Contact information—User preferences

Use the fields in the General Information section of your Preferences page to update your business contact details. Updating these fields will automatically update your contact record to keep your details consistent.

To access your user preferences:

  • Select your login name at the top of any Sage Intacct page and select My preferences.
Preference option Description

First name

Last name

 Your preferred first and last name.
Email address

Your primary email address that Sage Intacct will use for notifications. Sage Intacct might use this email address for the following tasks:

  • Default sender email address if you email invoices to customers. In this scenario, the settings on a selected email templates will override this email address.
  • Default sender email address for a scheduled report if you were the last user who updated the report schedule.
  • Default sender email address for reports set to run following the GL close if you closed the books.

Password reset emails are sent to the email address associated with your account, which may or may not be the same as your primary email address.
Phone number Your primary phone number.
Country The country associated with your mailing address.

Address line 1

Address line 2

Address line 3

 Mailing address information.
City The city associated with your mailing address.
State or territory The state or territory associated with your mailing address.
Zip or postal code The zip or postal code associated with your mailing address.