--- title: "Permission Descriptions for Users and Groups" slug: "permission-descriptions-for-users-and-groups" updated: 2026-07-20T19:54:01Z published: 2026-07-20T19:54:01Z canonical: "docs.processmaker.com/permission-descriptions-for-users-and-groups" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.processmaker.com/llms.txt > Use this file to discover all available pages before exploring further. # Permission Descriptions for Users and Groups > [!TIP] > [**Plan Availability:**](https://www.processmaker.com/products/pricing/) ![Professional](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Standard.png)![Professional](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Professional.png)![Enterprise](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Enterprise.png) Permissions allow users or group members to access features or perform certain actions in ProcessMaker Platform. For example, a user with appropriate permissions can: - Start or Cancel Cases - View and Edit Processes - View and Edit Screens - Create Decision Tables - View Task Assignments through the RESTful API, and more Permissions are divided into two broad categories: | Process Permissions | Platform Permissions | | --- | --- | | Defined in the configuration of a process | Defined through the Admin module | | Apply to each process individually | Apply to the overall features and assets | | Configured by process designers | Configured by administrators | | Can be assigned to users or groups | Can be assigned to users or groups | > [!NOTE] > **Permissions Override Rules** > > 1. **Super Admin:** A [Super Admin](/v1/docs/edit-a-user-account#edit-user-permissions) has full Process-level as well as Platform-level permissions. > 2. **Projects:** There are no permissions defined on a [Project-level](/v1/docs/permission-descriptions-for-users-and-groups#projects), and User/Group permissions do not propagate within Projects. As a result, when users are added to a Project, they automatically gain unrestricted design access to edit all assets within that project only. --- ## Super Admin A Super Admin is a user with unrestricted access to all Platform features. Super Admin permissions can be granted by following these steps: > [!WARNING] > To maintain platform security, only users with the **Admin** role assigned have the permissions to assign or modify **Super Admin** access. If a user does not have Admin privileges, the **Make this user a Super Admin** option will not be displayed. 1. [Log on](/v1/docs/participant-basics#log-on-to-processmaker-platform) to ProcessMaker Platform. 2. Click the **Admin** option from the top menu to view a list of users. Alternatively, click the **Users** ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/290743d9-c2ad-46d4-b15a-223e4b8b73ad.png) icon from the left sidebar. 3. Click on the Options menu icon for a user, and then select **Edit User**. 4. Click on the **Permissions** tab, and select **Make this User a Super Admin**. ![Super Admin Permissions](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Super%20Admin%20Permissions.png) > [!CAUTION] > Use the Super Admin permission carefully, as this grants the user unrestricted access to all features and assets. **Examples of Super Admin Access** Users whose accounts have the Super Admin permission, may do the following: - [Start a Case](/v1/docs/start-a-case) for any Process regardless of whether that user has permission to do so. - View the Tasks as displayed in the **Task** column of Request summaries by clicking a link to that Task. Users that do not have the **Make this user a Super Admin** option do not have a hyperlink to Tasks from Request summaries. - [Manage queues](/v1/docs/queue-management). - Make another user a Super Admin by assigning the [**Make this user a Super Admin**](/v1/docs/edit-a-user-account#edit-user-permissions) permission. - Retry and update completed Processes. - [Manually complete a Request](/v1/docs/request-details#manually-complete-a-request-with-an-error). - [Retry a Request with an error](/v1/docs/request-details#retry-a-request-that-has-an-error). - [Customize the user interface.](/v1/docs/customize-the-user-interface) - See all comments in a Request and a Task summary. - Upload file in API - Settings. - Filter by any user in API - GroupMember. - Run Script Executor in APIs. - Link to edit any task in **Request Detail**. - Reassign any open or overdue Task. --- ## Process Permissions Process permissions are configured by process designers through the options available from the Designer tab. Key Process permissions are as follows: - Start a Case - Cancel a Case - View and Complete Tasks - Reassign Tasks - Edit Data ### Assigning Process Permissions Process permissions are configured by a designer when creating a process as follows: **Start a Case** The permission to start a case of a process is granted through a [Start Event](/v1/docs/start-type-events) when designing the process in the Modeler. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/e7ee266a-a046-4d39-8eb3-9ee03c9bf29a.png) **Cancel a Case** The permission to cancel a case is granted through [process configuration settings](/v1/docs/configure-general-process-settings). ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/cba62c87-c688-4733-8da4-62003b3e7f0b.png) **View and Complete Tasks** The permission to view and complete tasks is granted through [**Assignment Rules** in the properties of a task](/v1/docs/form-task#assignment-rules-panel-settings). These properties are configured while designing a process in the Modeler. