Enter an email address that will be associated with the user in the Email Address field. You can change the password by checking the Change Password box; an input field will appear prompting for a new password. Click OK to save the configuration.

Process Director v6.1.300 and higher enables the use of Multi-Factor Authentication (MFA) for Built-in user accounts. There are two MFA properties.

The Enable Multi-Factor Authentication (MFA) property will, when checked, activate the use of MFA for the specified user account.

The Reset Multi-Factor Authentication button will reset the existing MFA token sequence and require the user to create a new MFA token in their authenticator app.

Please see the Using Multi-Factor Authentication (MFA) topic for more details on how MFA is implemented in Process Director.

Additional check boxes enable you to configure the following settings:

If Mobile App User or Mobile Admin User are checked, the users will automatically be imported into the Mobile Application server as users with the appropriate levels of access. Only Mobile Admin Users can access the administrative UI of the mobile server, and only Mobile App Users will be granted access to the Mobile Application on their mobile device. A user who is both an app and admin user will need to have both properties checked.

These settings enable you to grant the user different types of administrative privileges. You can grant users the following privileges by checking the corresponding checkboxes:

You can assign the user to Process Director user groups by clicking the Assign Groups button. When you click the button, the Group Selector will open.

From the list box on the left, select the user group(s) to which you'd like to assign the user, then click the button, which will move the group names over to the list box on the left.

To remove the user from a group, select the group from the list box on the left, then click the button to remove the group.

When adding users to a group, the fStartUsersAddedToGroup custom variable determines whether the new user will be assigned to any running tasks that are assigned to that group.

This dropdown control enables you to select the user's Time Zone. You can also allow Process Director to set the time zone to Daylight savings time automatically, by checking the Auto DST check box.

You can set the appropriate language for the user, or select the default system language, by choosing it from this dropdown. The use of languages other than English will require that Process Director be localized for each additional language.

A picture of each user can be uploaded to Process Director. The image will appear in the user profile page for each user. It will also be displayed in the upper right corner of the page in Process Director v6.1, as the avatar for the User Profile menu.

You may upload the image by clicking on the Browse button to find and select the image. Once the image is selected, clicking the Upload button will upload the signature image to Process Director. Acceptable image formats include GIF, JPG, and PNG images.

Process Director can imprint an electronic signature in all routing slips for a user. If you have an image of the user's signature, you may upload the image by clicking on the Browse button to find and select the image. Once the image is selected, clicking the Upload button will upload the signature image to Process Director. Acceptable image formats include GIF, JPG, and PNG images.

This user picker enables you to delegate another user to perform this user's tasks. For more information on user delegation, please see the User Delegation topic.

This user picker enables you to replace the current user with a selected user. This isn't a delegation. Instead, the current user will be completely replaced by the selected user in all assigned tasks, e.g., any task where the replaced user is specifically identified as the task assignee.

This replacement function will not replace the original user in any historical data, however, so an original user who was the original Timeline Initiator will still be listed as such. Similarly, if the original user is assigned a task via a user picker on a Form field, or from a Business Rule, the Replace user function will NOT replace the original user in those objects, either. For these reasons, we recommend that you immediately disable the account for the original user. When you do so, this will likely result in future tasks with assignments made via Form or Business Rule going into an error state when the original user is assigned if the Form or Business Rule isn't also edited when the original user is replaced.

The Replace User function isn't a panacea for user replacement. All it can do is try to make replacing a user easier than it would otherwise be.

For User of Process Director v3.78 and higher, additional properties can be set for users. The Additional Properties section contains a number of text boxes to set these properties.

Available Properties