Organization Settings

Organization and Environment (Tenants) Structure

Structure Overview

An organization can run multiple environments (technically, tenants), each with its own configurations, users, and data. These are covered in detail on the Environments (Tenants) page.

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.
• Login Options: Choose which identity providers users can use to sign in. If an option is disabled here, environment admins cannot enable it for their environment. The available 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.

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

Company Profile

The company profile gives ProcessMind’s AI context about your business — its name, website, description, industry, and size. Organization admins edit it under Settings → Organization → Company Profile, and environments can override it with their own details. See Company Profile for the full walkthrough.

The profile feeds AI features such as architecture and role generation, so a complete profile means less generic output. Each environment can override the organization profile with its own.

Organization Statistics

Setting Up Users

Organization admins manage people from Settings → Users (organization-wide) and Settings → Environment → Users (inside one environment).

To add a user:

1. Click Add New User, or Add member to environment when an environment is selected.
2. Fill in the user’s details and choose an Access Level: None, Portal Viewer (free), or a paid seat — Process Foundation, Process Architecture, or Process Intelligence. The access level is the seat, and assigning a paid seat starts billing for that user; see Billing and Payments.
3. Decide whether the user may View analytics or act as Admin of the environment.
4. Keep Send Invitation email switched on so the person receives their invitation.
5. Click Save.

For existing users you can:

• Switch Active off to block sign-in without deleting the account.
• Set the user’s Default Environment, so they land in the right workspace at sign-in.
• Resend the invitation, edit the user, or remove them from one environment; removing someone from the organization entirely is done from the organization-wide user list.
• Filter the table by Paid seats or Free seats to see where your budget goes.

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 uses the environment.

Telemetry

The organization settings include the Allow us to collect usage data switch. Turning it off stops product usage data collection for your organization; it does not change which features you can use.

Scheduling Organization Deletion

At the bottom of the organization settings, Schedule deletion starts the process of removing the whole organization. Confirm with Yes, Delete: deletion is scheduled with a 14-day recovery window, and a banner appears on the page. Use Cancel Deletion on that banner to stop it. When the window closes, the organization and all of its environments are permanently removed.

Related topics

• Environments & Tenants: set up and manage your environments.
• Usage & Credits: understand your plan’s AI credits and usage.
• Audit Log: track activity across your organization.