User Preferences

Access this form using Options>User Preferences.

Use this form to change the current user's password and/or email address, and to automatically connect to the Alert Server. As the Administrator, to change the name of the current user (or any other user), use Security>Maintain Users>Rename User ID.

Note: In order to use this feature, you must have configured your Simple Mail Transfer Protocol (SMTP) settings for email using Organization>Organization Information>SMTP Email.

Use this form to also change the current user's email preferences for requisitions. The system can send emails to users notifying them about the status of certain requisitions. Simply select the appropriate check boxes on this form.

In order to change your password, press Ctrl+Alt+End on your keyboard, and select “Change a password.” See Nonprofit Online.

 

User Credentials

  • Name: The system displays the full name of the person logged on to the system.
  • Change Password: Click this button to change the password for the current user. For more information, see Password.
  • Email: The system displays the email address for the active user, if available. This address can be changed.
  • Connect to the Alert Server: Accept the default of checked, to have the system automatically connect to the Alert server every time the user logs on to the MIP Accounting system; each application logged on to will be a separate connection. Or clear the box if you are experiencing difficulties connecting to your system. Note that if the IIS Web Server is on a machine using a Windows 7, 8, or 8.1 Operating System, the system has a 10 concurrent connection limitation.This is a known Microsoft restriction when using Windows 7, 8, or 8.1 as the Alerts Server.

    • Note: The Connect to the Alert Server check box must be selected in order for the user logged on to the system to be able to receive Real-time In-Product Alert Notices. Without the connection, the alerts will continue to collect in the Message Center and Real-time Email Alert Notices will be sent, but the number count on the Message Center will not reflect accurately.

Requisitions Email Options: Select the appropriate email options for the user. These options were initially set up by the Administrator using Security>Requisitions>Set Up Requisition Users. (The last two options are only available for "Approver" user types.)

  • Notification of all Requisition Activity: Select this option to have the system send an email any time activity occurs on requests generated by the user. This notification is only regarding the requisitions that the user created. For example, if user JaneC forwards a requisition for approval and it is rejected or approved, JaneC will receive an email upon the change of the requisition's status.
  • Notification of Requisitions Forwarded for Approval: Select this option to have the system send an email any time a request is forwarded to the user for approval. For example, if user JaneC forwards a requisition to user JackM for approval, JackM will receive an email notifying him that a requisition requires his approval.
  • Daily Reminder of Requisitions that Require Approval: Select this option to have the system send a daily email for all requests the user has not yet approved. For example, if user JaneC forwarded a requisition to user JackM a week ago for approval, JackM would receive a daily reminder every day until he approves the requisition.