following buttons.
OK	Saves the new password and closes the dialog box.
Cancel	Closes the dialog box without saving any data.

Table 4. Change Password Recovery Answer Dialog BoxBy using this dialog box, you can enter a new password, confirm it, and save it to the database. The dialog box has the following elements.
Element	Description
New Answer	The answer for the recovery question.
Password	The password that you use to sign in to the system.
The dialog box provides the following buttons.
OK	Saves the new recovery answer and closes the dialog box.
Cancel	Closes the dialog box without saving any data.

Table 5. Personal Settings SectionIn this section, you can specify a variety of default settings to be used in MYOB Advanced. For example, you can select one of the available certificates as your personal certificate for signing files in the portable document format (PDF).
Element	Description
Time Zone	Optional. The time zone to be used to display document and wiki article timestamps converted to your time zone if there are users working with the system from different time zones. If no time zone is specified, documents will be time-stamped using the time settings specified for the MYOB Advanced instance.
Reset to Default Time Zone	A button you click to use the default MYOB Advanced time zone as your default time zone.
Default Branch	The branch to which you'll be signed in by default if you have access to multiple branches.
Default Branch Location	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.
Default Service Order Type	The service order type that the system will insert for new documents that you create on the Service Orders or Appointments 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 form.
Select Service Order Type on Creation from Calendars	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 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 form.
Default Warehouse	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 form.
Default Scanner	The scanner to be used by default for scanning operations that are initiated by your user account.
Default Scales	The digital scale device to be used by default for automated warehouse operations that you perform with this user account.
Home Page	The dashboard to be displayed for you on the home page of MYOB Advanced.
Turn Off Autocomplete	A check box that you select to stop the system from displaying the drop-down list with suggestions (for lookup boxes that support autocomplete) when a user is typing text. For details, see Lookup Boxes.

Table 6. Default Automated Operations SectionIn this section, you can specify the working mode to be opened by default on particular forms related to automated warehouse operations.
Element	Description
Pick, Pack, and Ship	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 Featuresform.
Receive and Put Away	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.

Email Settings Tab

On this tab, you can specify your email settings, open your calendar to other users, and get the URL to synchronize the calendar with any third-party software products you use.


Element	Description
Default Email Account	The system email account to be used by default for sending your correspondence through the system.
Is Public Calendar	A check box that indicates (if selected) that the calendar may be viewed by other users.
Synchronization URL	A button that pens the Synchronization URL dialog box, which displays the URL of your calendar. Use the URL to synchronize your calendar with third-party software products that support the calendar synchronization functionality.
Download Outlook Add-In Manifest	A link that you click to download the manifest file of the MYOB Advanced 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.

Table 7. User Email Signature SectionIn this section, you can enter your email signature in the text area and specify signature settings. The formatting toolbar includes only standard buttons. For the list of standard buttons, see Formatting Toolbar.
Element	Description
Include in New Emails	A check box that you select if you want to include the signature in all new emails that you send by using MYOB Advanced.
Include in Replies and Forwarded Emails	A check box that you select if you want to include the signature in all replies and emails that you send by using MYOB Advanced.

Teams Settings Tab

On this tab, you specify the settings required for the integration of MYOB Advanced with your account in Microsoft Teams.

This tab is displayed only if the Teams Integration feature is enabled on the Enable/Disable Features (CS100000) form.

Table 8. Authentication Token SectionIn this section, you can select the type of the Teams user you are, sign in to and sign out of your Teams account, and test the connection to Teams.
Element	Description
The section contains the following box.
Teams User Type	The user type of Teams user that you want to use to connect to Teams. The following options are available: Administrator: Teams administrator Member (default): A member of the Teams channel
The section contains the following buttons.
Sign In	Signs you in to Teams with the type that you have selected in the Teams User Type box.
Sign Out	Signs you out of Teams.
Test Connection	Tests the connection to Teams after you have signed in to it by clicking Sign In.

