Profile Settings

Access Your Profile

Follow these steps to access your profile settings:

1. Log on to ProcessMaker Platform.

2. Click your user avatar. Your user name displays in the Edit Profile option.

3. Select Edit Profile.

   

   The Profile page displays. See Change Your Profile Settings.

   

Change Your Profile Settings

Your user profile contains the following sections that determine how your user is represented:

• Profile information

• User avatar

• Log on information

• Settings

Change Your Profile Information

Follow these steps to change your profile information:

1. Access your profile. The Profile page displays.

2. Locate the Profile section.

   

3. Change the following General Information settings as necessary:

   • In the First Name setting, enter your first name. Your first name displays to other users who view your profile information. This is a required setting.

   • 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.

4. 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.

5. 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.

6. Change your user avatar, log on information, and/or settings if necessary.

7. 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:

• Requests in which you are a participant

• Tasks assigned to you and which you have completed

• Process models you have designed

• Screens you have designed

• Scripts you have developed

If your user profile does not have an avatar, such as when a user account is created, the initials of your full name display.

Follow these steps to change your user avatar:

1. Access your profile. The Profile page displays.

2. Locate the Avatar section.

3. 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.

   • Change an avatar: Select the Change button to upload a new avatar image. 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.

4. From the Upload Avatar screen, click the Browse button to locate the image to be your avatar.

   

5. Locate and then select the image to be your avatar. The image fits into the Upload Avatar screen.

   

6. Adjust the size of the image using the image size indicatorto fit well inside the circle where your avatar displays, and then click Save. Your avatar displays in the Avatar section.

7. Change any of the following settings if necessary:

   • Profile information

   • Log on information

   • Settings

8. 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 (_)

• Passwords must be at least eight (8) characters long, must contain at least one uppercase letter and a number or symbol. Password special characters are recommended.

Follow these steps to change your log on information:

1. Access your profile. The Profile page displays.

2. Locate the Login Information section.
   

3. 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.

4. 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 are recommended. If you enter a new password, password validation indicates how strong your password is if you enter a new password.

5. 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.

6. Change your profile information, user avatar, and/or settings if necessary.

7. 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:

1. Access your profile. The Profile page displays.

2. Locate the Settings section.
   

3. 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)

4. From the Time Zone drop-down menu, select the time zone in which to display times.

5. From the Language drop-down menu, select in which language to display user interface labels and messages. Note that English-language is the default language and the only natural language provided. However, you may display the user interface labels and messages in German-, Spanish-, or French-language. Changing this setting only affects your user account. Optionally, select one of the following non-English languages:

   • German: Select the de option.

   • Spanish: Select the es option.

   • French: Select the fr option.

6. 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.

7. From the Recommendations drop-down menu, select the Disabled option to prevent the user from receiving recommendations. For more information about recommendations, see Recommendations Engine.

8. Change your profile information, user avatar, and/or log on information if necessary.

9. 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.