--- title: "Profile Settings" slug: "profile-settings" updated: 2026-08-05T22:34:42Z published: 2026-08-05T22:34:42Z canonical: "docs.processmaker.com/profile-settings" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.processmaker.com/llms.txt > Use this file to discover all available pages before exploring further. # Profile Settings > [!TIP] > [**Plan Availability:**](https://www.processmaker.com/products/pricing/) ![Professional](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Standard.png)![Professional](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Professional.png)![Enterprise](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Enterprise.png) ## View Your Profile Information Follow these steps to view details of your profile: 1. [Log on](/v1/docs/participant-basics#log-on-to-processmaker-platform) to ProcessMaker Platform. 2. Click your user avatar. Your user name displays in the **View Profile** option. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/View Profile - 2026.12.png) 3. Select **View Profile** to view the **Profile** page. That person's profile information displays. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Profile Information.png) --- ### View Another User's Profile Information **Permissions** Your user account or group membership must have the following permission to view another user's profile unless your user account has the **Make this user a Super Admin** setting selected: - Users: View Other Users Profiles See the [Users](/v1/docs/permission-descriptions-for-users-and-groups#users) permissions or ask your Administrator for assistance. To view another user's profile information such as in the [Case](/v1/docs/view-cases) list, click that person's avatar. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(65).png) After clicking the avatar, that person's profile information displays. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(67).png) > Hover your cursor over a user's avatar to view that person's full name. --- ## Edit Your Profile Information **Permissions** Your user account or group membership must have the following permission to edit user's profile unless your user account has the **Make this user a Super Admin** setting selected: - Users: Edit Personal Profile See the [Users](/v1/docs/permission-descriptions-for-users-and-groups#users) permissions or ask your Administrator for assistance. Follow these steps to access and edit your profile settings: 1. [Log on](/v1/docs/participant-basics#log-on-to-processmaker-platform) to ProcessMaker Platform. 2. Click your user avatar. Your user name displays in the **Edit Profile** option. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Edit Profile - 2026.12.png) 3. Click **Edit [username] Profile** to view the **User Info** tab. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/User Info - 2026.12(1).png) --- ## Change Your Profile Settings Your user profile contains the following sections that determine how your user is represented: - [General and Contact Information](/v1/docs/profile-settings#general-and-contact-information) - [User avatar](/v1/docs/profile-settings#change-your-user-avatar) - [Log on information](/v1/docs/profile-settings#change-your-log-on-information) - [Settings](/v1/docs/participant-basics/profile-settings#change-your-profile-settings-1) --- ### General and Contact Information Follow these steps to change your profile information: 1. [Log on](/v1/docs/participant-basics#log-on-to-processmaker-platform) to ProcessMaker Platform. 2. Click your **avatar** at the top-right to access account options. 3. Select **Edit Profile** to view the **User Info** tab. 4. Locate the **Profile** section. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/General Information Settings.png) 5. Change the following **General Information** settings as necessary: - In the **First Name** setting, enter your first name. This is a required setting. - In the **Last Name** setting, enter your last name. This is a required setting. - In the **Job Title** setting, enter the job title or description you have in your organization. 6. Change the **Contact Information** settings as necessary: - In the **Email** setting, enter your business email address. Your email address displays to other users who view your profile information. This is a required field. > [!WARNING] > Note: > > - Email address for users created via **SAML synchronization** cannot be edited manually. > - Additionally, if a user has integrated their account with **Slack notifications**, the connection is tied to their original email address. Changing the user's email does not automatically update the Slack integration. In this case, an administrator should remove and reconfigure the [Slack Notification connector](/v1/docs/slack-notification-connector) using the new email address > [!NOTE] > Confirm Identity > > To prevent unauthorized changes to your account, a confirmation modal appears when saving data, requiring you to verify your identity with your current password before updating your email. