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PathcoreFlow User Manual

My Account


Many of the restrictions that govern user accounts, such as accessible content (i.e. the files and folders visible in the Repository), roles and permissions (i.e. the actions you can take with the files in the Repository), as well as the ability to modify properties of custom fields and report templates, are controlled by your account administrator. Contact your administrator if you have any questions about these topics.

User Profile

Users can modify certain account properties and preferences such as their name, profile photo and signature. Users cannot change their email address.

To change the name of your account

  1. Click on the user icon at the top right of the screen

  2. In the popup menu, click on My Account

  3. Click on the Profile tab if necessary

  4. Click on the Edit button in the Name section

  5. Edit the text in the textbox

  6. Click on the Apply button to save your changes

To add or change the profile photo of your account

  1. Click on the user icon at the top right of the screen

  2. In the popup menu, click on My Account

  3. Click on the Profile tab if necessary

  4. Click on the Edit button in the Profile Photo section

  5. Click on Upload Photo and select an image from your PC

  6. (Optional) Use the slide beneath the photo to adjust the visible content

  7. Click on the Apply button to save your changes

To add or change the signature image for your account

  1. Click on the user icon at the top right of the screen

  2. In the popup menu, click on My Account

  3. Click on the Profile tab if necessary

  4. Click on the Edit button to in the Signature section

  5. Click on the Upload Signature button and select an image from your PC

  6. Click on the Apply button to save your changes

To change your password

  1. Click on the user icon at the top right of the screen

  2. In the popup menu, click on My Account

  3. Click on the Profile tab if necessary

  4. Click on Change Password

  5. Enter your current password

  6. Enter a new password

  7. Renter the new password to confirm

  8. Click on the Apply button to save your changes

Preferences

Visiopharm Preferences [add-on]

To change the default application used with the Open in VIS button

  1. Click on the user icon at the top right of the screen

  2. In the popup menu, click on My Account

  3. Click on the Preferences tab

  4. Under the Visiopharm section, locate the Default Application setting

  5. Select either VIS or VIS Basic, depending on which software you have installed

To change the sub-image handling behavior

  1. Click on the user icon at the top right of the screen

  2. In the popup menu, click on My Account

  3. Click on the Preferences tab

  4. Under the Visiopharm section, locate the Sub-image Handling setting

  5. Select either All Sub-images or First Sub-image

All Sub-images is only supported in versions of Visiopharm released after Q2 2022.

Teams

A user may be a member of more than one team within PathcoreFlow. Each team has its own Repository, as well as associated Data Groups and Roles.

A user can only be logged into one team at a time.
To switch your currently active team

  1. Click on the user icon at the top right of the screen

  2. Under Other Teams select the name of the team to which you want to switch. Your current team is indicated with a checkmark

Other Teams will only appear in the popup menu if the user is part of more than one team.

Forgotten Password

In the case a user forgets their password, they can use the self-serve option to reset it.

Users on a team with SSO enforced cannot reset their password in PathcoreFlow and should instead contact their team administrator.
To reset a forgotten password

  1. Visit the login page for your PathcoreFlow service

  2. Click on the Forgot your password? link below the login form

  3. Enter your email address in the Email field

  4. Click on the Submit button

  5. Follow the instructions in the email message to reset the password