Your Personal Account Management area in Process Street allows you to:
Access the User Guide, contact [email protected], and log out.
Users: All users have their own personal account area.
You can access your personal account manager by clicking your profile picture in the top right corner of your screen. Since it’s in the header bar, you can access this from anywhere in the app.
Start by clicking My Profile. From here you can update your personal details, set email notifications, view groups you are assigned to, view your personal activity and see which organizations you are part of.
The Profile tab opens automatically when you access your profile.
From here you can:
Once you have made changes, click Update to save them.
The Notifications tab is where you can manage which email notifications you receive while working in Process Street.
Use the toggle buttons to turn notifications on or off. Changes you make are saved automatically.
Note that the settings you make here apply across any organizations you are part of.
The Groups tab displays all of the groups you may belong to.
Note: Only admins can add or remove people from groups, from the organization manager. If you need access to a new group, contact your admin.
The Activity tab lets you see all of your personal activity, with the most recent at the top of your screen.
From here you can see when you edited a workflow, when you ran a workflow, when you assigned someone to a workflow run or task — effectively anything you have done in Process Street.
Scroll to the bottom of the page and click Show older activities to load more entries.
The Access tab shows a tree view of the folders and workflows you have access to, along with your permission level for each.
Use this tab to see at a glance which workflows you can edit, run, or view, and how permissions are inherited through the folder structure.
The Organizations tab is where you can see a list of all of the organizations you belong to. Your current selection is highlighted at the top.
You can also use this tab to create a new organization. Note that new organizations go onto a 14 day free trial on the paid plan, and are billed separately from your existing organization.
You can switch between organizations you are part of from this page or leave any of them by clicking the trashcan icon.
Note: If you remove yourself, you won’t be able to access any of the workflows or workflow runs in the organization you leave. If you want to regain access, you’ll need to ask a coworker to invite you to the organization again.
For admins only — learn more about managing your organization.
The User Guide takes you to our knowledge base, where you can search hundreds of articles that can help you use Process Street. You can also access it directly at https://www.process.st/help/
Use the search box to look for a feature or keyword, or browse by category. You can also find the latest feature releases and platform updates in the Release blog.
This opens the live chat support tool where you can speak directly with one of the Process Pros. Ask anything!
One click logs you out of Process Street.
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