Adding Team Members to your Process Street

Easily invite team members and manage your team from the top left menu.

Manage your members

Your current organization can be found in the top right of the screen. Click it to open the Organization management settings. Click "Members" to manage the members and guests in your organization.

Users

A user has the following permissions:

• Assign checklists
• Complete checklists
• Leave comments and attachments

Users are the default state of a newly invited team member. If you want new users to have more control, you will need to promote them to a manager or admin.

Managers

A manager has the following permissions in the team for which they are a manager:

• Create new templates
• Edit templates
• Invite users
• Promote users to managers
• Everything users can do

To promote a user to a manager, you will need to select the Manager checkbox in the Manage Team menu.

Admins

Admins have all permissions in an organization

To promote a user or manager to an admin, you will need to select the Admin checkbox in the Manage Organization menu.

What are guests?

Guests are a way to bring outside people in to work on a single checklist.

This is a great way to work with your clients, and customers.

You can assign out checklists to complete and communicate through @mentions and email notifications. 

How to invite guests?

To add a guest, simply click the "Add Members" button from the right menu of any checklist. You can add existing members from your organization, or add members by entering their email address.

New members added to a checklist by their email are automatically added as guests, and will only see that specific checklist.

Guest view

Guests can only view the tasks and activity of the single checklist they have been assigned. 

They can't create or edit existing checklists or see other user's activity. 

Managing guests

Guests can be managed from the organization menu. You can promote guests to users or remove them.

You must be an admin to manage guests.

Process Street will, by default, send you email alerts on a few important activities. These include when you are added to checklist, when a checklist you are added to is due for completion and when a team member @mentions you in a comment.

You can reply to @mention straight from your email app - no need to login into Process Street.

You can also subscribe for more detailed notifications. Things like when a template is updated or archived, when anyone comments on a checklist or checks off an item.

You can find the detailed subscribe option in the menu on the right as show in the below image.