How to Use This Document

Overview
ProcessMaker is a next-generation intelligent business process management software (iBPMs) platform for the enterprise to easily design and implement BPMN 2.0 compliant business processes within a modern and extensible system.
ProcessMaker is a low-code, intelligent BPM platform for enterprises that want to get to, and stay ahead of, digital transformation. ProcessMaker orchestrates both people, processes, and systems to build strong, future-proof companies to outlast the competition and become engines for innovation.
Our latest release empowers business users and developers alike to use the most cutting-edge workflow automation tools to digitally transform any business for success. ProcessMaker builds on popular BPM and workflow features and contains elegant functionality in our most powerful platform yet.
Our goal for ProcessMaker is to deliver simplicity, but to allow complexity. ProcessMaker is easy to use, and allows you to design customized processes and end-user experiences.
Use This Document Based on How You Use ProcessMaker
This document is organized based on how different roles use ProcessMaker. Refer to the following roles:
​Administrator​
​Process Owner​
​Developer​
​User​
ProcessMaker Administrator
An Administrator administers ProcessMaker.
Refer to the Install ProcessMaker section that includes the following topics:
​On-Premises Server Requirements​
​Download ProcessMaker for On-Premises Open-Source Installation​
Refer to the ProcessMaker Administration section that includes the following topics:
​User Management​
​Group Management​
​Permission Descriptions for Users and Groups​
​Client Authentication Management​
​Customize the User Interface​
​Queue Management​
​Single Sign-On (SSO) to ProcessMaker Via SAML​
Learn about how to extend ProcessMaker functioning by adding packages.
Process Designer
A Process Designer designs and maintains Processes and their assets that people use to make Requests.
Refer to the Manage and Model Processes section that includes the following topics:
​Process Management​
​Script Management​
​Screen Management​
​Reference Magic Variables in Assets​
​Environment Variable Management​
​Process Modeling​
​Vocabularies Management​
ProcessMaker Developer
A Developer extends out-of-the-box ProcessMaker functionality in the following ways:
Develop Scripts that Process Owners use in Processes.
​Manage and develop Scripts in Script Editor.
Learn how to access our API.
ProcessMaker User
A user is a person whose interaction with ProcessMaker is to participate in Requests, their Tasks, and/or Collections. 
Refer to the Use ProcessMaker section that includes the following topics:
​Log On to ProcessMaker​
​Profile Settings​
​View Version Information​
​Session Timeout Warning​
​Log Out of ProcessMaker​
​Requests​
​Task Management​
​Search Data Using ProcessMaker Query Language (PMQL)​
​Saved Searches​
​Notifications​
​Control How Tabular Information Displays​
Document Conventions
This document uses different font styles, types, and weights to represent types of information. The conventions described below are used in paragraphs and do not represent style variations in document titles or headers, nor standard document conventions such as for hyperlinks.
The table below describes these document conventions.
Convention
Description
Examples
Bold
Represents the following:
Application labels such as for menus, fields, and panels
Application messages displayed to the user
Click the Submit button.
The following message displays: The file was saved successfully.
Code
Represents the following:
File extension types
Code samples and code blocks
A .deb file extension is downloaded.
npm install

ProcessMaker Documentation

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Contents

Overview

Use This Document Based on How You Use ProcessMaker

ProcessMaker Administrator

Process Designer

ProcessMaker Developer

ProcessMaker User

Document Conventions