Help/FAQs

Profile

Your login credentials are the same username and password that you use to log in to the Blue Prism Portal. If you have forgotten your login credentials, please click here to receive details of your username along with instructions on how to reset your password.
You can edit your information by clicking on the pencil icons from your profile page. You will find three pencil icons to edit:
  • Your name
  • Your Bio
  • Your contact details: here you will be able to make changes to your company name, job title, address, city, country, web and phone information.
Please navigate to your profile page, then select the "My Account" tab and choose "Privacy Settings" from the drop-down menu. This will let you control what information is visible to whom: public, my contacts, members only or only me. After you’ve made changes, click the “Save Changes” button at the bottom of the page.
Click the “Members" link found in the main navigation bar. From here, you can search members based on:
  • First and/or last name
  • Company/Institution name
  • Email address

Switch to the “Networks" tab to find users with similar demographics (city, job title, interests) as you, or check out the "People You May Know" tab to find contact suggestions customized to you.

There are several ways to add contacts. When you perform a search or click through and view an individual’s profile, you will see a grey “Add as contact” button located at the right of their profile picture. Just click this button to send a contact request. Similarly, if you hover over someone’s picture, you will be prompted with a “request contact button”. You can check your contact request by going to your Community inbox and clicking on “Contact Requests”.
Creating this virtual address book makes it easy to send your contacts messages through the community site to stay in touch, ask questions or even build a network. Additionally, when you view another member’s profile, you’ll be able to see any contacts you have in common. You can also choose to let your contacts view certain demographics in your profile that others can't.

Communities

Communities are dedicated spaces that allow you to participate in discussions and share resources with other members around an industry or product. We have six different Community types and you can explore them by checking the links below: .
  • You can join a Community and/or a User Group on the Blue Prism Community site.
  • Communities are usually focused around a product, industry or special topic (e.g. Decipher Community).
  • Our online Communities include discussion boards and are managed by Blue Prism employees.
  • User Groups are focused on location (e.g. London User Group) to enable local events and are led by Blue Prism customers or partners.
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Click on “Communities” in the main navigation and click on “All Communities” in order to see a list of available communities. Click on the community that you wish to join and simply click "Join" at the top right of the page. Once you join a Community, you will be prompted to select a notification frequency for community updates (real time, daily/weekly digest, no email).
To keep updated with Community best practices, we suggest you join the Community chat community, where all conversations around the Blue Prism Community and general announcement take place. Additionally, you can also search for the #quick_tip hashtag and check the Welcome page to get up to speed with everything you need to know about the Community.
Go to “Communities” in the main navigation bar. Select “My Communities” to view the communities you currently belong to, or select "All Communities" to see a list of all available communities that you can join.
Navigate to your profile and click on the "My Account" tab. Choose "Community Notifications" from the drop-down menu. For each Community, you have the following delivery options:
  • Real time: sends an email every time a new message is posted.
  • Daily digest: sends one email to you each day, consolidating all of the posts from the previous day.
  • No Email: allows you to be part of the group without having emails sent to you. You can still post and read others’ messages by logging into the community site.
To read more information about Community notifications, check this quick tip.
Go to your profile and click on the "My Account" tab. Choose "Community Notifications" from the drop-down menu. Here, you will see a list of available communities and those to which you’ve subscribed. Select "Leave Community” under the Actions column for the discussions you wish to leave.
To reply to a discussion post, please navigate to the discussion post and click “Reply” to write your message. Once ready, don’t forget to click on “Post” to send your message to the entire community.
Head to the community you'd like to create a post in and click on “Post a new message.” If you're not already a member of the community, you'll be prompted to join and select your notification preferences before being taken to the discussion create. When creating a new post, you will need to choose between:
  • Open-ended Discussion
  • Question to be answered
Questions are threads requiring an answer, while discussions are open-ended threads for ongoing conversations. When in doubt, we suggest selecting the Question to be Answered option. Additionally, when using filters, you can now drill down further just to see questions with or without answers with the drop down lists on the threads tab. Read more information about questions vs. discussions in this quick tip.
If images are not appearing, it is likely that your email software is set to block images. This should be something you can change in your security or viewing options. If you would rather receive text-based email, go to your profile page and click on the "My Account" tab. Choose "Community Notifications" from the drop-down menu. Select the “Plain Text” format option for each of the discussions you are subscribed to.
Yes, please enter a keyword in the search bar located in the main navigation. To refine your search results, please search for a keyword or phrases and use the filtering options in the left.

Local User Groups

Go to the Local User Groups page under “Communities” and click on your region (Europe, APAC, North America, Rest of the world) to explore the existing user groups your region. When you find a user group you would like to join, just click on the orange “Join” button to become a member.

Ways to get Involved

Ideas are pieces of feedback you can suggest from the Ideas Portal as a Community member. The Ideas Portal will crowd source your feedback by collecting your ideas and allowing other users to vote on whether they’d like to see that suggestion implemented.
Go to the Ideas Portal and click on the “Add” button. Before creating an Idea use the "Search" feature to see if it has already been submitted. When creating an idea, be sure to be as detailed as possible in your title and description. Please note all ideas must be assigned a category to give our team context on which product or service you are looking to provide feedback on.
Use the filters in the Ideas Portal page to find ideas that are relevant to you! You can use the search bar to narrow down by keyword, or use the category, status, or created date drop downs to sort through published ideas. Please bear in mind:
  • If you like an idea, be sure to vote! Ideas with a higher score are more likely to be noticed by the ideation review teams.
  • If you have a question or comment on an existing idea don’t be afraid to jump in and start a discussion in the comments section of that idea.
Tags are great way to promote and find content on the Blue Prism Community. Tags can be applied to posts, blogs, library entries, events, and glossary terms. Tagged items are prioritized in the search results.
If you know which library the documents might be located in, find the relevant community via the All Communities page, then click on the “Library” tab. If you do not know where the documents might be, enter search terms in the main search box the same way you might enter search terms into Google or another search engine.
Select the “Share a File” link found under “Participate” in the main navigation or "Create New Library Entry" on any community landing page. Please note that uploading a document is accomplished by completing a few steps, and each step must be completed before you can move on to the next:
  • Choose a title for your document, and include a description (optional). Select the library to which you’d like to upload it, and select a folder to which you’d like to upload it (optional). Then, choose an Entry Type (most will be Standard Files, but be cognizant of any copyright licensed material). Once you have completed these steps, please click “Next.”
  • Upload your file.
  • Select “Next” if you want to further describe your files and/or add tags to your file. Otherwise, please click “Finish” to post your library entry
The system supports dozens of file types including hyperlinks, standard files (Word, Excel, PowerPoint), webinars, images and YouTube videos.
We suggest following the Events chat Community for all info on events and access to events recordings. You can also check all upcoming events and register in the Events landing page.