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Organization Settings

Tue Oct 01 2024

Organization and Environment (Tenants) Structure

Structure Overview

In this manual, we refer to environments as how they are called in our application. Technically, they are tenants—separate instances with their own configurations, users, and data.

This represents the structure of an organization with multiple environments (tenants). The organization admin manages all environments, while each environments has its own admin responsible for settings within that tenant. Every setup has at least one tenant. You always need at least 1 tenant to start using ProcessMind.

Setup Structure

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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 setup is done by the organization admin. The organization setup includes the following:

  • Organization name: The name of the Organization, This is used for identification of unique Organizations in the system.
  • Contact E-mail: The e-mail address of the organization, This is used for communication over the organization.
  • Allow Login changes: This allows environment admins to select with which identity provider a user is allowed to authenticate to the environment. If the field is disabled, only the organization admin can change these settings. The options can be set for:
    • 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.

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    Ensure at least one login option is enabled at the environment level to activate login.

Organization Statistics

The organization statistics provide an aggregated view of your organization’s usage. This information reflects the effective use of users, storage, and other resources that are directly related to your plan and its limits.

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 a environment. The organization admin can assign users to multiple environments. This can be useful when you want to manage multiple environments since the organization admins will be automatically be assigned to the 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.