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How to Set Up Your Profile

This article covers how to view and update your profile information in ArcPrime.

Written by Jonathan Liu

πŸ“· The Profile settings page showing Name, Email, and Role fields

Prerequisites

  • An active ArcPrime account with any role

Steps

  1. Click your avatar in the upper-right corner of the navigation bar. A dropdown menu appears with options for Settings, Contact Support, and Logout.

  2. Select Settings. The Settings page opens with a sidebar on the left organized into sections: My Account, People & Roles, Disclosures, Workspace Data, and Workflows & Automation.

  3. Under the My Account section in the sidebar, click Profile. The Profile page displays your current information in a clean card layout.

  4. Review the following fields:

  • Name β€” Your display name as it appears throughout ArcPrime. This is the name other team members see on tasks, disclosures, and correspondence.

  • Email β€” The email address associated with your account. This is the address used for sign-in, notifications, and signature request emails.

  • Role β€” Your assigned role (for example, Internal Counsel, Inventor, or Administrator). Roles are set by your workspace administrator and cannot be changed from this page. If you hold multiple roles, all are listed here separated by commas.

  1. To return to ArcPrime, click Back to App at the top of the settings sidebar, or click the ArcPrime logo in the navigation bar.

πŸ“· The Settings sidebar showing My Account section with Profile, Email Tracking, and Units links

Changing Your Password

ArcPrime does not have a password change option within the Profile page. To update your password:

  1. Sign out of ArcPrime by clicking your avatar and selecting Logout.

  2. On the sign-in page, click Reset Password.

  3. Enter your email address. ArcPrime sends a password reset link to your inbox.

  4. Click the link and set your new password.

Note: If you need to change your email address or role, contact your workspace administrator. These fields cannot be edited from the Profile page.

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