Changing Users' Preferences

To change users' preferences:

  1. In your application, click Manage, and then User Profile.
  2. In User Details:
    • In Status, make a selection.

    • Select the Timezone.

      If the user is the primary user and unavailable, the reconciliation reverts to the backup user, if one is assigned, and if that backup user has a status of Available.

    • For email notifications, enter the Email Start Time and Email End Time.

    • The Teams tab displays the user teams.

    • On the Notifications tab, for each type of notification, expand each notification preferences and choose when to be notified:

      For example: for Status Change Notification, expand to Account Reconciliation Manager, then expand and choose "You are the backup preparer and the primary preparer is unavailable". Select "Every 2 hours" as a choice of notification.

      Note:

      You can override a setting at a lower level (for example, configure Notification Type to Every 2 hours, and override one of the Conditions to Immediately). Then the parent setting(s) displays the word Mixed, to provide a visual indication that more than one preference setting has been assigned to child level settings. You can change the value from Mixed to a different preference setting; the child level settings are changed to the new setting.

      If an Administrator disables the System Settings Configuration Settings for Email Notifications, then notifications are suspended.