How Do I Invite People?

Process Street has been designed with teams in mind, with many tools and features that help your organization work fun, fast and faultlessly together.

In order to add other users into your organization in Process Street, you will need to invite them to work with you.

You can invite users as Members or Guests and, if you need, you can promote other users to admin status.

Users: You must be an Administrator in order to invite users to your organization.

To add users to your organization, you need to start in your organization manager page.

Click on the name of your organization in the top right corner of your screen to access this area, which opens by default on the Members & Guests tab.

Invite a member

Type the person’s email address in the field shown below and enter their first name and last name in the second box (this does say optional, but it’s best practice to add someone’s name here).

Once you have filled in their email address and name, click the green “Invite” button so send an invitation request to them.

Promote a member to an admin

Technically you can’t invite someone as an Admin right away, but you can add them as a Member first and then promote them.

Once you’ve added them as a member, click on the dropdown next to their name where it says “Member” and select “Admin”.

A flash notification at the top of your screen confirms the change you just made.

Invite a guest

Type the person’s email address in the field shown below and enter their first name and last name, and check the box shown below, to “Invite them as a guest”.

Click the green “Invite” button to send an invitation request to work with you in Process Street, by email.

Accepting an invite

For any Members or Guests you invite, there are two steps they need to take to accept your invite to join your organization.

First, they will need to click on the blue button in the invite email you sent them, to access your organization in Process Street.

Next, they will need to login to Process Street (if they haven’t done so already). They can use their email address and a password, or login via Google or SSO.

Resend an invite

If the person you invited hasn’t followed both steps to accept your invite, you will see an orange warning symbol next to their name in your Members & Guests tab.

You’ll also see “Pending” next to the “Resend” link.

When this happens they may not have seen your email invite, or it might have gone into their spam folder.

Ask them to check to see if they can find your email. If they still can’t find it, you can resend the invite. Click the blue link shown above to “Resend” the email.

Extra resources

  • Learn the differences between a Member and a Guest
  • Send your new users a guide to help them get started using Process Street as a Member or as a Guest
  • Learn how to set permissions for your new users, on checklists, templates or in groups.

 

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