1.From My Paperless, click the My Account icon dropdown in the header, 
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2.Select Profile. This will bring up the User Settings.
Note: Once you have your profile photo in place, the My Account icon image is replaced by the profile photo such as this: 
Basic Information
In the Basic Information grid, the following fields will be systematically populated based on information entered by the Administrator when you were initially set up. Click here for details.
Note: Any change made on this page will systematically be made to the page on the GENERAL tab, Users, Global Settings.
•First Name - First name of the user.
•Last Name - Last name of the user.
•Email - Email of the user and is used as the user's login id. This email is also used for various system alerts.
•Phone Number - Phone number of the user. 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.
•Number for Texts - This is the phone number that will be used for system alerts, document alerts and/or invoice alerts.
Profile Picture
Users can add a profile picture which will display as an avatar replacing the standard user icon.
1.To add a profile picture, click the Add Image button, 
. This is the only button that is highlighted.
2.From the Open folder that displays, click to select an applicable picture.
The image displays similar to the following:
3.Once the image displays, you can manipulate it by clicking any of the buttons.
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Edit Image |
Click this button to access the crop or rotation buttons.
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• • |
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Remove Image |
Click to remove the image. The blank image space will redisplay:
Click the Add New Image button to repeat the process of adding a profile picture. |
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Revert to Original Image |
Click to revert the current changes back to the original image. This would be the image that was in place before you began making modifications. |
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SAVE |
Click this button to save any changes you make to the Profile Picture. |
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CHANGE PASSWORD |
Refer to Change Password section below this table. |
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RESET MFA |
Click this button if you want to change your authentication method.
Click |
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Change Password
There may be occasions when a login password needs to be changed, such as after first logging into Sage Intacct Paperless (if you were assigned a temporary password) or periodically for security reasons.
1.Click 
.
An email similar to the following is sent to your email inbox:
2.Click 
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A Change Password dialog box displays:
3.Type your new password in the text fields as indicated.
4.Click the submit button, 
.
The following dialog box displays:
A few seconds later, the following Sage Intacct Paperless login page will display:
5.Enter your Email.
6.Enter your new Password.
7.Click 
.
8.Upon successful login, you will be presented with the Sage Intacct Paperless My Paperless Page.