Follow these steps to edit a ProcessMaker group:
View all ProcessMaker groups. The Groups page displays.
Click the Edit icon for the ProcessMaker group to edit. The Group Details tab displays.
Edit the following information in the Group Details tab about the ProcessMaker group as necessary:
In the Name field, edit the name of the ProcessMaker group. This is a required field.
In the Description field, edit the description of the ProcessMaker group.
From the Status drop-down menu, select the status of the ProcessMaker group from one of the following options:
Active: An Active ProcessMaker group is one to which ProcessMaker user accounts can be assigned as members.
Inactive: An Inactive ProcessMaker group is one to which ProcessMaker user accounts cannot be assigned. When a ProcessMaker group becomes inactive, ProcessMaker user accounts that were members of that group are no longer members.
Click Save if you made any changes in the Group Members tab and do not need to make other changes in the ProcessMaker group. Otherwise, continue.
Click the Group Members tab. The Group Members tab displays which ProcessMaker user accounts are members of this group. If there are no group members, the following message displays: No Data Available.
The Group Members tab displays the following information:
Username: The Username column displays the ProcessMaker user account's username for the group member.
Full Name: The Full Name column displays the full name for the group member.
Status: The Status column displays one of the following statuses for the ProcessMaker user account:
Active: An Active ProcessMaker user account is one in which a person can use his or her user account to log on to ProcessMaker.
Inactive: An Inactive ProcessMaker user account is one in which a person cannot use his or her user account to log on to ProcessMaker.
Search: Click the Search field and then enter text to filter the list of ProcessMaker user accounts. As you enter text into the Search field, ProcessMaker user accounts display that match your entered text.
In the Group Members tab, change which ProcessMaker user accounts are members of this ProcessMaker group by following these guidelines:
Follow these steps to add ProcessMaker user accounts to the group:
Click the +User button. The Add Users screen displays.
From the Users drop-down menu, select which ProcessMaker user account(s) to include as members of this ProcessMaker group by selecting the person's full name. Multiple ProcessMaker users may be added, one at a time, to this field. You may click the Remove icon to remove a ProcessMaker user account from the Users drop-down menu.
Click Save. The ProcessMaker user account(s) from the Users drop-down menu display in the Group Members tab.
Follow these steps to remove ProcessMaker user accounts from the group:
Click the Remove from Group iconfor the ProcessMaker user account. The Caution screen displays to confirm the removal of the ProcessMaker user group.
Click the Group Permissions tab. The Group Permissions tab displays permissions assigned to all members of that ProcessMaker group. Permissions assigned to the ProcessMaker group apply to all ProcessMaker user account members of this group.
In the Group Permissions tab, change which permissions from each permission category that are assigned to all group members if necessary. Follow these guidelines to change permission assignments:
Select the Assign all permissions to this group checkbox to assign all permissions to the members of this ProcessMaker group.
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. Assign permissions for all members of this ProcessMaker Group. See Permission Descriptions for Users and Groups.
Click Save if you made any changes in the Group Details or Group Permissions tabs.