{"id":5795,"date":"2024-07-03T07:00:07","date_gmt":"2024-07-03T07:00:07","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/managing-user-profile\/"},"modified":"2026-04-21T05:54:16","modified_gmt":"2026-04-21T05:54:16","slug":"managing-user-profile","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/managing-user-profile\/","title":{"rendered":"Managing Your User Profile"},"content":{"rendered":"<p>Your user profile controls the way that you see and use <a href=\"https:\/\/www.process.st\/\">Process Street.<\/a><\/p>\n<p>In your personal profile settings area you can manage your profile picture, user name, your <a href=\"https:\/\/www.process.st\/help\/docs\/change-email\/\">primary email address<\/a> and <a href=\"https:\/\/www.process.st\/help\/docs\/time-zones\/\">timezone<\/a>, as well as see which groups and organizations you are part of.<\/p>\n<p>It&#8217;s also where you can set up and manage your personal <a href=\"https:\/\/www.process.st\/help\/docs\/email-notifications\/\">email notifications<\/a>.<\/p>\n<p><em><strong>Users: Admins, <a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-full-member\/\">Builders<\/a>, <a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-free-member\/\">Users<\/a> and <a href=\"https:\/\/www.process.st\/help\/docs\/guests\/\">Guests<\/a> all have their own profile settings page. <\/strong><\/em><\/p>\n<h3>How to access your profile settings<\/h3>\n<p>To access your profile settings, click your <strong>profile picture<\/strong> (or your initials if you don&#8217;t have a profile picture yet) in the top right of your screen.<\/p>\n<p>From the drop-down, click on &#8220;<strong>My Profile<\/strong>&#8220;.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-8231\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/profile-settings.png\" alt=\"Accessing profile settings from the top-right menu\" width=\"100%\" srcset=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/profile-settings.png 1024w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/profile-settings-300x150.png 300w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/profile-settings-768x384.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h3>Profile tab<\/h3>\n<p>Your &#8216;<a href=\"https:\/\/app.process.st\/users\/me\/manage\/profile\" target=\"_blank\" rel=\"noopener\">Profile<\/a>&#8216; tab gives you access to all of the most important aspects of your settings.<\/p>\n<p>From here, you can:<\/p>\n<ul>\n<li>Change your photo by clicking on &#8220;<strong>Change Photo<\/strong>&#8221; and uploading a new photo<\/li>\n<li>Change your display name in the &#8220;<strong>Name<\/strong>&#8221; field<\/li>\n<li>Change your job description in the &#8220;<strong>What I Do<\/strong>&#8221; field<\/li>\n<li>Add and remove multiple email addresses (and <a href=\"https:\/\/www.process.st\/help\/docs\/change-email\/\">set your primary address<\/a>)<\/li>\n<li>Reset your password<\/li>\n<li>Update your phone number<\/li>\n<li>Set your personal timezone<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-8232\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/profile-settings-profile.png\" alt=\"Profile tab showing name, email, and timezone settings\" width=\"100%\" srcset=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/profile-settings-profile.png 1024w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/profile-settings-profile-300x150.png 300w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/profile-settings-profile-768x384.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p><strong>Note:<\/strong> When uploading a profile picture, the file size must be less than 2 MB.<\/p>\n<h3>Notifications tab<\/h3>\n<p>The &#8216;<a href=\"https:\/\/app.process.st\/users\/me\/manage\/notifications\" target=\"_blank\" rel=\"noopener\">Notifications<\/a>&#8216; tab allows you to control the email notifications you receive from Process Street.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-8233\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/profile-settings-notifications.png\" alt=\"Notifications tab showing email notification options\" width=\"100%\" srcset=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/profile-settings-notifications.png 1024w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/profile-settings-notifications-300x150.png 300w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/profile-settings-notifications-768x384.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>Your notifications tab includes an option to opt-in or out of daily <a href=\"https:\/\/www.process.st\/help\/docs\/inbox\/\">My Work<\/a> reminders of upcoming and overdue tasks. You can also opt-in or out of all <a href=\"https:\/\/www.process.st\/help\/docs\/email-notifications\/\">email notifications<\/a>.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-8234\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/profile-settings-daily-email.png\" alt=\"Daily email reminder toggle\" width=\"100%\" srcset=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/profile-settings-daily-email.png 1024w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/profile-settings-daily-email-300x150.png 300w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/profile-settings-daily-email-768x384.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>To ensure that the required email notifications reach you, your admin has the ability to turn these notifications on or off at the <a href=\"https:\/\/www.process.st\/help\/docs\/org-level-notifications\/\">organizational level<\/a>.<\/p>\n<p>If you&#8217;re a part of multiple organizations, the organization-wide email notification settings will be applied to all the organizations you&#8217;re a part of.