{"id":5666,"date":"2021-09-06T08:00:00","date_gmt":"2021-09-06T08:00:00","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/managing-account\/"},"modified":"2026-06-18T13:53:48","modified_gmt":"2026-06-18T13:53:48","slug":"managing-account","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/managing-account\/","title":{"rendered":"Managing Your Personal Account"},"content":{"rendered":"<p>Your <strong>Personal Account Management<\/strong> area in Process Street allows you to:<\/p>\n<ul>\n<li>View the organizations you belong to<\/li>\n<li>Update your profile details (name, profile picture, what you do, and contact information)<\/li>\n<li>Manage email notification preferences<\/li>\n<li>Review your recent activity<\/li>\n<li>See the groups you belong to<\/li>\n<li>View your access permissions across folders and workflows<\/li>\n<\/ul>\n<p>Access the <strong>User Guide<\/strong>, contact <a href=\"mailto:support@process.st\">support@process.st<\/a>, and log out.<\/p>\n<p><em><strong>Users: All users have their own personal account area.<\/strong><\/em><\/p>\n<h2>How to access your account manager<\/h2>\n<p>You can access your personal account manager by clicking your profile picture in the top right corner of your screen. Since it&#8217;s in the header bar, you can access this from anywhere in the app.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-11293\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Access-personal-account.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h2>My Profile<\/h2>\n<p>Start by clicking <strong>My Profile<\/strong>. From here you can update your personal details, set <a href=\"https:\/\/www.process.st\/help\/docs\/email-notifications\/\">email notifications<\/a>, view groups you are assigned to, view your personal activity and see which organizations you are part of.<\/p>\n<h3>Profile tab<\/h3>\n<p>The <a href=\"https:\/\/app.process.st\/users\/me\/manage\/profile\" target=\"_blank\" rel=\"noopener\">Profile tab<\/a> opens automatically when you access your profile.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-11512\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/NEW-user-profile.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>From here you can:<\/p>\n<ul>\n<li>Add or change your profile picture<\/li>\n<li>Change your name<\/li>\n<li>Describe what you do (the <strong>What I Do<\/strong> field)<\/li>\n<li>Add email addresses and manage your primary email address<\/li>\n<li>Reset your password<\/li>\n<li>Add your contact number<\/li>\n<li>Set your <a href=\"https:\/\/www.process.st\/help\/docs\/time-zones\/\">time zone<\/a><\/li>\n<\/ul>\n<p>Once you have made changes, click <strong>Update<\/strong> to save them.<\/p>\n<h3>Notifications tab<\/h3>\n<p>The <a href=\"https:\/\/app.process.st\/users\/me\/manage\/notifications\" target=\"_blank\" rel=\"noopener\">Notifications tab<\/a> is where you can manage which <a href=\"https:\/\/www.process.st\/help\/docs\/email-notifications\/\">email notifications<\/a> you receive while working in Process Street.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-10735\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Notifications-tab.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Use the toggle buttons to turn notifications on or off. Changes you make are saved automatically.<\/p>\n<p>Note that the settings you make here apply across any organizations you are part of.<\/p>\n<h3>Groups tab<\/h3>\n<p>The <a href=\"https:\/\/app.process.st\/users\/me\/manage\/groups\" target=\"_blank\" rel=\"noopener\">Groups tab<\/a> displays all of the <a href=\"https:\/\/www.process.st\/help\/docs\/what-are-groups\/\">groups<\/a> you may belong to.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-11294\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Personal-Groups-tab.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p><strong>Note:<\/strong> Only admins can add or remove people from groups, from the <a href=\"https:\/\/www.process.st\/help\/docs\/managing-organization\/\">organization manager<\/a>. If you need access to a new group, contact your admin.<\/p>\n<h3>Activity tab<\/h3>\n<p>The <a href=\"https:\/\/app.process.st\/users\/me\/manage\/activity\" target=\"_blank\" rel=\"noopener\">Activity tab<\/a> lets you see all of your personal activity, with the most recent at the top of your screen.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-11295\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Personal-activity-feed.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>From here you can see when you edited a workflow, when you ran a workflow, when you assigned someone to a workflow run or task \u2014 effectively anything you have done in Process Street.<\/p>\n<p>Scroll to the bottom of the page and click <strong>Show older activities<\/strong> to load more entries.<\/p>\n<h3>Access tab<\/h3>\n<p>The <a href=\"https:\/\/app.process.st\/users\/me\/manage\/access\" target=\"_blank\" rel=\"noopener\">Access tab<\/a> shows a tree view of the folders and workflows you have access to, along with your permission level for each.<\/p>\n<p>Use this tab to see at a glance which workflows you can edit, run, or view, and how permissions are inherited through the folder structure.<\/p>\n<h3>Organizations tab<\/h3>\n<p>The <a href=\"https:\/\/app.process.st\/users\/me\/manage\/organizations\" target=\"_blank\" rel=\"noopener\">Organizations tab<\/a> is where you can see a list of all of the organizations you belong to. Your current selection is highlighted at the top.<\/p>\n<p>You can also use this tab to create a new organization. Note that <strong>new organizations<\/strong> go onto a 14 day free trial on the paid plan, and are billed separately from your existing organization.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-11296\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Personal-orgs-list.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>You can switch between organizations you are part of from this page or leave any of them by clicking the trashcan icon.<\/p>\n<p><strong>Note:<\/strong> If you remove yourself, you won&#8217;t be able to access any of the workflows or workflow runs in the organization you leave. If you want to regain access, you&#8217;ll need to ask a coworker to <a href=\"https:\/\/www.process.st\/help\/docs\/invite\/\">invite<\/a> you to the organization again.<\/p>\n<p>For admins only \u2014 learn more about <a href=\"https:\/\/www.process.st\/help\/docs\/managing-organization\/\">managing your organization<\/a>.<\/p>\n<h2>User Guide<\/h2>\n<p>The <strong>User Guide<\/strong> takes you to our <a href=\"https:\/\/www.process.st\/help\/\" target=\"_blank\" rel=\"noopener\">knowledge base<\/a>, where you can search hundreds of articles that can help you use Process Street. You can also access it directly at <a href=\"https:\/\/www.process.st\/help\/\">https:\/\/www.process.st\/help\/<\/a><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-9010\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Help-center-homepage.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Use the search box to look for a feature or keyword, or browse by category. You can also find the latest feature releases and platform updates in the <a href=\"https:\/\/www.process.st\/help\/blog\/\">Release blog<\/a>.<\/p>\n<h2>Contact support<\/h2>\n<p>This opens the live chat support tool where you can speak directly with one of the Process Pros. Ask anything!<\/p>\n<h2>Logout<\/h2>\n<p>One click logs you out of Process Street.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Your Personal Account Management area in Process Street allows you to: View the organizations you belong to Update your profile details (name, profile picture, what you do, and contact information) Manage email notification preferences Review your recent activity See the groups you belong to View your access permissions across folders and workflows Access the User [&hellip;]<\/p>\n","protected":false},"author":3,"template":"","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Settings","footnotes":""},"ht_kb_category":[205],"ht_kb_tag":[223,204],"class_list":["post-5666","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-users","ht_kb_tag-account-management","ht_kb_tag-organization-management"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5666","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/users\/3"}],"version-history":[{"count":8,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5666\/revisions"}],"predecessor-version":[{"id":10067,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5666\/revisions\/10067"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=5666"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=5666"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=5666"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}