Account settings
Learn about the personal settings you can change to customize your user account.
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.
Add your profile picture
Click the profile picture.
Click Choose and select a picture from your computer.
Drag or resize the picture as required, then click Apply.
Enter or update your email address
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.
Change the language
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.
Change the time zone
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.
Show or hide the splash screen
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.
Reset your password
Depending on your Phocas site's authentication type, you might see an option to Reset your password near the Save button.
Change your email notification preferences
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).
Last updated