<\/p>\n<p>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 and adjust the notifications, as shown above.<\/p>\n<h3>Groups tab<\/h3>\n<p>The &#8216;<a href=\"https:\/\/app.process.st\/users\/me\/manage\/groups\">Groups<\/a>&#8216; tab allows you to view all of the <a href=\"https:\/\/www.process.st\/help\/docs\/groups\/\">groups<\/a> that you are a part of.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-8235\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/profile-settings-groups.png\" alt=\"Groups tab showing group memberships\" width=\"100%\" srcset=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/profile-settings-groups.png 1024w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/profile-settings-groups-300x150.png 300w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/profile-settings-groups-768x384.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>If you are an admin, you can add yourself to groups. If you are a builder you need an admin to do this for you. Find out who your admin\/s is\/are from the <a href=\"https:\/\/app.process.st\/organizations\/manage\/users\" target=\"_blank\" rel=\"noopener\">users page<\/a>.<\/p>\n<h3>Activity tab<\/h3>\n<p>The &#8216;<a href=\"https:\/\/app.process.st\/users\/me\/manage\/activity\" target=\"_blank\" rel=\"noopener\">Activity<\/a>&#8216; tab allows you to view all of <em>your<\/em> activity across all organizations, workflows, workflow runs, <a href=\"https:\/\/www.process.st\/help\/docs\/tasks\/\">tasks<\/a>, <a href=\"https:\/\/www.process.st\/help\/docs\/forms\/\">forms<\/a>, and <a href=\"https:\/\/www.process.st\/help\/docs\/pages\/\">pages<\/a>. This is great for keeping track of any changes that you have made regardless of when or where they were made.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-8236\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/profile-settings-activity.png\" alt=\"Activity tab showing recent user activity\" width=\"100%\" srcset=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/profile-settings-activity.png 1024w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/profile-settings-activity-300x150.png 300w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/profile-settings-activity-768x384.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>Admins can see the activity of other users from the <a href=\"https:\/\/www.process.st\/help\/docs\/managing-organization\/\">organization management area<\/a>.<\/p>\n<h3>Access tab<\/h3>\n<p>The &#8216;<a href=\"https:\/\/app.process.st\/users\/me\/manage\/access\" target=\"_blank\" rel=\"noopener\">Access<\/a>&#8216; tab shows a summary of everything you have access to, including workflows, pages, forms, and files. Use this tab to quickly find items shared with you or check your access level on a specific item.<\/p>\n<h3>Acknowledgments tab<\/h3>\n<p>The &#8216;<a href=\"https:\/\/app.process.st\/users\/me\/manage\/acknowledgments\" target=\"_blank\" rel=\"noopener\">Acknowledgments<\/a>&#8216; tab lists any acknowledgment documents assigned to you. From here you can see which acknowledgments you&#8217;ve completed and which are still pending.<\/p>\n<p><strong>Note:<\/strong> The Acknowledgments tab is only visible when your organization has the acknowledgments feature enabled.<\/p>\n<h3>Organizations tab<\/h3>\n<p>The &#8216;<a href=\"https:\/\/app.process.st\/users\/me\/manage\/organizations\" target=\"_blank\" rel=\"noopener\">Organizations<\/a>&#8216; 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 &#8216;<strong>Manage Organizations<\/strong>&#8216;.<\/p>\n<p>From here you can:<\/p>\n<ul>\n<li>Create a new organization by clicking &#8216;<strong>New Organization<\/strong>&#8216; (new organizations are on the 14-day free trial by default)<\/li>\n<li>Switch the organization you&#8217;re actively working in (highlighted) by clicking &#8216;<strong>Switch<\/strong>&#8216; next to the organization&#8217;s name you&#8217;d like to switch to, shown below<\/li>\n<li>Remove an organization from your account (does not delete the organization) by clicking the <strong>trash can<\/strong> icon next to the organization&#8217;s name.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-8237\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/profile-settings-orgs.png\" alt=\"Organizations tab showing organization list\" width=\"100%\" srcset=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/profile-settings-orgs.png 1024w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/profile-settings-orgs-300x150.png 300w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/11\/profile-settings-orgs-768x384.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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&#8217;s also where you can set up and manage your [&hellip;]<\/p>\n","protected":false},"author":6,"template":"","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Settings","footnotes":""},"ht_kb_category":[166],"ht_kb_tag":[207,323,324],"class_list":["post-5795","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-getting-started","ht_kb_tag-notifications","ht_kb_tag-profile","ht_kb_tag-settings"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5795","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\/6"}],"version-history":[{"count":6,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5795\/revisions"}],"predecessor-version":[{"id":9847,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5795\/revisions\/9847"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=5795"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=5795"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=5795"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}