Table 9. Teams Preferences SectionIn this section, you can specify additional Teams integration settings.
Element	Description
Override Teams ID	The email address that the system should use for matching the Teams identifier for the user instead of the email address specified in one of the following places: the Email box of the Contact Info section of the General tab on the Employees (EP203000) form, and the Email box of the Contact section of the General tab on the Contacts (CR302000) form. If you leave this box empty, the system uses the email address from the Employees or Contacts form to find the matching Teams identifier.
Teams Client	The type of Teams client that you will use for integration. The following options are available: Desktop: The user will use the desktop application. Web: The user will use Teams in a browser.

Delegates Tab

On this tab, you specify the employees to whom you want to delegate the creation and adjustment of your expenses on the Expense Receipts (EP301010) and Expense Claims (EP301030) forms if the Expense Management feature is enabled on the Enable/Disable Features (CS100000) form.

If the Approval Workflow feature is enabled on the Enable/Disable Features form, you can use this tab to delegate approval of records during a specific period of time.

This tab appears on the form if the Expense Management or Approval Workflow feature is enabled (or both features are enabled) on the Enable/Disable Features form

This tab has a table that contains the names of the employees appointed as your delegates. The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 10. Table Columns
Column	Description
Delegation Of	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 form. The Expense Receipts and Expense Claims option is available only if the Expense Management feature is enabled on the Enable/Disable Features form.
Delegated To	The full name of the delegate employee.
Active	A check box that indicates (if selected) that the delegation rule in the row is active and can be used by the system for determining the appropriate delegate for you.
Starts On	The starting date of the delegation period during which approval requests can be reassigned to the specified delegate.
Expires On	The date after which the delegation rule is no longer applicable and previously reassigned approval requests that have not yet been processed are assigned back to you.

Custom Locale Format Tab

On this tab, you can select the date and time formats to be used for your user account when you sign in to MYOB Advanced; otherwise, the settings of the default locale will be used. The default locale preferences are specified on the System Locales (SM200550) form.


Element	Description
Format	The locale whose format settings you want to use for your user account.

Table 11. Date and Time Formats Section
Element	Description
Date Time	The basic format for displaying the date and time.
Short Time	The format to be used to display a time that includes hours and minutes. Also, this format specifies whether to use a 12-hour clock, with tt standing for 12-hour clock and TT standing for 24-hour clock.
Long Time	The format to be used to display a time that includes hours, minutes, and seconds.
Short Date	The format to be used to display a date that includes a day, a month, and a two-digit or four-digit year.
Long Date	The format to be used to display a date that includes a day, a month, and a four-digit year.
AM Symbol	The string to designate times from midnight to before noon in a 12-hour clock (used only with the tt notation).
PM Symbol	The string to designate times from noon to before midnight in a 12-hour clock (used only with the tt notation).

Table 12. Number Format Section
Element	Description
Decimal Symbol	The symbol to be used to separate the fractional part of a number from its integer part.
Digit Grouping Symbol	The symbol to be used to group digits in large numbers.

External Identities Tab

You can use this tab to enable single sign-on (SSO) with the supported identity providers.

Table 13. Table ToolbarThe table toolbar includes standard buttons and buttons specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Associate User	Opens the sign-in screen of the selected external identity provider (that is, the provider you click in the table before clicking this button) you use to register the your external account with the MYOB Advanced instance. Attention: The operation is not supported if the external identity provider is using the OpenID Connect (OIDC) protocol—that is, if for the provider, the check box is selected in the OIDC column of the table.
Unassociate User	Removes the association between the MYOB Advanced login and the external identity provider. This may be necessary if you need to associate a different account with the user's MYOB Advanced login. Note: This button is only available for users with the Administrator or Internal User roles.

