Users: Only Admins can manage your organization.<\/i><\/strong><\/p>\n Audit Readiness:<\/b>\u00a0<\/span>Review workflow changes during compliance audits using the Activity tab<\/span>.<\/span><\/p>\n To access your organization settings, click your profile picture in the upper right corner of your screen, then click “Settings<\/strong>“. Once open, you’ll be able to see a number of tabs as shown below:<\/p>\n The ‘Users & Guests<\/a>‘ tab gives you the ability to invite and remove Admins, Builders<\/a>, Users and Guests<\/a>, to promote or demote<\/a> users to a different user type, or to remove them from your account.<\/p>\n You can use the dropdown to search for or filter current Admins, Builders, Users or Guests, as shown above.<\/p>\n To invite a Builder<\/em> to your organization, simply type their email into the ‘Email Address’ field provided and click “Invite as Builder<\/strong>“. To invite a User or Guest<\/em>, select the user type from the dropdown and then click “Invite<\/strong>“.<\/p>\n You can promote<\/strong> or demote<\/strong> users from guests to builders, or builders 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<\/strong> a person completely by clicking the ‘remove user’ icon next to their name, as shown below:<\/p>\n Please keep in mind that you are billed based on the number<\/a> of users<\/b>\u00a0in your organization.\u00a0On the paid plans<\/a>, if you have already reached the limit, you will be billed pro-rata<\/a> for each new person, at the point you invite them. Check your current subscription rate from your billing page<\/a> to see how much adding a user might cost.<\/p>\n The ‘Groups<\/a>‘ tab allows you to view all of the groups<\/a> in your organization.<\/p>\n You can add a new group by clicking the ‘+ New Group<\/strong>‘ 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.<\/p>\n Learn more about creating and managing groups<\/a>.<\/p>\n The ‘Settings<\/a>‘ tab allows you to:<\/p>\n The ‘Notifications<\/a>‘ tab is available to Admins on the Enterprise plan. It lets you configure org-wide email notification settings, controlling which automated emails your organization’s members receive.<\/p>\n Note:<\/strong> This tab only appears for Enterprise plan Admins. If you don’t see it, your organization may be on a different plan.<\/p>\n The ‘Integrations<\/a>‘ tab allows you to:<\/p>\n Note:<\/strong> The image above shows the default settings when you first create a New API or a New Webhook for Workflows.<\/p>\n The ‘Activity<\/a>‘ 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.<\/p>\n The most recent activity shows at the top of this page. Scroll down and select “See older activities<\/strong>” to load more results.<\/p>\n You can use the dropdown shown above, to search for any deleted workflow, deleted Workflow runs<\/a>, deleted forms, or deleted pages that you would like to restore<\/a>.<\/p>\n The ‘Billing<\/a>‘ tab allows you to view and manage your organization’s billing and subscription details. Once on the Billing page, click on ‘Manage subscription & view payment history<\/b>‘ at the bottom of the page.\u00a0From here you can:<\/p>\nExamples & Use Cases<\/b><\/h2>\n
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Accessing your organization settings<\/h3>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/org-settings1.png\")
<\/p>\nUsers & Guests tab<\/h3>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/memberguests1.png\")
<\/p>\n![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/user-type-dropdown.png\")
<\/p>\nGroups tab<\/h3>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/org-groups.png\")
<\/p>\nSettings tab<\/h3>\n
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![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/org-settings.png\")
<\/p>\nNotifications tab (Enterprise only)<\/h3>\n
Integrations tab<\/h3>\n
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![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/org-integration.png\")
<\/p>\nActivity tab<\/h3>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/org-activity.png\")
<\/p>\nBilling tab<\/h3>\n
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