Follow these steps to edit a ProcessMaker user account:
Click the Edit icon for the ProcessMaker user account to edit. The Information tab displays for that ProcessMaker user account.
Edit the following information in the Information tab about the person associated with the ProcessMaker user account as necessary:
In the Name section, change the following information:
In the First Name field, edit the person's first name. This is a required field.
In the Last Name field, edit the person's last name. This is a required field.
In the Job Title field, edit the person's organizational job title.
In the Contact Information section, change the following information:
In the Email field, edit the person's unique business email address. This is a required field.
In the Phone field, edit the person's business telephone number.
In the Fax field, edit the person's business fax number.
In the Cell field, edit the person's cell phone number.
In the Address section, change the following information:
In the Address field, edit the person's business address.
In the City field, edit the city for the person's business address.
From the State or Region drop-down menu, select the state, region, or province for the person's business address.
In the Postal code field, edit the person's business postal code.
From the Country drop-down menu, select the country for the person's business address.
In the Localization section, change the following information:
From the Date format drop-down menu, select the format for how dates are displayed for this person from the following options:
m/d/Y h:i A (12/31/2017 11:30 pm)
m/d/Y H:i (12/31/2017 23:30)
d/m/Y (31/12/2017 23:30)
d/m/Y H:i (31/12/2017 23:30)
Y/m/d H:i (2017/12/31 23:30)
From the Time zone drop-down menu, select the time zone in which to display times for this person.
From the Language drop-down menu, select in which language to display ProcessMaker labels. Note that English-language is the default language and the only natural language provided for the ProcessMaker open-source edition. However, if the Translations package is installed to your ProcessMaker instance, you may display the ProcessMaker user interface labels and messages to German-, Spanish-, or French-language. Changing this profile setting only affects this ProcessMaker user account. Contact ProcessMaker Sales or ask your ProcessMaker sales representative how the Translations package can be installed in your ProcessMaker instance.
Optionally, select one of the following non-English languages if the Translations package is installed in your ProcessMaker instance:
German: Select the de option.
Spanish: Select the es option.
French: Select the fr option.
Select the avatar image to change the avatar for the ProcessMaker user account. If there is no avatar image, the initials for that person's full name display. When the avatar image is selected, the Upload Avatar screen displays to select a new avatar image. Click the Browse button to locate the new avatar image. After selecting the new image, click Save from the Upload Avatar screen.
In the Username field, edit the username for the person's ProcessMaker user account. This is a required field.
From the Status drop-down menu, select the status of the ProcessMaker user account from the following options:
Active: An Active ProcessMaker user account is one in which a person can use it to log on to ProcessMaker.
Inactive: An Inactive ProcessMaker user account is one in which a person cannot use it to log on to ProcessMaker.
In the New Password field, edit the password to log on with the ProcessMaker user account. Leave the New Password field blank to keep the current password. Passwords must be at least eight (8) characters long. Password special characters are recommended. Password validation indicates how strong your password is if you enter a new password.
In the Confirm Password field, confirm that the password matches that entered into the New Password field if a new password was entered. If you entered a new password, password validation indicates if the New Password and Confirm Password values do not match.
Click Save if you made any changes in the Information tab and do not need to make other changes in the ProcessMaker user account. Otherwise, continue.
Click the Groups tab. The Groups tab displays the ProcessMaker groups of which that ProcessMaker user is a member. If no groups have been created, the following message displays: No Data Available. See Create a Group.
The Groups tab displays the following information:
Group: The Group column displays the name of the group of which the ProcessMaker user is a member.
Description: The Description column displays the description of the group.
In the Groups tab, change which ProcessMaker group(s) to which that ProcessMaker user is a member if necessary:
Follow these steps to add the ProcessMaker user to a ProcessMaker group:
Click the +Add User to Group button. The Add User To Group screen displays.
From the Groups drop-down menu, select which ProcessMaker group(s) to add the ProcessMaker user as a member. Multiple ProcessMaker groups may be added, one at a time, to this field. You may click the Remove icon to remove a ProcessMaker user account from the Groups drop-down menu.
Click Save. The selected ProcessMaker group(s) displays in the Groups tab.
Follow these steps to remove the ProcessMaker user from a ProcessMaker group:
Click the Remove from Group iconto remove the ProcessMaker user from the selected ProcessMaker group. A confirmation screen displays to confirm the removal of the ProcessMaker group from the user account.
Click Confirm. The ProcessMaker user is no longer a member of that ProcessMaker group.
Click the Permissions tab. The Permissions tab displays permissions assigned to that ProcessMaker user account.
In the Permissions tab, change which permissions from each permission category to assign that ProcessMaker user account if necessary. Follow these guidelines to change permission assignments:
Select the Make this user a Super Admin option to grant unrestricted access to the entire ProcessMaker instance. In doing so, ProcessMaker does not check permissions for ProcessMaker user accounts with this setting selected, allowing such users to administer and install packages which might otherwise require permissions be granted to a ProcessMaker user account to perform.
Select the Assign all permissions to this user checkbox to assign all permissions to the ProcessMaker user account.
Click on a permission category to expand the view of individual permissions within that category. Click on an expanded permission category to collapse that category. If you don't intend to assign this ProcessMaker user account with any group(s), then assign permissions to this user account. Note that if this ProcessMaker user account is assigned to any group(s), the permissions set in the group(s) take apply to those assigned to the user account. See Permission Descriptions for Users and Groups.
Click Save if you made any changes in the Information or Permissions tabs.
Use an API token with a ProcessMaker user account to successfully make calls to the ProcessMaker REST API from an external third-party application or a ProcessMaker Script. The API token must not be expired for that API token to work.
A ProcessMaker user must have a valid API token to successfully make calls to the ProcessMaker RESTful API from an external third-party application.
Follow these steps to generate an API token:
Select the Edit icon for the ProcessMaker user account to generate an API token to the ProcessMaker API. The Information tab displays for that ProcessMaker user account.
Click the API Tokens tab.
Click Generate New Token. The token displays.
Click Copy Token to Clipboard.
Save the API token in the external third-party application. Alternatively, send the person using the ProcessMaker user account the API token. Make note of when the API token automatically expires.
Follow these steps to delete an API token:
Select the Edit icon for the ProcessMaker user account from which to delete an API token. The Information tab displays for that ProcessMaker user account.
Click the API Tokens tab.
Click the Delete iconfor the API token to delete. A message displays to confirm deletion of the API token. The API token is referenced by its ID value.