Organization Settings
This guide covers setting up and managing environments (tenants) in ProcessMind, including admin roles, configuration steps, user management, and plan usage lim
Environments (Tenants)
Environment Setup
In this manual, we refer to environments as how they are named in our application. 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.
info
The environment settings and statistics are only visible for environment admins and organization admins.
Data and User Separation
All users, data, and configurations are isolated per environment, ensuring that there is no cross-contamination of information between different environments. This separation ensures 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 environment for each tenant while allowing centralized control for the organization admin.
tip
Environments share common limits that are set by the organization, such as the number of users, storage, and the number of 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.comis for an environment with the short nameenvironmentx.
- Environment Admins: The users responsible for the environment. These users have the same rights as the organization admin, but only for the specific environment.
- Allow Logins: This setting allows the environment admin to select with witch identity provider a users is allowed to authenticate to the environment. The options are:
info
If the field is disabled, it means that the organization admin has disabled the option for the environment to change the setting.
- Microsoft: This allows us to authenticate users using Microsoft Entra ID. Microsoft Entra ID is the new name for Azure Active Directory, Azure AD and AAD
- Google:This allows us to authenticate users using Google.
info
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.