Profile Settings
Personalize your user profile, user avatar, and application settings.
Access Your Profile
Follow these steps to access your profile settings:
Click your user avatar. Your user name displays in the Edit Profile option.
Select Edit Profile.
Change Your Profile Settings
Change Your Profile Information
Follow these steps to change your profile information:
Change the following General Information settings as necessary:
In the Last Name setting, enter your last name. Your last name displays to other users who view your profile information. This is a required setting.
In the Job Title setting, enter the job title or description you have in your organization.
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.
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.
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.
Click Save. The following message displays: Your profile was saved.
Change Your User Avatar
Your avatar represents you throughout ProcessMaker Platform. Below are a few ways your avatar represents you:
Follow these steps to change your user avatar:
Locate the Avatar section.
Do one of the following:
Upload an avatar: If there is no avatar image, the initials for that person's full name display. Click the Upload Avatar button. The Browse button displays. Continue to step 4.
Remove the current avatar: Click the Clear button. The initials for that person's full name display. Continue to step 7.
Change any of the following settings if necessary:
Click Save to save the profile. The following message displays: Your profile was saved.
Change Your Log On Information
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 (
_
)
Follow these steps to change your log on information:
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 (
_
)
This is a required setting.
In the Confirm Password setting, confirm that your new password matches that entered into the New Password field if you enter a new password. If you entered a new password, password validation indicates if the New Password and Confirm Password values do not match.
Click Save. The following message displays: Your profile was saved.
Change Your Profile Settings
Use the Settings section of the profile settings to specify how ProcessMaker Platform displays date and time information to you, which natural language to display settings, and the status of your user account.
ProcessMaker Platform supports the following natural languages:
English
French
German
Spanish
Follow these steps to change your settings:
In the Date Format drop-down menu, select the format how dates are displayed from the following options:
m/d/Y (12/31/2017)
m/d/Y h:i A (12/31/2017 11:30 pm)
m/d/Y H:i (12/31/2017 23:30)
d/m/Y (31/12/2017)
d/m/Y h:i A (31/12/2017 11:30 pm)
d/m/Y H:i (31/12/2017 23:30)
Y/m/d (2017/12/31)
Y/m/d H:i (2017/12/31 23:30)
d.m.Y H:i (31.12.2017 23:30)
Y-m-d H:i (2017-12-31 23:30)
From the Time Zone drop-down menu, select the time zone in which to display times.
German: Select the de option.
Spanish: Select the es option.
French: Select the fr option.
From the Status drop-down menu, select the status of your user account. Below is a description of each status:
Active: An Active user account is one in which a person can use his or her user account to log on to ProcessMaker Platform.
Inactive: An Inactive user account is one in which a person cannot use his or her user account to log on to ProcessMaker Platform.
Click Save. The following message displays: Your profile was saved.
View Another User's Profile Information
To view another user's profile information, click that person's avatar.
After clicking the avatar, that person's profile information displays. Each user is responsible for profile content.
Hover your cursor over a user's avatar to view that person's full name.