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/a851898e-2f72-4849-b418-e62f897bf1d5.png) **Reassign Tasks** The permission to reassign tasks is granted through the [**Allow Reassignment** permission in the properties of a task](/v1/docs/form-task#assignment-rules-panel-settings). These properties are configured while designing a process in the Modeler. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/a8ed04f0-558e-4af3-84f9-09bfd14c3f2b.png) **Edit Data** The permission to **Edit JSON Data** of a Case is granted through [process configuration settings](/v1/docs/configure-general-process-settings). ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/b147f782-d8ab-4f0e-bccc-521280e7c228.png) --- ## Platform Permissions Platform Permissions are configured by administrators using the options available through the Admin tab. ### Assigning Platform Permissions Platform Permissions can be granted at two levels: 1. **User-level:** From user-level permissions, you can assign some or all permissions to a specific user. Instead of assigning individual permissions to a user account, you can also use the following options: - **Super Admin:** Select the **Make this user a Super Admin** option to grant unrestricted access to the entire ProcessMaker Platform instance. With this setting enabled, ProcessMaker Platform does not check permissions for the user account. - **All permissions:** Select the **Assign all permissions to this user** option to assign all permissions to that user account. With this setting enabled, ProcessMaker Platform still checks for permissions and allows access to features as per the enabled permissions. See [Edit a User Account](/v1/docs/edit-a-user-account#edit-a-processmaker-user-account). ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/43dbaad4-77b0-4472-adbe-ebe7adaf646a.png) 2. **Group-level:** These permissions apply to all members of a group. This simplifies managing permissions for multiple user accounts with the same permission requirements. Use the **Assign all permissions to this group** to grant all permissions to members of the group. See [Edit a Group](/v1/docs/edit-a-group#edit-a-processmaker-group). ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/9d46ee5e-9065-4ab2-a826-dbdde43a1a0e.png) > [!WARNING] > Permission Changes Require a New Login > > For any permission changes to take effect, affected users must log out and log back in. This refreshes the user session token and loads the updated permissions. > [!NOTE] > User and Group Platform Permissions are Cumulative > > A user account receives all the group-level permissions from its group memberships, as well as any specific permissions assigned directly to that user. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/31a83df0-b5cf-45d1-99c2-fe31333b853f.png) Example of cumulative platform permissions > [!TIP] > Best Practices > > - Create groups based on user roles in your organization, then assign permissions to these groups so all members share the same permission set. For example, participants, designers, or administrators, are role-based groups. > - Combine role-based groups into larger groups for overlapping permissions. For example, executive leadership, department managers, etc. --- ### Sample Permissions Model for Role-Based Groups | Participants | Designers | Administrators | | --- | --- | --- | | [Process Catalog](/v1/docs/permission-descriptions-for-users-and-groups#process-catalog) | [Data Connectors](/v1/docs/permission-descriptions-for-users-and-groups#data-connector) | [Auth Clients](/v1/docs/permission-descriptions-for-users-and-groups#auth-clients) | | [Saved Search](/v1/docs/permission-descriptions-for-users-and-groups#saved-search) | [Decision Tables](/v1/docs/permission-descriptions-for-users-and-groups#decision-tables) | [Collections](/v1/docs/permission-descriptions-for-users-and-groups#collections) | | | [Documentation](/v1/docs/permission-descriptions-for-users-and-groups#documentation) | [Users](/v1/docs/permission-descriptions-for-users-and-groups#users) | | | [Environment Variables](/v1/docs/permission-descriptions-for-users-and-groups#environment-variables) | [Groups](/v1/docs/permission-descriptions-for-users-and-groups#groups) | | | [Files (API)](/v1/docs/permission-descriptions-for-users-and-groups#files-api) | [Cases and Requests](/v1/docs/permission-descriptions-for-users-and-groups#requests) | | | [Notifications (API)](/v1/docs/permission-descriptions-for-users-and-groups#notifications-api) | [Security Logs](/v1/docs/permission-descriptions-for-users-and-groups#security-logs) | | | [PM Blocks](/v1/docs/permission-descriptions-for-users-and-groups#pm-blocks) | [Settings](/v1/docs/permission-descriptions-for-users-and-groups#settings) | | | [Process Catalog](/v1/docs/permission-descriptions-for-users-and-groups#process-catalog) | [Translations](/v1/docs/permission-descriptions-for-users-and-groups#translations) | | | [Process Templates](/v1/docs/permission-descriptions-for-users-and-groups#process-templates) | | | | [Process Translations](/v1/docs/permission-descriptions-for-users-and-groups#process-translations) | | | | [Processes](/v1/docs/permission-descriptions-for-users-and-groups#processes) | | | | [Projects](/v1/docs/permission-descriptions-for-users-and-groups#projects) | | | | [Screens](/v1/docs/permission-descriptions-for-users-and-groups#screens) | | | | [Scripts](/v1/docs/permission-descriptions-for-users-and-groups#scripts) | | | | [Signals](/v1/docs/permission-descriptions-for-users-and-groups#signals) | | | | [Task Assignments (API)](/v1/docs/permission-descriptions-for-users-and-groups#task-assignments-api) | | | | [Version History](/v1/docs/permission-descriptions-for-users-and-groups#version-history) | | --- ## Description of Platform Permissions Permissions are organized into categories. Permissions are described below by category and how each