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Confirm Identity.png) - In the **Phone** setting, enter your business telephone number. - In the **Fax** setting, enter your fax number. - In the **Cell** setting, enter your cell number. 7. Change the **Address** settings as necessary: - From the **Country** drop-down menu, select the country for your business address. - In the **Address** setting, enter your business address. - In the **City** setting, enter the city for your business address. - In the **State or Region** setting, enter the state, region, or province for your business address. - In the **Postal Code** setting, enter your business postal code. 8. Click **Save**. --- ### Change Your User Avatar Your avatar is your visual identity in the Platform. Here are some of the ways it represents you: - [Cases](/v1/docs/view-started-requests) and [Tasks](/v1/docs/tasks) assigned to you and those you have completed - [Process models you have designed](/v1/docs/view-your-processes#view-active-and-inactive-processes) - [Screens](/v1/docs/screens) and [Scripts](/v1/docs/scripts) you have created If no avatar is set in your user profile, the system displays the initials of your full name instead. Follow these steps to change your user avatar: 1. [Edit your profile](/v1/docs/profile-settings#edit-your-profile-information) and locate the **Avatar** section. 2. Do one of the following: - **Upload an avatar:** If there is no avatar uploaded, click the **Upload Avatar** button and continue to step 4. - **Change an avatar**: Select the **Change** button to upload a new avatar image. Continue to step 4. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/3b1bace3-d961-4753-9b57-136b98daa16a.png) - **Remove the current avatar:** Click the **Clear** button to remove an uploaded avatar. 3. From the **Upload Avatar** screen, click the **Browse** button to locate the image to set as your avatar. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/92ea7379-5fce-4bec-ba97-767c4dcb428e.png) 4. Adjust the size of the image using the image size indicator ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/e4f883c8-c752-4cb7-ac97-a8ac4771dbeb.png) , and then click **Save**. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/3986e410-dd97-4858-8142-881a5cc2da05.png) 5. Click **Save** to save the profile. --- ### Change Your Login Information > [!NOTE] > Usernames and passwords must adhere to the following protocol: > > - Aside from alphanumeric characters, ProcessMaker Platform allows only the following characters in usernames: > - commercial at (`@`) > - hyphen (`-`) > - period (`.`) > - plus (`+`) > - underscore (`_`) > - Passwords must be at least eight (8) characters long, must contain at least one uppercase letter and a number or symbol. [Password special characters](https://www.owasp.org/index.php/Password_special_characters) are recommended. Follow these steps to change your login information: 1. [Edit your profile](/v1/docs/profile-settings#edit-your-profile-information) and locate the **Login Information** section. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Login Information Settings.png) 2. In the **Username** setting, change your username if necessary. Aside from alphanumeric characters, ProcessMaker Platform allows only the following characters in usernames: - commercial at (`@`) - hyphen (`-`) - period (`.`) - plus (`+`) - underscore (`_`) 3. In the **New Password** setting, enter your new password. Leave the **New Password** setting blank to keep the current password. Passwords must be at least eight (8) characters long, must contain at least one uppercase letter and a number or symbol. [Password special characters](https://www.owasp.org/index.php/Password_special_characters) are recommended. 4. In the **Confirm Password** setting, reenter your password. 5. Click **Save**. The following message displays: **Your profile was saved**. --- ### Change Your Profile Settings Follow these steps to change your settings: 1. [Edit your profile](/v1/docs/profile-settings#edit-your-profile-information) and locate the **Settings** section. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Settings Section.png) 2. In the **Date Format** drop-down menu, select the format of how dates are displayed. 3. From the **Time Zone** drop-down menu, select your preferred time zone. 4. From the **Status** drop-down menu, select the status of the user account: - **Active**: The user can log in and access the ProcessMaker Platform. - **Inactive**: The user cannot log in or access the ProcessMaker Platform. 5. From the **Recommendations** drop-down menu, select the **Disabled** option to prevent the user from receiving task recommendations. For more information about recommendations, see [Recommendations Engine](/v1/docs/recommendations-engine). 6. Click **Save**.