Participant Basics

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

   If the web address is correct, the log in page displays.  

   

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 log in credentials in the future.

     4. Click the Log In 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 log on page instead of displaying the normal Login page.

If the log on is successful, the My Requests page displays.

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.

Reset Your Password

Follow these steps to reset your password:

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

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

   

   The Forgot Your Password? page displays.  

   

3. In the Email Address 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 log in 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 Change 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.

Log Out of ProcessMaker Platform

Follow these steps to log out of ProcessMaker Platform:

1. Click your user avatar.

2. Select Log Out from the list.
   

   You are logged out and the log on screen displays.