permission affects ProcessMaker Platform functionality. These permissions function identically in user accounts and groups. **Analytics Reporting** The **Analytics Reporting** category contains the following permissions: - **View Analytics:** View the **Analytics** page. See ~~View Analytics~~. **Auth Clients** The **Auth Clients** category contains the following permissions: - **Create Auth Clients:** Create a client authentication key on the **Auth Clients** page. Selecting this permission also selects the **Edit Auth Clients** permission. See [Create a New Client Authentication Key](/v1/docs/create-a-new-authenticated-client). - **Delete Auth Clients:** Delete a client authentication key from the **Auth Clients** page. See [Delete a Client Authentication Key](/v1/docs/delete-an-authenticated-client). - **Edit Auth Clients:** Edit a client authentication key from the **Auth Clients** page. See [Edit a Client Authentication Key](/v1/docs/edit-an-authenticated-client). - **View Auth Clients:** View all client authentication keys on the **Auth Clients** page. See [View All Client Authentication Keys](/v1/docs/client-authentication-management#view-all-scripts). ***Note:*** Select the **View Auth Clients** permission to use any of the other permissions in this category. **Cases and Requests** The **Requests** category contains the following permissions: - **Edit Request Data:** View the **Data** tab for a completed Request and edit the completed Request data that is in JSON format. See [Editable Request Data](/docs/permission-descriptions-for-users-and-groups#editable-request-data). - **Edit Task Data:** View the **Data** tab for an assigned Task and edit the Task data that is in JSON format. See Editable Task Data. - **View All Cases:** View the **All Cases** page information accessible from that page. See [View All Cases](/v1/docs/view-cases#view-all-cases-in-your-organization). - **View All Requests:** View the **All Requests** page information accessible from that page. See [View All Requests](/v1/docs/view-requests#view-requests-and-cases). - **View My Requests:** View the **My Requests** lists accessible from the Case lists. See [View My Requests](/v1/docs/view-requests). **Collections** The **Collections** category contains the following permissions: - **Create Collections:** Create a Collection from the **Collections** page. Selecting this permission also selects the **Edit Collections** permission. See [Create a New Collection](/v1/docs/create-a-new-collection). - **Delete Collections:** Delete a Collection from the **Collections** page. See [Delete a Collection](/v1/docs/collections). - **Edit Collections:** Edit a Collection from the **Collections** page. See Configure a Collection. - **Export Collections:** Export a Collections from the **Collections** page. See [Export a Collection](/v1/docs/export-and-import-a-collection). - **Import Collections:** Import a Collection from the **Collections** page. See [Import a Collection](/v1/docs/export-and-import-a-collection#import-a-collection). - **List Collections**: List all Collections from the **Collections** page. See [View Collections](/v1/docs/collections#view-collections). - **Truncate Collections**: Delete all records in a Collection using the`TruncateCollection` Data Connector Resource for that Collection. See [Resources for Collections](/v1/docs/collections#view-collections). - **View Collections:** View the **Collections** page. See [View Collections](/v1/docs/collections#view-collections). ***Note:*** Select the **View Collections** permission to use any of the other permissions in this category. **Data Connector** The **Data Connectors** category contains the following permissions: - **Create Data Connector Categories:** Create a Data Connector Category from the **Categories** tab in the **Data Connectors** page. Selecting this permission also selects the **Edit Data Connector Categories** permission. See Create a New Data Connector Category. - **Create Data Connectors:** Create a Data Connector from the **Data Connectors** page. Selecting this permission also selects the **Edit Data Connectors** permission. See Create a New Data Connector. - **Delete Data Connector Categories:** Delete a Data Connector Category from the **Categories** tab in the **Data Connectors** page. See Delete a Data Connector Category. - **Delete Data Connectors:** Delete a Data Connector from the **Data Connectors** page. See Delete a Data Connector. - **Edit Data Connector Categories:** Edit a Data Connector Category from the **Categories** tab in the **Data Connectors** page. See Edit a Data Connector Category. - **Edit Data Connectors:** Edit a Data Connector from the **Data Connectors** page. See Edit a Data Connector. - **View Data Connector Categories:** View the table of Data Connector Categories on the **Categories** tab in the **Data Connectors** page. See View Data Connector Categories. - **View Data Connectors:** View the table of Data Connectors on the **Data Connectors** page. See View Data Connectors. ***Note:*** Select the **View Data Connector Categories** permission to use any of the other permissions related to Data Connector Categories. Select the **View Data Connectors** permission to use any of the other permissions in the **Data Connectors** category. **Decision Tables** The **Decision Tables** category contains the following permissions: - **Create Decision Table Categories:** Create a Decision Table Category from the **Categories** tab in the **Decision Tables** page. Selecting this permission also selects the **Edit Decision Table Categories** permission. See [View Decision Table Categories](/v1/docs/decision-table-categories#view-decision-table-categories). - **Create