What is a Member?

Members are users that you can add to your Process Street organization to collaborate with you on Workflows, Workflow Runs and Pages.

They can be added to groups, pre-assigned to tasks in workflows and scheduled workflow runs, and can be granted permission to edit and run your workflows.

Users: To invite Members you must be an Administrator.

What can Members do?

Pages

Members can “view” company documentation, policies, and procedures stored in your Pages.

If you grant them “edit” permission they can also create, edit, share, and archive Pages.

Only admins can restore deleted pages.

Workflows, workflow runs and tasks

Members can also access workflows, workflow runs and tasks within workflow runs.

You can choose to grant them one of four different permission levels, giving you granular control over who can edit, run or view your workflows or tasks you have assigned to them.

1. “Edit” is the highest level of folder/workflow-specific permissions. It is reserved for members who have permission to create or edit workflows, for example, managers or team leaders. They can also run workflows and view all workflow runs
2. “View All” is the default member permission level and is enough for all members except those who actually need to create or edit workflows. They can also run workflows and view all workflow runs
3. “Run” restricts a member’s access to certain areas. They can run workflows but only see workflow runs they’ve been assigned to
4. “View” is the lowest member permission level. It would be useful for situations when users don’t need to see each other’s workflow runs, for example with HR processes that include sensitive data — HR staff can see everything while regular employees can only view workflow runs they’ve been assigned to

How to invite Members

You can invite Members from your organization’s users page. 

To open your organization manager, click your profile picture in the upper right corner of your screen, then click “Settings“. You will be taken straight to your “Members & Guests” tab.

Type their email address in the field provided and select Invite as: Member click “Invite” as shown above.

You’ll receive a flash notification at the top of your screen to confirm that their invite has been sent.

Promote or demote a Member

To promote a Member to an admin or to demote them to a Guest (Internal), click the dropdown next to their name and make your selection.

You should only promote someone to an admin if you are happy for them to have full access to your organization and billing.

Remove a Member

A Member can be removed from your organization entirely (and any workflow runs or tasks they are assigned to) using the remove user icon shown below.

Learn more about creating and using Pages, workflows and workflow runs.

Reach out to our Process Pros team if you have any questions or need any additional support.

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