Personal Settings
Reference for Personal Settings in Wholechain Settings.
At a glance
| Item | Detail |
|---|---|
| Who can use it | Every user, for their own profile. |
| Applies to | The signed-in user only. Nothing here changes other users. |
| Where to find it | Personal Settings, the first tab of Settings. Open Settings with the gear icon at the bottom of the left-hand navigation bar or the Settings button on the Dashboard. |
Profile header
| Element | Description |
|---|---|
| Upload | Adds or replaces the user image. |
| Name and email | Displays the user's name and login email. |
User Details
| Field | Req. | Editable | Values and behavior |
|---|---|---|---|
| First name | No | Yes | Edit inline. Check icon saves; X icon cancels. |
| Last name | No | Yes | Edit inline. Check icon saves; X icon cancels. |
| n/a | No | Cannot be changed once associated with the user account. To use a different email, an Admin invites the new email from Users & Permissions and the invitation is accepted. This adds access under the new email; it does not edit the existing login or transfer identity or history. | |
| Password | n/a | Via reset | Displayed masked. Reset Password starts the reset flow. |
Reset Password dialog
| Element | Behavior |
|---|---|
| Title Reset password | Message: "You will be taken to the password reset flow for your account." |
| Cancel | Closes the dialog without changes. |
| Continue | Proceeds to the password reset flow. |
Preferences
| Field | Default | Behavior |
|---|---|---|
| Selected Language | English | Language in which Wholechain's own interface fields are displayed. Does not translate content users entered for Trade Items, Locations, Trade Partners, documents, purchase orders, or other records. |
Email preferences
All toggles default to on.
| Preference | Interface description | Purpose and limits |
|---|---|---|
| Inbound Shipments | Items waiting to be received | Shipments sent to the account that await receipt. |
| Outbound Shipments | Items that are received/rejected | Shipments sent from the account to another Wholechain account or a connected Trade Partner. |
| Network Invites | Invites that are accepted or rejected, and pending invites that are sent to you | Invitation notifications. Legacy preference tied to older invitation flows; planned for retirement. |
| Document Expiration | Documents that are set to expire | Applies to older documents with expiration dates. New documents cannot be uploaded with an expiration date. Planned for retirement. |
| Sharing | Templates and documents that are shared to you | Does not cover Trade Items or Locations shared with the account. |
| Purchase Order Sharing | Purchase Orders that are shared to you | A connected Wholechain Trade Partner shares a purchase order through the PO Tracker. |
| Purchase Order Reviews | Purchase Order reviews that are accepted or rejected, and pending invites that are sent to you | Purchase orders shared with revision permissions. |
UI Preferences
| Element | Behavior |
|---|---|
| Saved preferences | Describes clearing saved table layouts, column choices, and other temporary interface settings for the current account. |
| Clear | Opens the Clear saved UI preferences? dialog. |
| Cancel (dialog) | Keeps the saved preferences. |
| Clear UI preferences (dialog) | Removes saved table layouts, column choices, and temporary UI preferences for the current account only. Records are not affected. |
Dialog message: "This removes your saved table layouts, column choices, and other temporary UI preferences for the current account."
Rules
| Rule | Behavior |
|---|---|
| Email cannot change | Use an Admin invitation for a new email. |
| Interface language | Does not translate user-entered content. |
| Legacy preferences | Network Invites and Document Expiration are planned for retirement; no dates are set. |
Was this page helpful?