Decision Tables:** Create a Decision Table from the **Decision Tables** page. Selecting this permission also selects the **Edit Decision Tables** permission. See [Create a New Decision Table](/v1/docs/create-a-new-decision-table). - **Delete Decision Table Categories:** Delete a Decision Table Category from the **Categories** tab in the **Decision Tables** page. See [Delete a Decision Table Category](/v1/docs/decision-table-categories#delete-a-decision-table-category). - **Delete Decision Tables:** Delete a Decision Table from the **Decision Tables** page. See [Delete a Decision Table](/v1/docs/manage-a-decision-table#delete-a-decision-table). - **Edit Decision Table Categories:** Edit a Decision Table Category from the **Categories** tab in the **Decision Tables** page. See [Edit a Decision Table Category](/v1/docs/decision-table-categories#edit-a-decision-table-category). - **Edit Decision Tables:** Edit a Decision Table from the **Decision Tables** page. See [Edit a Decision Table](/v1/docs/manage-a-decision-table#edit-a-decision-table). - **View Decision Table Categories:** View the table of Decision Table Categories on the **Categories** tab in the **Decision Tables** page. See [View Decision Table Categories](/v1/docs/decision-table-categories#view-decision-table-categories). - **View Decision Tables:** View the table of Decision Tables on the **Decision Tables** page. See [View Decision Tables](/v1/docs/decision-tables#view-all-decision-tables). ***Note:*** Select the **View Decision Tables Categories** permission to use any of the other permissions related to Decision Table Categories. Select the **View Decision Tables** permission to use any of the other permissions in the **Decision Tables** category. **Documentation** The **Documentation** category contains the following permissions: - **Edit Documentation:** Edit documentation with AI through the [Process Launchpad](/v1/docs/process-launchpad). See [Document with AI](/v1/docs/process-documentation#document-with-ai). - **View Documentation:** View documentation through the [Process Launchpad](/v1/docs/process-launchpad). See [View Process Documentation](/v1/docs/process-documentation#view-process-documentation). After creating a user, this is a default permission. ***Note:*** Select the **View Documentation** permission to use the **Edit Documentation** permission. **Environment Variables** The **Environment Variables** category contains the following permissions: - **Create Environment Variables:** Create an Environment Variable from the **Environment Variables** page. Selecting this permission also selects the **Edit Environment Variables** permission. See [Create a New Environment Variable](/v1/docs/create-a-new-environment-variable). - **Delete Environment Variables:** Delete an Environment Variable from the **Environment Variables** page. See [Delete an Environment Variable](/v1/docs/manage-environment-variables#delete-an-environment-variable). - **Edit Environment Variables:** Edit an Environment Variable from the **Environment Variables** page. See [Edit an Environmental Variable](/v1/docs/manage-environment-variables#edit-a-environment-variable). - **View Environment Variables:** View the table of Environment Variables on the **Environment Variables** page. See [View All Environment Variables](/v1/docs/environment-variables#view-all-scripts). ***Note:*** Select the **View Environment Variables** permission to use any of the other permissions in this category. **Files (API)** The **Files (API)** category contains the following permissions: - **Create Files:** Saves a new file specified in an API request. Selecting this permission also selects the **Edit Files** permission. See "Files > Post" endpoint in the ProcessMaker Platform RESTful API. - **Delete Files:** Deletes a specified file in an API request. See "Files > Delete" endpoint in the ProcessMaker Platform RESTful API. - **Edit Files:** Update a file specified in an API request. See "Files > Update" endpoint in the ProcessMaker Platform RESTful API. - **View Files:** Returns the list of files associated to an API request. See "Files > Get" endpoint in the ProcessMaker Platform RESTful API. ***Note:*** For more information about the ProcessMaker Platform RESTful API, see [Access ProcessMaker Platform RESTful API Documentation](https://developers.processmaker.com/v/api/processmaker-platform-api-documentation/access-processmaker-platform-restful-api-documentation). **FlowGenies** The **FlowGenies** category contains the following permissions: - **Create FlowGenie Categories**: Create a FlowGenie Category from the **Categories** tab in the **Genies** page. Selecting this permission also selects the **Edit FlowGenie Categories** permission. See ~~View FlowGenie Categories~~. - **Create FlowGenies**: Create FlowGenie from the **Genies** page. Selecting this permission also selects the **Edit FlowGenies** permission. See ~~Create a New FlowGenie~~. - **Delete FlowGenie Categories**: Delete a FlowGenie Category from the **Categories** tab in the **Genies** page. See ~~Delete a FlowGenie Category~~. - **Delete FlowGenies**: Delete a FlowGenie from the **Genies** page. See ~~Delete a FlowGenie~~. - **Edit FlowGenie Categories**: Edit a FlowGenie Category from the **Categories** tab in the **Genies** page. See ~~Edit a FlowGenie Category~~. - **Edit FlowGenies**: Edit a FlowGenie from the **Genies** page. See ~~Edit a FlowGenie~~. - **Export FlowGenies:** Export a FlowGenie from the **Genies** page. See ~~Export a FlowGenie~~. - **Import FlowGenies:** Import a FlowGenie from the **Genies** page. See ~~Import a FlowGenie~~. - **View FlowGenie Categories**: View the table of FlowGenie Categories on the **Categories** tab in the **Genies** page. See ~~View FlowGenie Categories~~. - **View FlowGenies**: View the table of FlowGenie on the **Genies** page. See ~~View FlowGenie~~. ***Note:*** Select the **View FlowGenie Categories** permission to use any of the other permissions related to FlowGenie Categories. Select the **View FlowGenie** permission to use any of the other permissions in the FlowGenie category. **Groups** The **Groups** category contains the following permissions: - **Create Groups:** View a group from the **Groups** page. Selecting this permission also selects the **Edit Groups** permission. See [Create a New Group](/v1/docs/create-a-new-group). - **Delete Groups:** Delete a group from the **Groups** page. See [Delete a Group](/v1/docs/delete-a-group). - **Edit Groups:** Edit a group from the **Groups** page. See [Edit a Group](/v1/docs/edit-a-group). - **View Groups:** View groups from the following locations: - View the table of groups on the **Groups** page. See [View All Groups](/v1/docs/groups#view-all-scripts). - View groups to which to reassign a Task. See [Reassign a Task](/v1/docs/open-a-task#summary). ***Note:*** Select the **View Groups** permission to use any of the other permissions in this category. **Notifications (API)** The **Notifications (API)** category contains the following permissions: - **Create Notifications:** Save a new notification through an API request. Selecting this permission also selects the **Edit Notifications** permission. See "Notifications > Post" endpoint in the ProcessMaker Platform RESTful API. - **Delete Notifications:** Deletes a specified notification through an API request. See "Notifications > Delete" endpoint in the ProcessMaker Platform RESTful API. - **Edit Notifications:** Updates a notification through an API request. See "Notifications > Update" endpoint in the ProcessMaker Platform RESTful API. - **View Notifications:** Returns all notifications to which the user has access. See "Notifications > Get" endpoint in the ProcessMaker Platform RESTful API. ***Note:*** For more information about the ProcessMaker Platform RESTful API, see [Access ProcessMaker Platform API Documentation](https://developers.processmaker.com/v/api/processmaker-platform-api-documentation/access-processmaker-platform-restful-api-documentation). **PM Blocks** The **PM Blocks** category contains the following permissions: - **Archive PM Blocks:** Archive a PM Block from the **PM Blocks** page. See [Archive a PM Block](/v1/docs/archive-and-restore-a-pm-block). - **Create PM Block Categories:** Create a PM Block Category from the **Categories** tab in the **PM Blocks** page. Selecting this permission also selects the **Edit PM Block Categories** permission. See [Create a New PM Block Category](/v1/docs/pm-block-categories#create-a-new-pm-block-category). - **Create PM Blocks:** Create a PM Block from the **PM Blocks** page. Selecting this permission also selects the **Edit PM Blocks** permission. See [Create a New PM Block](/v1/docs/create-and-edit-a-pm-block). - **Delete PM Block Categories**: Delete a PM Block Category from the **Categories** tab in the **PM Blocks** page. See [Delete a PM Block Category](/v1/docs/pm-block-categories#delete-a-pm-block-category). - **Edit PM Block Categories:** Edit a PM Block Category from the **Categories** tab in the **PM Blocks** page. See [Edit a PM Block Category](/v1/docs/pm-block-categories#edit-a-pm-block-category). - **Edit PM Blocks:** Edit a PM Block and/or its configuration from the **PM Blocks** page. See [Edit a PM Block](/v1/docs/create-and-edit-a-pm-block#edit-a-pm-block) and [Configure a PM Block](/v1/docs/configure-a-pm-block). - **Export PM Blocks:** Export a PM Block from the **PM Blocks** page. See [Export a PM Block](/v1/docs/import-and-export-a-pm-block#export-a-pm-block). - **Import PM Blocks:** Import a PM Block from the **PM Blocks** page. See [Import a PM Block](/v1/docs/import-and-export-a-pm-block). - **View PM Block Categories:** View the table of PM Block Categories on the **Categories** tab in the **PM Blocks** page. See [View PM Block Categories](/v1/docs/pm-block-categories#view-pm-block-categories). - **View PM Blocks:** View the table of PM Blocks on the **PM Blocks** page. See [View PM Blocks](/v1/docs/pm-blocks#view-all-pm-blocks). ***Note:*** Select the **View PM Block Categories** permission to use any of the other permissions related to PM Block Categories. Select the **View PM Blocks** permission to use any of the other permissions in the **PM Blocks** category. **Process Catalog** The **Process Catalog** category contains the following permission: - **View Process Catalog:** View all processes on the **Processes** page, also known as the [Process Launchpad](/v1/docs/process-launchpad), where users can view and initiate cases. In addition, this permission grants visibility to the [Home Page](/v1/docs/participant-welcome-screen). By default, this permission is assigned to all users to ensure they have access to their Home Page and the ability to launch processes as needed. **Process Templates** The **Process Templates** category contains the following permissions: - **Create Process Templates:** Create a Process Template from an existing Process. See [Create a Template from a Process](/v1/docs/create-a-new-process-from-template). - **Delete Process Templates**: Delete a Process Template from the **Templates** page. See [Delete a Template](/v1/docs/edit-export-and-delete-a-process-template#delete-a-process-template). - **Edit Process Templates:** Edit a Process Template and/or its configuration from the **Templates** page. See [Edit a Process Template](/v1/docs/edit-export-and-delete-a-process-template) and [Configure a Process