Setting preferences and notifications
Your user profile contains your personal contact information and preferences that you can set for working with Process Portal and receiving notifications.
Setting preferences
You can change the following settings in your user profile:
- Contact information, including a photo. Your photo appears in your posts and comments.
- Portal preferences. These preferences include settings for your working language, receiving confirmation messages when you claim a task, opening a task in a new window, and receiving notifications by email.
- Notification preferences. By default, you receive a notification when an event occurs that
affects you, for example, a task is assigned to you, an activity is updated, or you are mentioned in
a post. Attention: Depending on how Process Portal is set up, your user profile might not contain the notification preferences section.
Procedure
- In the main menu, click User Profile.
- Make the changes to your settings and click Save.
Results
Attention: If you select Arabic or
Hebrew as your language setting, you might see unexpected results when you
sort tasks in the Table View.
Setting notifications
You can receive notifications directly in Process Portal when an action occurs
that affects you and your work, for example, when a new task is assigned to you or your user group,
or you are mentioned in a post on a process instance. You can use settings in your user profile to
control which notifications you see.
You can receive notifications directly in Process Portal in the following situations:
- A new task is assigned to you or your user group.
- You are mentioned in a post on a process that you are participating in.
- An activity in a process instance is updated.
In federated environments, notifications aren't shown directly in Process Portal. Support for task email notifications is available.