ProcessMaker API Documentation
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Profile Settings

Personalize your ProcessMaker user profile, user avatar, and application settings.

Access Your Profile

Follow these steps to access your profile settings:

  1. Log on to ProcessMaker.

  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.

Profile page

Change Your Profile Settings

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

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 ProcessMaker 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 ProcessMaker 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 ProcessMaker 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 ProcessMaker settings if necessary.

  7. Click Save. The following message displays: Your profile was saved.

Change Your User Avatar

Your avatar represents you throughout ProcessMaker. Below are a few ways your avatar represents you:

If your ProcessMaker user profile does not have an avatar, such as when a ProcessMaker 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 depending if your profile has an existing avatar:

    • Profile does not have an avatar (default):

      Click the Upload Avatar button. The Upload Avatar screen displays. Continue to Step 4.

    • Profile has an avatar:

      Do one of the following:

      • Click the Change button to change your current avatar. The Upload Avatar screen displays. Continue to Step 4.

      • Click the Clear button to remove your current avatar and displays the initials of your full name. Continue to Step 7.

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

  5. Locate, 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. Click Save. The following message displays: Your profile was saved.

Change Your Log On Information

Passwords must adhere to the following protocol:

Follow these steps to change your ProcessMaker 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. 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. 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 ProcessMaker settings if necessary.

  7. Click Save. The following message displays: Your profile was saved.

Change Your ProcessMaker Settings

Use the Settings section of the profile settings to specify how ProcessMaker displays date and time information to you, which natural language to display ProcessMaker settings, and the status of your ProcessMaker user account.

Follow these steps to change your ProcessMaker 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 (31/12/2017 23:30)

    • Y/m/d (2017/12/31)

    • 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 ProcessMaker user interface labels and messages. Note that English-language is the default language and the only natural language provided for the ProcessMaker open-source edition. However, if the Translations package is installed to your ProcessMaker instance, you may display the ProcessMaker user interface labels and messages to German-, Spanish-, or French-language. Changing this setting only affects your ProcessMaker user account. Contact ProcessMaker Sales or ask your ProcessMaker sales representative how the Translations package can be installed in your ProcessMaker instance.

    Optionally, select one of the following non-English languages if the Translations package is installed in your ProcessMaker instance:

    • 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 ProcessMaker user account. Below is a description of each status:

    • Active: An Active ProcessMaker user account is one in which a person can use his or her user account to log on to ProcessMaker.

    • Inactive: An Inactive ProcessMaker user account is one in which a person cannot use his or her user account to log on to ProcessMaker.

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

  8. Click Save. The following message displays: Your profile was saved.

View Another User's Profile Information

Permission Required

Your ProcessMaker user account or group membership must have the following permission to view another ProcessMaker user's profile unless your user account has the Make this user a Super Admin setting selected:

  • Users: View Other Users Profiles

See the ProcessMaker Users permissions or ask your ProcessMaker Administrator for assistance.

To view another user's profile information, click that person's avatar.

Click a user's avatar to view that person's user profile information

After clicking the avatar, that person's profile information displays. Each ProcessMaker user is responsible for profile content.

Viewing a user's profile information

Hover your cursor over a user's avatar to view that person's full name.

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