Template](/v1/docs/configure-a-process-template). - **Export Process Templates:** Export a Process Template from the **Templates** page. See [Export a Process Template](/v1/docs/edit-export-and-delete-a-process-template#export-a-process-template). - **Import Process Templates:** Import a Process Template from the **Templates** page. See [Import a Process Template](/v1/docs/import-a-process-template). - **View Process Templates:** View a list of Process Templates on the **Templates** page. See [View Process Templates](/v1/docs/process-templates#view-process-templates). ***Note:*** Select the **View Process Templates** permission to use any of the other permissions in the **Process Templates** category. **Process Translations** The Process Translations category contains the following permissions: - **Cancel Process Translations:** Cancel a Screen translation that has started. See [Translate Screens for a Process](/v1/docs/process-translations#translate-screens-for-a-process-automatically). - **Create Process Translations:** Translate Screens for a Process to a selected natural language. See [Translate Screens for a Process](/v1/docs/process-translations#translate-screens-for-a-process-automatically). - **Delete Process Translations:** Delete a selected language translation of a Process's Screens. See [Delete Language Translations for Screens Used in a Process](/v1/docs/search-edit-and-delete-screen-translations-for-a-process#edit-screen-translations-for-a-process). - **Edit Process Translations:** Edit the Screens for a selected language translation. See [Edit Screen Translations for a Process](/v1/docs/search-edit-and-delete-screen-translations-for-a-process). - **Export Process Translations:** Export the translated Screens for a selected language. See [Export Language Translations for Screens Used in a Process](/v1/docs/import-and-export-language-translations-for-screens-used-in-a-process#export-language-translations-for-screens-used-in-a-process). - **Import Process Translations:** Import the translated Screens to a Process. See [Import Language Translations for Screens Used in a Process](/v1/docs/import-and-export-language-translations-for-screens-used-in-a-process). - **View Process Translations:** View the Screen translations for a selected Process. See [View Screen Translations for a Process](/v1/docs/process-translations#view-translations-for-a-process). **Processes** The **Processes** category contains the following permissions: - **Archive Processes:** Archive a Process from the **Processes** page. See Archive a Process. - **Create Process Categories:** Create a Process Category from the **Categories** tab in the **Processes** page. Selecting this permission also selects the **Edit Process Categories** permission. See Create a New Process Category. - **Create Processes:** Create a Process from the **Processes** page. Selecting this permission also selects the **Edit Processes** permission. See [Create a New Process](/v1/docs/create-a-process). - **Delete Process Categories**: Delete a Process Category from the **Categories** tab in the **Processes** page. See Delete a Process Category. - **Edit Process Categories:** Edit a Process Category from the **Categories** tab in the **Processes** page. See Edit a Process Category. - **Edit Processes:** Edit a Process model and/or its configuration from the **Processes** page. See Edit the Process Model Information and [Edit Process Configuration](/v1/docs/configure-general-process-settings). - **Export Processes:** Export a Process from the **Processes** page. See [Export a BPMN-Compliant Process](/v1/docs/export-a-bpmn-compliant-processmaker-platform-process). - **Import Processes:** Import a Process from the **Processes** page. See [Import a BPMN-Compliant Process](/v1/docs/import-a-processmaker-platform-process). - **View Process Categories:** View the table of Process Categories on the **Categories** tab in the **Processes** page. See View Process Categories. - **View Processes:** View the table of Processes on the **Processes** page. See [View All Processes](/v1/docs/view-edit-and-search-for-processes). ***Note:*** Select the **View Process Categories** permission to use any of the other permissions related to Process Categories. Select the **View Processes** permission to use any of the other permissions in the **Processes** category. **Projects** The **Projects** category contains the following permissions: - **Create Project Categories:** Create a Project Category from the **Categories** tab in the **Projects** page. Selecting this permission also selects the **Edit Project Categories** permission. See [Create a New Project Category](/v1/docs/project-categories#create-a-new-project-category). - **Create Projects:** Create a Project from the **Projects** page. See [Create a New Project](/v1/docs/projects#create-a-new-project). - **Delete Project Categories:** Delete a Project Category from the **Categories** tab in the **Projects** page. See [Delete a Project Category](/v1/docs/project-categories#delete-a-project-category). - **Delete Projects:** Delete a Project of which your user account is a member. See [Delete a Project](/v1/docs/projects#create-a-new-project). - **Edit Project Categories:** Edit a Project Category from the **Categories** tab in the **Projects** page. See [Edit a Project Category](/v1/docs/project-categories#edit-a-project-category). - **Export Projects:** Export a Project from the **Projects** page. See [Export a Project](/v1/docs/import-and-export-a-project#export-a-project-with-its-related-asset-s). - **Import Projects:** Import a Project from the **Projects** page. See [Import a Project](/v1/docs/import-and-export-a-project). - **View Project Categories:** View the table of