Mastering ProcessMind: Setup Guide & Insights
Set up ProcessMind with ease: learn configuration, environments, billing, SSO, and more for streamlined business process management.
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Organization Settings
Organization and Environment (Tenants) Structure
Structure Overview
In this manual, we refer to environments as they are called in our application. Technically, they are tenants—separate instances with their own configurations, users, and data.
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The organization settings and statistics are only visible for organization admin. The statistics give you information in relation to the plan you purchased.
Organization Setup
The organization setup is the first step in configuring ProcessMind. The organization admin completes this process, which includes the following:
- Organization Name: The name of the organization, used for identification in the system.
- Contact Email: The email address of the organization, used for communication.
- Allow Login Changes: This allows environment admins to select which identity provider a user is allowed to use for authentication. If the field is disabled, only the organization admin can change these settings. The options can be set for:
- Microsoft: Authenticate users using Microsoft Entra ID (formerly Azure Active Directory, Azure AD, and AAD).
- Google: Authenticate users using Google.
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Ensure at least one login option is enabled at the environment level to activate login.
Organization Statistics
Setting Up Users
Organization admins can directly add users to environments and assign roles. Available user roles include:
- Organization Admin: Manages all environments, configures global settings, and assigns environment admins.
- Environment Admin: Manages users, configurations, and themes within their environment.
- User: Accesses and utilizes the environment.
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All users are assigned to an environment. The organization admin can assign users to multiple environments. This is useful when you want to manage multiple environments, as organization admins will automatically be assigned to those environments.
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.