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Personal Settings

Contents

  1. 1 Introduction to Personal Settings
  2. 2 Settings
  3. 3 Proofing defaults
  4. 4 Integrations
  5. 5 Tags

Introduction to Personal Settings

The Personal settings section is where you manage your personal settings.

To get to your Personal settings:

  • Go to Settings at the top right of ProofHQ.
  • Click Personal Settings

Your Personal Settings section has the following tabs:

In any of these tabs (except Tags), you can change your password by clicking on the Change Password button at the top right.


Settings

The Settings tab has the following sections:

Personal details

The Personal details section includes the following:

Name

This is the name that will be displayed in the system and attributed to your comments and replies.

Primary Email

This is the primary email address used by the system. 
 
If you need to change your primary email address, see Change your primary email. See also User Email Aliases.

Change your primary email

To change your primary email address:
  • Go to Settings > Personal Settings
  • Click on the Edit link next to your email address
  • Add the new email address and click Save
  • You will receive a validation email with a link to validate the email address
  • Once validated your email address change is complete.
NB: The new email address will now become your login email address when you log in to ProofHQ going forward and all email notifications will be sent to this email address.

Permissions Profile

This is the profile set by your Account administrator. It determines the permission level you have within your account. See Profile and Permissions.

Position

You can enter a Position here. This is useful for large Organisations.

Language

You can select a language here. Currently ProofHQ is available in English, German, Spanish and Japanese.

(If you are interested in helping us translate ProofHQ into other languages, please contact us at support@proofhq.com.)

Timezone

You can select a Timezone here. This will affect notifications such as Deadlines for proofs.

Date Format

You can select a date and time format here.

NB: This will apply to most areas of the application, but will not apply when entering a Deadline for new proofs (proof deadlines are always in a 24-hour format).

Address

This is your personal address.

Telephone Numbers

These are your personal phone numbers.

Usage Statistics

This section shows the following personal usage statistics for the current billing period:
  • Storage used
  • Proofs used

To see the Usage statistics for your whole account, go to the Billings section of your account.

OpenID Integration

You can decide to login to ProofHQ using OpenID. You can save your OpenID settings in this section.

Account Details

This section shows the following details:

  • Organisation name
  • Organisation address
  • Organisation contact numbers

These will be inherited from the details saved in Account Settings (set by the Account administrator).

User Email Aliases

Set email aliases

You can set email aliases for your profile, meaning that proofs sent to those email addresses will appear in your Dashboard. To do this:

  • Click the New email address link at the top of this section
  • Type in the new email address and click Save
  • You will receive a validation email with the subject "Confirm your email alias" at this email address - you will need to click the link in the email to validate it (clicking the link will take you to your Dashboard)
  • The new email address will be shown in this section with a status of "Alias email"

Profile Changes Log

This section shows you a list of the changes that you have made to your profile, e.g. Password has been changed or Email has been added/deleted. Click the See complete list link to get taken to the Profiles log in the Activity page in your account.


Proofing defaults

In this section you can view and edit the following:

Default Email Notification Settings

In this section you can:
  • Choose the default email notification setting for you and your reviewers
  • Enable the Notify me when my proofs are ready function
  • Choose the format of emails sent to you

See Email Notifications

Messages Settings

Here you can save a template Subject and Message which will appear in the new proof email that is sent to everybody added to a proof.

NB: You can also edit the Subject and Message in the new proof page when creating the proof.

Default Proof Settings

In this section you can save your preferred proof defaults. These settings will show in the new proof page when you create a new proof. The proof defaults are:

  • Lock proof when all decisions made 
  • Only require one decision
  • Login required 
  • Subscription enabled
    • Default role for new subscribers
    • Subscriber validation required
  • Block download of original file
  • My default proof role

Integrations

This section shows you the options you have for setting up pre-built integration links with third-party applications. Current integration points are with:

See our Basecamp help pages for guidance on how to integrate ProofHQ with Basecamp.

Also see Account settings.


Tags

In this section you can add new tags to items, as well as view, edit and delete existing tags.

See Tags