Account settings
Learn about the personal settings you can change to customize your user account.
Last updated
Learn about the personal settings you can change to customize your user account.
Last updated
To access your account settings, click the button with your initials or image on it (in the top-right corner of the screen), then select Account settings.
The Settings page displays your basic account settings, along with your browser and version information, which are helpful details when troubleshooting an issue.
The available settings and options depend on your user permissions, but typically, you can update information about yourself, such as name, email address, and phone number. You can also add a profile picture to display instead of a box with your initials.
After you make changes, click Save.
Click the profile picture.
Click Choose and select a picture from your computer.
Drag or resize the picture as required, then click Apply.
An email address is compulsory for users on the latest version of Phocas. You might be asked to enter an email address the first time you sign in. A valid email address is also required to subscribe to favorites.
Ensure your email address on the Settings page is correct and update it as required.
Select the language in which you want to run Phocas from the Language dropdown list.
If you set your language to German, French, Italian, Spanish, or Portuguese, the European number format (commas for decimal points) will be used.
Your time zone is usually already set for you, but you select a different zone from the Timezone dropdown list. This setting can't be left blank.
When you first sign in to Phocas, you might see a splash screen before you reach your homepage. You can control whether or not this displays by selecting Yes or No under the Show splash screen setting as required.
The ability to change (reset) your password depends on two settings managed by your administrator:
Authentication model: If your site uses the LDAP or SSO authentication model to manage how users sign in to Phocas, it's not possible for you to change your password in Phocas.
Password policy: Your site's password policy might prevent you from changing your password.
If it's possible for you to change your password in Phocas, you'll see the Change Password button next to the Save button. If not, contact your administrator about getting your password changed.
To change your password, click Change Password, enter your current password and new password, then confirm the new password and click Save.
Select when you want to receive notifications from Phocas via email:
Agenda items (for users who also have Phocas CRM).
Notice of database build and/or sync failures (for administrators).
