Managing Your User Profile

Your user profile controls the way that you see and use Process Street.

In your personal profile settings area you can manage your profile picture, user name, your primary email address and timezone, as well as see which groups and organizations you are part of.

It’s also where you can set up and manage your personal email notifications.

Users: Admins, Members, Guests (Internal) and Guests (External) all have their own profile settings page. 

How to access your profile settings

To access your profile settings, simply click your profile picture (or your initials if you don’t have a profile picture just yet) in the top right of your screen.

From the drop-down, click on “My Profile“.

Profile Tab

Your ‘Profile‘ tab gives you access to all of the most important aspects of your settings.

From here, you can:

• Change your photo by clicking on “Change Photo” and uploading a new photo
• Change your display name in the”Name” field
• Change your job description in the”What I Do” field
• Add and remove multiple email addresses (and set your primary address)
• Reset your password
• Update your phone number
• Set your personal timezone

Note: When uploading a user profile picture, you will need to ensure the file size doesn’t exceed 250mb.

Notifications Tab

The ‘Notifications‘ tab allows you to control the email notifications you receive from Process Street.

Your notifications tab includes an option to opt-in or out of daily inbox reminders of upcoming and overdue tasks. You can also opt-in or out of all email notifications.

In order to ensure that the required email notifications reach you, your admin has the ability to turn these notifications on or off at the organizational level.

If you’re a part of multiple organizations, the organization-wide email notification settings will be applied to all the organizations you’re a part of.

However, you can still choose the notifications you want to receive in each organization. To do so, switch to that organization, go to your user profile settings then adjust the notifications, as shown above.

Groups Tab

The ‘Groups‘ tab allows you to view all of the groups that you are a part of.

If you are an admin, you can add yourself to groups. If you are a member you will need an admin to do this for you. Find you who your admin/s is/are from the members and guests list.

Activity Tab

The ‘Activity‘ tab allows you to view all of your activity across all organizations, workflows, workflow runs, forms, and pages. This is great for keeping track of any changes that you have made regardless of when or where they were made.

Admins can see the activity of other users from the organization management area.

Organizations Tab

The ‘Organizations‘ tab allows you to view all of the organizations that you are a part of. These can also be accessed by clicking on your profile picture and then clicking ‘Manage Organizations‘.

From here you can:

• Create a new organization by clicking ‘New Organization‘ (new organizations are on our 14-day free trial by default)
• Switch the organization you’re actively working in (highlighted) by clicking ‘Switch‘ next to the organization’s name you’d like to switch to, shown below
• Remove an organization from your account (does not delete the organization) by clicking the trash can icon next to the organization’s name.

• Learn the 5 stages of process building in our Getting started guide
• Watch helpful videos and webinars on our YouTube channel
• Learn about Process AI
• Collect info with Forms
• Organize data with Data Sets
• Get started with Pages
• Get inspired by our Blog