Use this mapping document to update your existing bookmarks/links to the old Help centre with the new Help documentation links.

Home Page

The Home Page is the landing page when you log in to your Nintex Promapp site. The Home Page is the hub of your activities in Nintex Promapp. It allows you to easily access different areas of the application, and provides quick reference information about your Nintex Promapp site.

On this page:

Video: Home Page overview

For a quick overview of the Home Page, see the Help video.

Main navigation bar

The main navigation bar is displayed at the top on all screens and has the following tabs. Click image to view details.

Processes Documents Automation Systems My Dashboard Search

The Risks, Improvements, and Training Add-on tabs are displayed only if your organisation has access and you have been assigned the required permissions.

Above the navigation bar you can quickly access your profile, log out of Nintex Promapp, or adjust administration and configuration settings if you have access. There is also an easy-to-find Help menu here.

Profile settings

From the Home Page you can check your Nintex Promapp profile overview. There is the opportunity to provide feedback on your Nintex Promapp experience, modify settings and review your level of engagement through the Awesome Meter. Click image to view details.

The My Profile menu allows you to customise your Nintex Promapp avatar image, request changes in your roles and responsibilities, and update your password if required.

  • Click edit under your avatar OR on the top right-hand corner of the screen, click the drop-down list next to your name, and then click My Profile.
Action Details
Change profile picture or avatar
  1. Click editnext to your name.
  2. Click to select an existing avatar or click Choose File to upload a new file.
  3. Click Select.
Request role change
  1. In the profile section, click Request Role Change.
  2. Complete the email template provided and click Send. This email is sent to the Nintex Promapp Promaster.
Request responsibility change
  1. In the profile section, click Request Responsibility Change.
  2. Complete the email template provided and click Send. This email is sent to the Nintex Promapp Promaster.
Change Password
  1. In the Change My Password section, type Current Password, then type the New Password twice.
  2. Click Change Password.
Change Time Zone
  1. In the Change My Time Zone section, select the Manually set time zone check box.
  2. Select the required time zone from the drop-down list.
Access Tokens PromasterA Nintex Promapp system administrator who administers a Nintex Promapp site and has rights to view and edit all areas of a Nintex Promapp site. privilege required For more information, see access tokens.

The Awesome Meter is a guide to track engagement and ensure you are aware of your responsibilities. You can track changes to processes you are involved in and processes you need to review. When processes are updated, you will be kept informed if you've notifications or if you have not provided feedback.

The drop-down menu also provides a series of tutorial-style tasks to enhance your understanding of how Nintex Promapp works.

Admin settings

The Admin drop-down list is available on the top right-hand corner and provides access to configuration settings for your Nintex Promapp site. For more information, see Administration.

Recent processes and dashboard summary

The Home Page allows you to search for the processes you want, or find recently viewed processes and documents. The Dashboard summary highlights items that require attention. For more information, see Dashboard.

Bulletin board

Use the Bulletin board to make an announcement, share an improvement success, or post a tip. Bulletin Board messages are visible to all Nintex Promapp users in your organisation. They can be used to share in-house information or success stories with your wider team. Anyone can add messages, but only PromastersA Nintex Promapp system administrator who administers a Nintex Promapp site and has rights to view and edit all areas of a Nintex Promapp site. can remove posts by others. Click image to view details.

Bulletin Board messages can contain internet and intranet links, and can be formatted with basic text styles. To add links to a Bulletin Board message, use the following formatting guides:

This section describes who can add, view, delete comments and how you can format text displayed on the Bulletin board.

  • All users can post and add comments to posts on the Bulletin board.

  • Users can delete comments they post. Promasters can delete any comment.

  • You can highlight text in your bulletin posts/replies using italics or bold:

    Style Use Example
    Bold 3 Single Quotes '''Bold'''
    Italics 2 Single Quotes ''Italic''

  • Use the following guidelines to post links:

    Link type Use Example
    Email use mailto: [email address] mailto: support@nintex.com
    Intranet address type the full address https://ourspace/Branches/CorporateCivicAdmin
    Internet address post the link preceded by http:// https://www.google.co.nz/
    Links Square Brackets to delimit a link, with a pipe character after the link delimiting the start of the custom label.
    • [https://www.nintex.com] will be a hyperlink with the text https://www.nintex.com where as,
    • [https://www.nintex.com | Nintex website] will be a hyperlink with the text 'Nintex website'.

Governance dashboard

The Governance Dashboard section is a summary of those with overall responsibility for process improvement in your organisation, and the current state of your processes. Business Analysts and Promasters can access reports from this section for more detail on these statistics. For more information, see Governance dashboard.