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Environments (Tenants)

Environment Setup

In this documentation, environments are the names used in the app. Technically, they are tenants: separate instances with their own configurations, users, and data.

Environments are used to separate data, configurations, and users within an organization. Each environment has its own settings, theme, and URL, allowing for customization and data separation.

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The environment settings and statistics are only visible to environment admins and organization admins.

Data and User Separation

All users, data, and configurations are isolated per environment, so there is no cross-contamination of information between environments. This separation protects privacy and security, as each tenant operates independently, even though they belong to the same overarching organization.

By setting up environments in this way, ProcessMind ensures a secure, customized, and scalable workspace for each tenant while allowing centralized control for the organization admin.

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Your plan sets how many environments you can create: 1 on Process Individual and Process Foundation, 2 (production and a sandbox) on Process Architecture and Process Intelligence, and as many as agreed on Enterprise. From Process Architecture up, additional environments can be purchased (rates on the pricing page; yearly billing is 15% less); every purchased environment adds 100 portal viewers. Users, storage, and AI credits are shared across the organization’s environments. If you need more resources, you can always upgrade your plan.

Environment Settings

In the environment, you can configure the following:

  • Environment Name: The name of the environment, used for identifying unique environments in the system. This will also show on the login page when entering the environment.

  • Environment URL: The URL of the environment, used for accessing the environment. The URL must be unique for each environment.

    Example: https://environmentx.processmind.com is for an environment with the short name environmentx.

Login Options: Choose which identity providers users can use to sign in. The options are:

  • Microsoft: Authenticate users using Microsoft Entra ID (formerly Azure Active Directory, Azure AD, and AAD).
  • Google: Authenticate users using Google.
  • LinkedIn: Authenticate users using LinkedIn.

Portal settings (a separate environment settings page) configure the headline, welcome text, support contact and viewer options for published processes. See Setting Up the Portal.

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If the field is disabled, it means the organization admin has disabled the option for the environment to change the setting. Environment admins cannot remove themselves from the environment. If you want to remove an environment admin, you need to do this as an organization admin or assign someone else as an environment admin.

Creating and Managing Environments

Organization admins manage environments from Settings → Environments:

  • Add Environment creates a new environment. Give it a name, a description, and a unique short name: the short name becomes its URL.
  • Switch to tenant on a row moves you into that environment. You can also switch environments from the user menu.
  • Switch Active off to deactivate an environment while keeping its data.
  • Remove Tenant opens a Delete Tenant confirmation. Deleting an environment permanently removes its data, so export anything you still need first.

Inside the environment settings, Copy Url to clipboard copies the environment URL. Changing the short name asks for confirmation (Continue) because the URL changes: you and your users then sign in on the new subdomain.

Regional and Localization Settings

You can customize your environment to match your local preferences using the Regional and Localization Settings panel.

Regional and Localization Settings

The following options are available:

  • Default Language
    Set the language for your ProcessMind interface (for example, English, Dutch, German).

  • Date Format
    Choose how dates should be displayed (for example, yyyy-MM-dd → 2025-07-16).

  • Time Format
    Set your preferred time format (for example, HH:mm → 14:30).

  • Currency
    Define the default currency for all financial values (for example, EUR, USD).

  • Thousand Separator
    Choose how large numbers are formatted (for example, Dot → 1.234.567,89).

Once your preferences are set, click Save to apply them across your workspace.

These settings will be used for all users in the environment, ensuring a consistent experience tailored to your regional needs.

Environment Company Profile

By default an environment inherits the organization’s company profile. Switch on Use custom company profile for this environment to give the environment its own description, industry, and Company Size. This is useful when a sandbox, a department, or a partner environment represents a different business. Click Save when you are done.

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