Project Categories on the **Categories** tab in the **Projects** page. See [View Project Categories](/v1/docs/project-categories#view-project-categories). - **View Projects:** View the table of Projects on the **Projects** page. See [View Your Projects](/v1/docs/projects#view-your-projects). ***Note:*** Select the **View Project Categories** permission to use any of the other permissions related to Project Categories. Select the **View Processes** permission to use any of the other permissions in the **Projects** category. **Saved Search** The **Saved Search** category contains the following permission: - **Toggle Notifications:** Receive Saved Search notifications for your own Saved Searches. Notifications must already be enabled for your own Saved Searches. See [Enable Notification of Saved Search Result Changes](/v1/docs/get-notified-of-save-search-result-changes#enable-notification-of-saved-search-result-changes). **Screens** The **Screens** category contains the following permissions: - **Create Screen Categories:** Create a Screen Category from the **Categories** tab in the **Screens** page. Selecting this permission also selects the **Edit Screen Categories** permission. See Create a New Screen Category. - **Create Screens:** Create a Screen from the **Screens** page. Selecting this permission also selects the **Edit Screens** permission. See [Create a New Screen](/v1/docs/create-a-new-screen). - **Delete Screen Categories:** Delete a Screen Category from the **Categories** tab in the **Screens** page. See Delete a Screen Category. - **Delete Screens:** Delete a Screen from the **Screens** page. See [Delete a Screen](/v1/docs/manage-screens#delete-a-screen). - **Edit Screen Categories:** Edit a Screen Category from the **Categories** tab in the **Screens** page. See Edit a Screen Category. - **Edit Screens:** Edit a Screen and/or its configuration from the **Screens** page. See [Edit a Screen](/summer-2024/A7mdugENW7gZw1jmnrOv/designer-screens/control-descriptions) and [Edit Screen Configuration](/v1/docs/manage-screens). - **Export Screens:** Export a Screen from the **Screens** page. See [Export a Screen](/v1/docs/import-and-export-a-screen#export-a-screen). - **Import Screens:** Import a Screen from the **Screens** page. See [Import a Screen](/v1/docs/import-and-export-a-screen). - **View Screen Categories:** View the table of Screen Categories on the **Categories** tab in the **Screens** page. See View Screen Categories. - **View Screens:** View the table of Screens on the **Screens** page. See [View All Screens](/v1/docs/screens#view-all-scripts). ***Note:*** Select the **View Screen Categories** permission to use any of the other permissions related to Screen Categories. Select the **View Screens** permission to use any of the other permissions in the **Screens** category. **Scripts** The **Scripts** category contains the following permissions: - **Create Script Categories:** Create a Script Category from the **Categories** tab in the **Scripts** page. Selecting this permission also selects the **Edit Script Categories** permission. See Create a New Script Category. - **Create Scripts:** Create a Script from the **Scripts** page. Selecting this permission also selects the **Edit Scripts** permission. See [Create a New Script](/v1/docs/scripts#create-a-new-script). - **Delete Script Categories:** Delete a Script Category from the **Categories** tab in the **Scripts** page. See Delete a Script Category. - **Delete Scripts:** Delete a Script from the **Scripts** page. See [Delete a Script](/v1/docs/manage-scripts#delete-a-script). - **Edit Script Categories:** Edit a Script Category from the **Categories** tab in the **Scripts** page. See Edit a Script Category. - **Edit Scripts:** Edit a Script and/or its configuration from the **Scripts** page. See [Edit a Script](/v1/docs/manage-scripts#edit-a-script) and [Edit Script Configuration](/v1/docs/configure-a-script). - **View Script Categories:** View the table of Script Categories on the **Categories** tab in the **Scripts** page. See View Script Categories. - **View Scripts:** View the table of Scripts on the **Scripts** page. See [View All Scripts](/summer-2024/A7mdugENW7gZw1jmnrOv/designer-advanced/what-is-a-script#view-all-scripts). ***Note:*** Select the **View Script Categories** permission to use any of the other permissions related to Script Categories. Select the **View Scripts** permission to use any of the other permissions in the **Scripts** category. **Security Logs** The **Security Logs** category contains the following permission: - **Create Security Logs (API):** Creates a security log entry for a specified user via an API request. See "Security Logs > Post" endpoint in the ProcessMaker Platform RESTful API. - **View Security Logs:** View security logs for a user from the **Users** page. See [View Security Logs for a User](/v1/docs/edit-a-user-account#view-security-logs-for-the-user). **Settings** The **Settings** category contains the following permissions: - **Update Settings:** Edit settings available from **Settings**. See Settings. - **View Settings:** View settings available from **Settings**. See Settings. ***Note:*** Select the **View Settings** permission to use any of the other permissions in this category. **Signals** The **Signals** category contains the following permissions: - **Create Signals:** Create a new Signal in the [Signals Manager](/v1/docs/signals). Selecting this permission also selects the **Edit Signals** permission. See [Create a new Signal](/v1/docs/create-a-new-signal#create-a-new-signal). - **Delete Signals:** Delete a Signal from the Signals Manager. See [Delete a Signal](/v1/docs/delete-a-signal#delete-a-processmaker-data-connector). - **Edit