Table 14. Table Columns
Column	Description
Provider Name	The external identity provider supported by MYOB Advanced.
Active	The check box you select to be able to sign in with the credentials of the selected external identity provider. Clear the check box to disable SSO with the selected identity provider. The check box is available only for the external identity providers with which your system administrator has configured single-sign on.
User Key	The unique identifier of the user account to be used for SSO with the external identity provider. The system gets your user key from the identity provider when you register your external account.
Claim Type	A claim whose value is used for user identification in the integration with the OpenID provider.
OIDC	Read-only. A check box that indicates (if selected) that the external identity provider is using the OpenID Connect (OIDC) protocol.

Notification Group Tab

From time to time, MYOB may send notifications containing important information about the MYOB Advanced system, e.g. notice of scheduled upgrades or bank feed status updates. These notifications appear in a popup window when you log in. You can use this tab to choose which kinds of notifications you want to see.


Element	Description
Selected	Tick the box in this column if you want to see notifications from this notification group.
Group Name	The notification group's name.
Group Description	A description of the kind of notifications that will be sent for this group.

Active Notifications Tab

This tab displays a list of all MYOB notifications that you have seen. When the Acknowledge button on a notification popup is ticked, that notificaton won't pop up anymore, but it can still be viewed on this tab.

Note: Notifications have a built-in expiry date—once a notification has expired, it will disappear from the Active Notifications tab.

Devices Tab

You can use this tab to manage the devices you use to sign in to the MYOB mobile app. The system automatically registers your device (that is, lists the device and its information on this tab) when you sign in to the mobile app if the device allows receiving push notifications (in the settings of the particular device). The system updates the information about the device, if needed, each time you use the device to sign in to the mobile app.

For details on managing the list of devices, see To Remove a Mobile Device and To Manage the Receipt of Push Notifications.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 15. Table Columns
Column	Description
Turn on Notifications	A check box that you select to allow the system to send push notifications to the device in this row, which you have used to access the MYOB mobile app. Clear this check box if you do not want the system to send push notifications to this device.
Mobile Application ID	Read-only. The unique identifier of the mobile app installed on the mobile device.
Device Name	Read-only. The name of the device, as specified in its settings.
Device Model	Read-only. The model of the device.
OS Version	Read-only. The version of the operating system that is installed on the device.
Token Expired	Read-only. A check box whose value indicates whether the authorization token for this device has expired. If the mobile device has not been used to sign in to the app, the system refreshes the token for 60 days after the last sign-in.

Printing Settings Tab

On this tab, you can specify the default printer and digital scale device (for automated fulfillment operations) to be used for your user account. In the table, you can list the reports to which you want to assign default printers and specify the printer to be used to print each carrier's labels.

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


Element	Description
Default Printer	The printer to be used by default for printing operations initiated by your user account.

Table 16. Printers by Report Table
In this table, you can list reports that you regularly print and specify the default printer to be used when you print each of these reports. When you print a report from the list, the system uses the assigned printer.

For each report that requires printing, a mailing should be created beforehand on the preferences form that corresponds to the functionality of the specific report. For example, for purchasing-related reports, mailings would be created on the Mailing & Printing tab of the Purchase Orders Preferences (PO101000) form. You should ask a system administrator if such a mailing exists and request any needed assistance if it does not.

Because labels are printed by using reports, you can also use this table to configure the printing of labels for a specific carrier on a particular printer. This capability may be useful for users who print carrier labels when the carrier has a specific label size. In this case, too, a mailing should be created beforehand and assigned to the report that is used for printing the labels of this carrier; a system administrator may be able to assist you in finding or creating the needed mailing. For details, see To Specify Default Printers for Selection.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column	Description
Mailing ID	The unique identifier of the mailing that includes the report to be printed. In this column, you can select an existing value from the list. 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.
Report ID	The identifier of the report to be printed. The value in this box is inserted automatically when you select a value in the Mailing ID column.
Default Printer	The printer to be used by default when you initiate printing of the selected report.
Ship Via	The identifier of the carrier whose labels will be printed on the printer selected in the Default Printer column.
Active	A check box that indicates (if selected) that the settings in the line are active in the system. Reports will be printed by using the selected printer only if this check box is selected.