Profile & Preferences

Profile & Preferences

Within Procorem, you have the ability to customize a wide range of information about yourself to make visible to other users. This includes your profile picture, name, time zone preferences, physical address, phone number and more. In the same area as you manage your profile, you can also manage your preferences for Procorem such as your password and email notification schedule.

Accessing your Profile and Preferences

Within Procorem, you can access your Profile at any time. Simply navigate to the top right corner of the application and click next to your name. The profile area is located right next to the search in the top right hand corner of the application.

Profile-Menu

The Profile Screen

Clicking on the Profile section will allow you to change a wide range of personal information. This information controls your time zone as well as provides other users information about yourself. Feel free to fill as much or as little as you would like.

Profile-Page

Uploading your Picture

To upload or change a profile picture, click on the “Picture” tab under the Profile settings. From there simply click “Change Picture” or “Upload Photo” and select a picture of your choosing.

Profile-Picture

Managing your Invites

If at any time you would like to check for Pending, Received or Sent Invites simply click on the “Invites” tab under the Profile Settings. Here you can see all your Account invitations that are pending as well as ones which you have received or sent.

Profile-Invites

Updating your Password

To update your password in Procorem, select the “Password” tab. Here you will be asked to enter your existing password as well as enter a new Password. Before moving on, the system will ensure that you adhere to our password requirements.

Profile-Password

Managing Email Notifications and Preferences

Email notifications can be controlled on the WorkCenter level as well as in the Preferences tab. The Procorem User Guide goes into detail on the types of notifications in the Notifications in Procorem section.

With custom notifications you choose how you want to be updated of important information in Procorem. You can receive immediate email notifications, daily or weekly digests, or choose to receive no notifications at all.

To manage email notifications in the profile area, select the “Preferences” tab. Once there, you have the option to turn notifications on or off, select the frequency of the digest (daily or weekly) and then manage your preferences by individual WorkCenter.

Notification-Preferences

 

Procorem Note: If your notifications are turned on, you must choose either Immediate or Digest notifications for each WorkCenter. The default will be Immediate Notifications until the preferences are changed.

Account Administrators can also choose to receive a digest for WorkCenters they are not an active collaborator. This allows Account Administrators access into all Procorem activities regardless of WorkCenter subscription.

Background Processes

In Procorem, you can easily move, copy and delete files in bulk from one WorkCenter to another.  To learn more about bulk file transfers, please review the Bulk File & Folder Management section of the Help Center.

On top of the ability to mass transfer documents, Procorem allows you to create WorkCenter templates in order to quickly replicate Tasks, Comments, Documents, Folders and Collaborators between WorkCenters. Check out the WorkCenter Template section of the Help Center for more information.

Profile-Background-Processes

Any time you move, copy, transfer, or import information in Procorem, the progress and activity you make will be tracked in your Background Processes section of your Profile.  This tab will provide insight into the current status of a transfer, any errors related to the transfer, and when the transfer is complete.

 

The profile section of Procorem is your one stop shop to edit and view all information associated with you in Procorem.

Procorem Note: You can access Background Processes on the Account level and on your profile. On the Profile tab you will only see the Background Processes you initiated.  Account Background Processes will allow Account Administrators the ability to view all background processes (past and present) for the entire account, regardless of who initiated the action. For more on Account Background Processes, please see the Background Processes article.