ProcessMind Configuration and Setup Guide

ProcessMind Configuration

Configure ProcessMind for your organization: environments (tenants), organization settings, company profile, users and roles, billing and payments, Single Sign-On (SSO), themes and white labeling, usage and credits, architecture levels, and the audit log.

Configure ProcessMind for your organization: environments and tenants, billing, organization settings, company profile, users and roles, SSO, themes, usage and credits, architecture levels, and the audit log.

What You’ll Learn

• Organization Settings: manage members, seats, and organization-level preferences.
• Company Profile: the company details AI features use as context.
• Environments (Tenants): separate workspaces for development, test, and production.
• Users, Roles & Permissions: invite members and manage access levels.
• Themes & White Labeling: brand the app with your own colors and logo.
• Billing and Payments: plans, seats, invoices, and payment methods.
• Single Sign-On (SSO): connect your identity provider.
• Usage and Credits: track consumption and the monthly AI credit pool.
• Audit Log: the chronological record of user actions.
• Architecture Levels: define the levels of your process landscape.

Where to Start

Not sure where to begin? Start with Environments & Tenants to see how workspaces are organized, then move on to Organization Settings.

Frequently asked questions