Account (personal) settings
To access your account settings, click the box with your initials in it (top right corner of the screen), then select Account settings.
Your account settings page displays your basic account settings. It also displays your browser and version information, which are useful details if you are 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 the required changes (see below for details), click the Save button to apply your changes.
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 for subscribing to favorites.
Ensure the email address you see on the Settings page is correct and if required, update it.
Change the language
Select the language in which you want to run Phocas from the Language dropdown list.
If you have set your Phocas language to German, French, Italian, Spanish or Portuguese, European number formatting will be used (i.e. decimal comma, thousand separator full stop) in number display.
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 cannot be left blank.
Show or hide the splash screen
When you first sign in to Phocas, you might see a 'splash' screen before you get to your homepage. You can select 'Yes' or 'No' under Show splash screen.
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). See Schedule agenda email notifications.
Notice of database build and/or sync failures (for administrators).