ProcessMaker 4.1
ProcessMaker API Documentation
ProcessMaker Examples
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Edit a Group
Edit a group.

Permissions Required

Your user account or group membership must have the following permissions to edit a group unless your user account has the Make this user a Super Admin setting selected:
    Groups: Edit Groups
    Groups: View Groups
See the Groups permissions or ask your Administrator for assistance.

Edit a ProcessMaker Group

Follow these steps to edit a group:
    1.
    View all groups. The Groups page displays.
    2.
    Click the Edit icon
    for the group to edit. The Group Details tab displays.

Edit Group Settings

Follow these steps to edit the following information about the group as necessary:
    1.
    Edit the group in which to edit its settings. The Group Details tab displays.
    2.
    In the Name setting, edit the name of the group. This is a required setting.
    3.
    In the Description setting, edit the description of the group.
    4.
    From the Status drop-down menu, select the status of the group from one of the following options:
      Active: An Active group is one to which user accounts can be assigned as members.
      Inactive: An Inactive group is one to which user accounts cannot be assigned. When a group becomes inactive, user accounts that were members of that group are no longer members.
    5.
    From the Homepage drop-down menu, select the dashboard. This setting is only available if the Dynamic UI package is installed. See Select the Homepage Dashboard for the Group's Member.
    6.
    From the Manager drop-down menu, select the user that manages all members of the group. This setting is only available if the Advanced User package is installed.
    8.
    Click Save.

Configure the Homepage Dashboard, Redirect URL, and/or Menu

If the Dynamic UI package is installed, configure a custom homepage and/or a menu for a group's member when any user in that group logs on to ProcessMaker. A custom homepage is either a dashboard that displays to the group's user or redirects that group's member to a specified URL. The redirected URL may be to an external site, such as to an organization's portal, or to a ProcessMaker location such as a specified Collection or Saved Search to which that group's member has access.
The custom homepage and menu are configured separately.
See the following homepage configurations for the group:

Package Required

To configure the Homepage Dashboard, redirect URL, and/or Menu, the Dynamic UI package must be installed.

Select the Homepage Dashboard for the Group's Member

A dashboard displays important and relevant business management information (BMI) and key performance indicators (KPI) to specific business stakeholders when they need it. After the group's user logs on to ProcessMaker, the dashboard displays instead of the default ProcessMaker page.
The group's member does not experience the change until the next time that user logs on.
Follow these steps to select the dashboard for the group's members homepage:
    2.
    From the Home Page drop-down menu, select the My Dashboard option.
    The Dashboard setting displays.
    3.
    From the Dashboard drop-down menu, select the dashboard as the homepage for the group.
    5.
    Click Save.

Configure the Homepage to Redirect to a Destination for the Group's Member

Configure a custom homepage for a group's member that redirects to a specified URL when that user next logs on. The redirected URL may be to an external site, such as to your organization's portal, or to a ProcessMaker location such as a specified Collection or Saved Search to which that group's member has access.
See the following sections for information to redirect to a Collection or Saved Search since both require unique conditions to configure properly:

Redirect to an External Site

Specify a URL that redirects a group's member to an external site such as to your organization's portal:
    2.
    From the Home Page drop-down menu, select the URL Redirect option.
    The Redirect Url setting displays.
    3.
    In the Redirect Url setting, enter the external site's URL to redirect to that location upon next log on.
    5.
    Click Save.

Redirect to a ProcessMaker Collection

Specify a URL that redirects a group's member to a Collection when that user next logs on.
Ensure that the group has the following:
Otherwise, that group's member cannot access the Collection.
If a group cannot access a Collection, the following message displays instead of the Collection: Unauthorized.
Locate the Collection's URL prior to configuring this setting.
Follow these steps to configure the redirect URL to a Collection as the group's members homepage:
    2.
    From the Home Page drop-down menu, select the URL Redirect option.
    The Redirect Url setting displays.
    3.
    In the Redirect Url setting, enter the Collection's URL to redirect to that Collection upon next log on.
    5.
    Click Save.
Specify a URL that redirects a group's member to a Saved Search when that user next logs on.
Ensure that the group's member have been shared the Saved Search; otherwise, that user cannot access the Saved Search.
If a group's member cannot access a Saved Search, the following message displays instead of the Saved Search: Unauthorized.
Locate the Saved Search's URL prior to configuring this setting.
Follow these steps to configure the redirect URL to a Saved Search as the group's member homepage:
    2.
    From the Home Page drop-down menu, select the URL Redirect option.
    The Redirect Url setting displays.
    3.
    In the Redirect Url setting, enter the Saved Search's URL to redirect to that Saved Search upon next log on.
    5.
    Click Save.

Select the Menu for the Group's Member

A custom menu replaces the default top menu that displays in ProcessMaker.
The group's member does not experience the change until the next time that user logs on.
Follow these steps to select the menu for the group's homepage:
    2.
    From the Top Menu drop-down menu, select the custom menu for the group to replace the default top menu.
    4.
    Click Save.

Manage Group Members

Manage which user accounts are members of a group.
Follow these steps to manage members for a group:
    2.
    Click the Group Members tab.
    3.
    Manage the members for the group as necessary:

View Group Members

Follow these steps to view all groups in your organization:
    1.
    Manage the group in which to view members. The Group Members tab displays which 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 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 user account:
        Active: An Active user account is one in which a person can use his or her user account to log on to ProcessMaker.
        Inactive: An Inactive user account is one in which a person cannot use his or her user account to log on to ProcessMaker.
    2.
    Click the Search setting and then enter text to filter the list of user accounts. As you enter text into the Search setting, user accounts display that match your entered text.

Add a Group Member

Follow these steps to add user accounts to the group:
    2.
    Click the +User button. The Add Users screen displays.
    3.
    From the Users drop-down menu, select which user account(s) to include as members of this group by selecting the person's full name. Multiple users may be added, one at a time, to this setting. You may click the Remove icon to remove a user account from the Users drop-down menu.
    4.
    Click Save. The user account(s) from the Users drop-down menu display in the Group Members tab.

Delete a Group Member

Follow these steps to remove user accounts from the group:
    2.
    Click the Remove from Group icon
    for the user account. The Caution screen displays to confirm the removal of the user group.
    3.
    Click Confirm.

Edit Group Permissions

Permissions assigned to the group apply to all user account members of this group. Follow these guidelines to change which permissions from each permission category that are assigned to all group members:
    2.
    Click the Group Permissions tab. The Group Permissions tab displays permissions assigned to all members of that group.
    3.
    Switch on the Assign all permissions to this group toggle to assign all permissions to the members of this group.
    4.
    Click a permission category to expand the view of individual permissions within that category.
    5.
    Click an expanded permission category to collapse that category.
    6.
    Assign permissions for all members of this Group by switching on its toggle. See Permission Descriptions for Users and Groups.
    7.
    Unassign permissions for all members of this Group by switching off its toggle. See Permission Descriptions for Users and Groups.
    9.
    Click Save if you made any changes in the Group Details or Group Permissions tabs.

Related Topics

Last modified 2mo ago