Signals:** Edit a Signal from the Signals Manager. See [Edit a Signal](/v1/docs/edit-a-signal#edit-details-of-a-signal). - **View Signals:** View all Signals in the Signals Manager. See [View Signals](/v1/docs/view-and-search-for-signals#view-all-signals). ***Note:*** Select the **View Signals** permission to use any of the other permissions in this category. **Task Assignments (API)** The **Task Assignments (API)** category contains the following permissions: - **Create Task Assignments:** Saves a new task assignment to a specified user in an API request. Selecting this permission also selects the **Edit Task Assignments** permission. See "Task Assignments > Post" endpoint in the ProcessMaker Platform RESTful API. - **Delete Task Assignments:** Deletes a specified task assignment through an API request. - **Edit Task Assignments:** Updates a task assignment through an API request. See "Task Assignments > Update" endpoint in the ProcessMaker Platform RESTful API. - **View Task Assignments:** Returns all assignments assigned to the user. ***Note:*** For more information about the ProcessMaker Platform RESTful API, see [Access ProcessMaker Platform RESTful API Documentation](https://developers.processmaker.com/v/api/processmaker-platform-api-documentation/access-processmaker-platform-restful-api-documentation). **Translations** The **Translations** category contains the following permissions: - **Edit Translations:** Edit a text label or message from the **Translations** page. See [Edit Text that Displays in the User Interface](/v1/docs/edit-text-that-displays-in-the-user-interface). - **Reset Translations:** Reset all text labels and messages to default on the **Translations** page. See Reset All User Interface Labels and Messages to Their Defaults. - **View Translations:** View the table of text labels and messages on the **Translations** page. See [View English-Language Labels and Messages from the User Interface](/v1/docs/view-english-language-labels-and-messages-from-the-user-interface). ***Note:*** Select the **View Translations** permission to use any of the other permissions in this category. **Username and Passwords** The **Users** category contains the following permission: - **Edit User And Password:** Edit the username and password for accounts from the **Users** page. See [Edit a User Account](/v1/docs/edit-a-user-account). ***Note:*** To allow viewing a list of users, select the [**Users > View Users** permission](/v1/docs/permission-descriptions-for-users-and-groups#users). **Users** The **Users** category contains the following permissions: - **Create Users:** Create a user account from the **Users** page. Selecting this permission also selects the **Edit Users** permission. See [Create a New User Account](/v1/docs/create-a-new-user-account). - **Delete Users:** Delete a user account from the **Users** page. See [Delete a User Account](/v1/docs/deleted-user-accounts). - **Edit Users:** Edit a user account from the **Users** page. See [Edit a User Account](/v1/docs/edit-a-user-account). - **View Other Users Profiles:** View another user's profile. If a user is not granted this new permission, then that user receives an Error 404 (not found) page when clicking on another user's avatar or manually adjusting the URL to view another user's profile page. See [View Another User's Profile Information](/v1/docs/profile-settings#view-another-users-profile-information). - **View Users:** View users from the following locations: - View the table of user accounts on the **Users** page. See [View All Users Accounts](/v1/docs/user-accounts#view-all-scripts). - View users to whom to reassign a Task. See [Reassign a Task](/v1/docs/open-a-task#summary). ***Note:*** Select the **View Users** permission to use any of the other permissions in this category. **Version History** The **Version History permissions** category applies to [Processes](/v1/docs/process-management#what-is-a-process), [Scripts](/v1/docs/scripts) and [Screens](/v1/docs/screens) and contains the following permissions: - **Edit Version History:** Edit versions within the version history for a ProcessMaker Platform asset. - [Edit version history of a Process](/v1/docs/configure-process-version-history). - [Edit version history of a Script](/v1/docs/configure-a-script#configure-version-history). - [Edit version history of a Screen](/v1/docs/manage-screens#configure-version-history). - **View Version History:** View the version history for a ProcessMaker Platform asset. - [View version history of a Process](/v1/docs/configure-process-version-history). - [View version history of a Script.](/v1/docs/configure-a-script#configure-version-history) - [View version history of a Screen](/v1/docs/manage-screens#configure-version-history). ***Note:*** Select the **View Version History** permission to use any of the other permissions in this category. **Webhooks** The **Webhooks** category contains the following permissions: - **Disable Webhooks:** Disable a Signal's webhook from the [Signals Manager](/v1/docs/signals). See [Configure a Signal's Webhook Access](/v1/docs/edit-a-signal#configure-a-signals-webhook-access). - **Enable Webhooks:** Enable a Signal's webhook from the Signals Manager. See [Configure a Signal's Webhook Access](/v1/docs/edit-a-signal#configure-a-signals-webhook-access). - **Read Webhooks:** View the configuration of a Signal's webhook from the Signals Manager. See [Configure a Signal's Webhook Access](/v1/docs/edit-a-signal#configure-a-signals-webhook-access). - **Update Webhooks:** Edit the configuration of a Signal's webhook from the Signals Manager. See [Configure a Signal's Webhook Access](/v1/docs/edit-a-signal#configure-a-signals-webhook-access).