1.From My Paperless Page, click Global Settings.
2.In the Global Settings navigation bar, click Users.
The following page displays:
3.Click 
or click the edit icon, 
, of an existing user.
The following page displays with the GENERAL tab active:
Note: Information entered on this page will systematically populate the individual's Basic Information grid, Profile page. (Click here for details.)
4.In the User Information section, the following fields will be systematically populated based on information entered by the Administrator when you were initially set up:
• First Name
• Last Name
• Email
This is the user's login id.
If the email you are trying to enter already exists, a warning message will display.
If the email you are trying to enter is invalid for any reason, an error message will display.
Note: This is the email that will be used for system alerts, document alerts, and/or invoice alerts.
Update any of the information in these fields as appropriate.
5.The Phone Number field may be systematically populated based on information entered by the Administrator when you were initially set up. If this field is blank, enter your phone number and extension, if applicable.
The field format is 2252184768. It is not necessary to include any punctuation.
The country code is identified by the flag and the +# that displays in the Phone Number field. To change the country code, click on the dropdown arrow next to the flag. Begin typing the country name to narrow your search.
When you click Enter, the updates display.
In this example, the revised country code is Australia, +61. Note that the phone number format is revised to meet the identified country's requirements.
5.In the Number for Texts field, enter the cell phone number where texts should be sent. This is the text number that will be used for system alerts, document alerts and/or invoice alerts.
The number in this field must include the entire cell phone number. It is not necessary to include any punctuation.
If the country code is not correct, click the dropdown arrow to locate the appropriate country.
Note: The country code for the United States and Canada is 1.
6.In the Department field, enter the department name to which the new user is assigned.
Note: This is not a required field.
7.If the new user is active, click the Active check box.
If the new user is not yet active, leave the Active check box unchecked.
8.In the Permissions box, there are three checkboxes.
System Administrator - If the individual is a System Administrator, click the System Administrator check box. Important: For most individuals, this check box will remain unchecked.
eCapture Cloud - If the individual should have access to eCapture Cloud, click the eCapture Cloud check box.
eForms Cloud - If the individual should have access to eForms Cloud, click the eForms Cloud check box.
9.If you are have System Admin permissions, 
will display. If an invitation email was sent but not acted upon, the email will expire. Should a follow up invitation email need to be sent, click this button.
User Mappings
This grid is for mapping users to Vendor, Employee and Customer IDs that are stored in the bridged accounting system. Use these mappings for setting index level security on document types.
For example, enter 8003 in the Vendor ID field and enter 300 in the Employee ID field. The Sage Intacct Paperless user is Employee 300 in their bridged accounting system, is set up in the Accounts Payable module as a vendor (to pay for expense reports) and is mapped to a specific vendor (in this example 8003).
10.Continue by clicking 
to activate the remaining tabs.
11. Click the APFLOW™ tab.
•For APFLOW™ tab details, click here.