Your user profile controls the way that you see and use Process Street.
It’s also where you can set up and manage your personal email notifications.
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“.
Your ‘Profile‘ tab gives you access to all of the most important aspects of your settings.
From here, you can:
Note: When uploading a user profile picture, you will need to ensure the file size doesn’t exceed 250mb.
The ‘Notifications‘ tab allows you to control the email notifications you receive from Process Street.
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.
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.
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.
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: