You can view and edit a user's settings on this tab.
Each user can set the user language, the date and number format and the language of the WINPACCS newsletter themselves under My account.
WINPACCS settings
User language in WINPACCS |
The language of the user interface in WINPACCS Cloudthat the user has set. |
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Date and number format |
The date and number format can be set separately from the user language. |
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Receive the WINPACCS newsletter by email |
Language in which information on product-related topics is received by e-mail. |
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WINPACCS Coordinator |
Activate the WINPACCS Coordinator field, if the user is the contact person for mbi GmbH and should regularly receive emails with important product-related and contractual information.
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Receive customer info by email in the following language |
Language in which important information on product-related and contractual topics is received by e-mail.
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Key user for |
Key users are the contact persons for mbi GmbH for certain specialised topics. You will be actively involved in the further development of WINPACCS.
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Email notifications
Activate the open tasks for which the user should be notified by email. All open tasks are displayed to the user on the dashboard after logging in.
Users can also change this data themselves under My Account.
Functions
Different functions are available depending on the user status.
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Edit |
Switches to the edit mode. At the end, click on Save to apply your changes. |
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Change password |
This function can be used to change your own password.
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Download |
Downloads a file with the extension *.usr containing all user data. You only need this file if WINPACCS Accounting or WINPACCS Cashbook are not connected to WINPACCS Cloud (e.g. because you have a weak Internet connection) and you plan to update changed user roles and assignments of a user in the applications. The file is valid for a fortnight. Import this file into the applications under My account > Update user data.
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Activate user account |
Use this function to start the activation process to give the user access to WINPACCS. |
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Deactivate user account |
This function deactivates user access. |
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Archive |
The function archives the user. The user access is also deactivated if it is an active user. |
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Send activation mail |
When you activate a user account, the user receives an activation e-mail to the e-mail address provided. If this e-mail does not arrive (e.g. because the e-mail address was entered incorrectly during registration), you can correct the address and resend the activation e-mail. |
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Retrieve user from archive |
Reactivates a previously archived user.
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Resetting the second factor |
When you reset the second factor of the multi-factor authentication, you can choose one of your organisation's procedures or choose to completely switch off the second factor for user access. If you select a method, the user must set up the second factor again the next time they log in. |
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Request module registration |
Enables the registration of an installation of WINPACCS Accounting or WINPACCS Cashbook on a device without an internet connection.
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Request verification code |
Enables the request of a verification code for a critical journal restore in WINPACCS Accounting.
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