Support Articles


2 min read

System Administration

Mar 3, 2023 10:15:36 AM

Prerequisites: Introduction to Process Director
Approximate Length: 3.25 Hours


This course provides system Administrators with training on every aspect of administering a Process Director installation from the built-in administrative console to configure the system, manage users and groups, create and manage user task delegation, synchronize users with Active Directory, configure installation settings, investigate log files, and perform troubleshooting operations.

Acquired Skills

  • Create and configure Workspaces, to include navigation and portlets.
  • Create and configure partitions.
  • Configure Authentication settings.
  • Set Object Permissions
  • Create and configure global Knowledge Views.
  • Create and configure user accounts.
  • Create and configure user groups.
  • Configure and manage delegations.
  • Create and manage profiles to synchronize with Active Directory.
  • Create, configure, and manage User permissions
  • Configure Installation settings.
  • Configure Global Variables.
  • Create and configure Database Settings.
  • Run email tests to ensure proper SMTP Configuration.

Designed For

  • System Administrators
  • IT personnel who oversee the system

Topics Covered

General Administration
  • Administrative Workspace
  • System Administrators and Partition Administrators
System Configuration
  • Workspace Configuration
  • Partition Configuration
  • Global Knowledge Views
  • Object Permissions
User Administration
  • Administering Users
  • Administering Groups
  • Authentication Settings
  • Delegation
  • User Directory Synchronization
  • User Permissions
  • User References
Installation Settings
  • Properties
  • Global Variables
  • Database Settings
  • Licensing
  • Server Control
  • System Information
  • Impersonation
  • Audit Logs
  • System Logs
  • Run Email Tests
  • Accessing Help
Dale Franks

Written by Dale Franks

Dale Franks is the Business Solutions Manager for BP Logix, and is responsible for all Process Director training and documentation.

Learning Paths

Choose the Learning Path that aligns with your role:

Administrator Path
Implementation Manager
Implementer Path
Advanced Implementation Path
Process Director Path

Training Courses

BP Logix offers an extensive array of training courses that cover nearly every aspect of Process Director operations.

View All Courses

Training Portal

Customers with learner accounts can log into the training portal to access their courses.

Access the Training Portal


Have more questions? Need help?

Visit the BP Logix Help Center to submit technical support requests, access Knowledge Base articles, download Process Director files, and engage with our community of users.

About BP Logix

BP Logix helps leaders in regulated industries transform the way they get work done with powerful digital process automation. Our award-winning, low-code platform, Process Director, helps businesses digitize and automate their most complex and unique processes – all while ensuring compliance at every step. 

We are trusted by major brands in regulated industries, including universities and colleges, Fortune 500 pharmaceutical and manufacturing companies, leading financial institutions, utility providers, healthcare organizations, and public sector entities.

Contact us