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Managing Your Organization

Managing Your Organization

Updated March 7, 2024

Your organization management area is where you can invite members and guests, create groups, change your organization settings, set up integrations, view activity in your Process Street account, upgrade your plan and adjust your billing and payment methods.

Users: In order to manage your organization, you must be an Administrator.

Accessing your organization settings

To access your organization settings, click your profile picture in the upper right corner of your screen, then click “Settings“. Once open, you’ll be able to see a number of tabs as shown below:

Members & Guests tab

The ‘Members & Guests‘ tab gives you the ability to invite and remove Admins, Members, Guests (Internal) and Guests (External), to promote or demote users to a different user type, or to remove them from your account.

You can use the dropdown to search for or filter current Admins, Members, Guests (Internal) or Guests (External), as shown above.

To invite a Member to your organization, simply type their email into the ‘Email Address’ field provided and click “Invite as Member“. To invite a Guest (Internal) or (External), select the user type from the dropdown and then click “Invite“.

You can promote or demote users from guests to members, or members to admins and back again. Click the drop-down next to their entry and select the required user level, as shown above. You can also remove a member completely by clicking the ‘remove user’ icon next to their name, as shown below:

Please keep in mind that you are billed based on the number of users in your organization. On the paid plans, if you have already reached the member limit, you will be billed pro-rata for each new user, at the point you invite them. Check your current subscription rate from your billing page to see how much adding a user might cost.

Groups tab

The ‘Groups‘ tab allows you to view all of the groups in your organization.

You can add a new group by clicking the ‘+ New Group‘ button. You can edit your existing groups by clicking the pencil icon next to the group name. When editing, you can change the group name, who is included in that group, or change your group profile picture. This is also where you will find the ‘Delete’ button to delete a group.

Learn more about creating and managing groups.

Settings tab

The ‘Settings‘ tab allows you to:

  • Change the name of your organization by changing the text in the ‘Name’ field
  • Change the industry by selecting from the dropdown
  • Add a logo to your organization for custom branding
  • Add an organization-wide timezone
  • Change your organization color for brand customization
  • Add your partner referral link

Integrations tab

The ‘Integrations‘ tab allows you to:

Note: The image above shows the default settings when you first create a New API or a New Webhook for Workflows.

Activity tab

The ‘Activity‘ tab allows you to view all of your organization’s activity across all your workflows, workflow runs, forms, and pages. This is great for keeping track of any changes that your team has made.

The most recent activity shows at the top of this page. Scroll down and select “See older activities” to load more results.

You can use the dropdown shown above, to search for any deleted workflow, deleted Workflow runs, deleted forms, or deleted pages that you would like to restore.

Billing tab

The ‘Billing‘ tab allows you to view and manage your organization’s billing and subscription details.

From here you can:

  • View your current plan and next billing date
  • See which plan you are subscribed to
  • View the total number of members in your organization
  • View the total number of active Workflows and Workflow runs you have
  • Upgrade your plan
  • Update your organization’s billing email (unlike in your personal profile, you can have only one)
  • Add or change your organization’s billing credit card details and address
  • Download your invoices and receipts
  • Cancel your subscription by clicking ‘Cancel Subscription’ at the bottom of the page

If you have any billing queries you can contact our support team from this page, by clicking the “Contact Us” button.

If you would like to delete your account in line with GDPR regulations, you can use the contact us button to request our team does that for you.

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