Participant Basics

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Minimum Web Browser Requirements

Ensure that the device from which you are logging on meets the following requirements:

  • Your web browser application on your device is the latest version of one of the following browsers:

    • Apple Safari

    • Google Chrome

    • Microsoft Edge

    • Mozilla Firefox

  • Your display is at least 1200 by 720 pixel resolution.


Log On to ProcessMaker Platform

Follow these steps to log on:

  1. Enter the fully qualified domain name for the server or instance hosting ProcessMaker Platform followed by/login in a supported web browser. For example: https://myServer.myDomain.net/login to view the Login page.

  2. Do one of the following:

    • Enter your user account credentials:

      1. In the Username field, enter your username.

      2. In the Password field, enter your password.

      3. Optionally, select the Remember me check box to not enter your login credentials in the future.

      4. Click the Login button.

    • Log on using Single Sign-On (SSO) or a third-party authentication service: Click the button for a third-party service in which you subscribe to use that service's credentials to log on. For details on setting up SSO or third-party authentication, see SSO Settings. If there is configured a default SSO provider, users are automatically redirected to the IDP Single Sign On Login page instead of displaying the normal Login page.

If the log on is successful, the Participant Welcome Screen will be displayed.

If ProcessMaker Platform is configured to allow only one device per user account, you will be automatically logged off if a second device logs into your account. In this case, the following message will be displayed: Your account has been timed out for security.

Contact ProcessMaker Support to enable this feature.

Having problems logging on?

Having Problems Logging On?

  • The web address to access the log in page

  • Your log in credentials

  • Are you changing or forgetting your password?

Minimum Requirements

Ensure that the device from which you are using ProcessMaker Platform meets the minimum Web browser requirements.

SSO Problems?

If SSO Settings is configured with a default SSO provider and there is a problem when logging through SSO, please ask your Administrator to contact the ProcessMaker Customer Success Manager and request to disable the default SSO login.


Select the Platform Language

You can customize the ProcessMaker Platform UI, including headers and menus, by selecting from over 100 languages. Choose your preferred language at login, and it will be saved for future sessions.

Follow these steps to select a language at login:

  1. Access the Login page as described in Log On.

  2. Click the language icon to view a list of available languages.

  3. Select your preferred language, which will be saved for future sessions based on your username.

  4. Click Change Language. After logging on to the ProcessMaker Platform, the environment will display in the selected language.

Changing Platform Language In-Session

After logging in, you can change the platform language anytime by clicking the language icon in the top-right corner of the screen.


Reset Your Password

Follow these steps to reset your password:

  1. Access the Login page as described in Log On. If you do not know the web address to access the Login page, ask your Administrator for assistance.

  2. Click the Forgot Password? link as highlighted below.  

    The Password Assistance page displays.  

  3. In the Email field, enter the email address to which to send a reset link.

    If you enter an email address which is not recognized, the following message displays in red-colored text below the Email Address field: We can't find a user with that e-mail address.

  4. Click Request Reset Link.

  5. Check your email for the instructions to reset your password.

  6. After you select the link in that email to reset your password, click the Back to Login link to return to the Login page.

  7. Log on as described in Log On.


Change Your Password

Passwords must be at least eight (8) characters long, must contain at least one uppercase letter and a number or symbol. Password special characters are recommended.

Follow these steps to change your password:

  1. If your organization requires a password change, the Please change your account password screen displays after Log On:

  2. In the New Password setting, enter a new password. Passwords must be at least eight (8) characters long, must contain at least one uppercase letter and a number or symbol. Password special characters are recommended. Password validation indicates how strong your password is and, at a minimum, it should meet the medium strength requirements described above.

  3. In the Confirm Password setting, re-enter your password to confirm it. Password validation indicates if the New Password and Confirm Password values do not match.

  4. If password validation is successful, click Change Password. The web browser page is redirected to the login page.


Two-Factor Authentication (2FA)

Two-Factor Authentication (2FA) adds an extra layer of security to your ProcessMaker account by requiring a verification code in addition to your username and password when signing in.

If your organization has enabled 2FA, you must complete the verification process during login before accessing ProcessMaker.

Tip

The Log In as Another User option simplifies account switching on shared devices, helping users securely access their own accounts without affecting other users who previously signed in.

Two-Factor Authentication Availability

Two-Factor Authentication must be enabled by your organization's administrator before it is available to participants. If you do not see a 2FA verification screen during sign-in, contact your administrator to confirm whether 2FA is enabled for your environment. For more information about it, see Enable Two-Factor Authentication.

Verify Your Identity with 2FA

  1. Access the Login page as described in Log On. If you do not know the web address to access the Login page, ask your Administrator for assistance.

  2. On the Two-Factor Authentication screen, enter the verification code from your configured authentication method.

  3. If you did not receive a verification code by email or text message, click Send Again to resend the code.

  4. If you have not configured an authenticator application, click Authenticator app and follow the prompts to set up your authenticator and link it to your account.

  5. Enter the verification code.

  6. Click Continue to complete the login process.

Code Validity

The length and validity of the security code depend on the selected 2FA method.

  • When 2FA codes are delivered via Email or SMS, users receive an 8-digit code that is valid for 5 minutes. This extended validity accounts for potential delivery delays caused by background processing, external providers, or email and mobile carriers.

  • When using an authenticator app (such as Google Authenticator), users receive a 6-digit code that is valid for 1 minute, following standard industry practices since the code is generated locally on the user’s device.

Log In as Another User

The Two-Factor Authentication verification screen includes a Log in as another user option. This option is useful when multiple users share the same computer.

Instead of clearing browser data or opening a private browsing session, click Log in as another user to return to the login screen and sign in with a different account.


Log Out of ProcessMaker Platform

Follow these steps to log out of ProcessMaker Platform:

  1. Click your user avatar at the top-bar.

  2. Select Log Out from the list.

  3. You are logged out and the log on screen displays.