This article describes how to set up your organization’s workspace in ProcessPlot. It includes instructions for entering basic organizational details, specifying teams and tools and inviting users with specific roles. Upon completion, you will have a fully configured organization ready to begin managing processes and projects.
1. Registering an account
- You can create a ProcessPlot account at https://app.processplot.com/
- Accounts can be created either using an email or authenticating with your existing Google account
- When you create an account, you will be asked to verify them through the e-mail address that you entered & add 2-factor authentication (2FA) for security
2. Adding basic account details
- Enter basic information about your organization:
- Organization name (legal name)
- Billing email where subscription invoices will be sent
- Teams that are part of the organization that will be later used in processes & projects (you can edit these later)
- Tools that are used in the organization that will be later used in processes & projects (you can edit these later)
- Decide if you want to add additional users:
- Select the team which you are part of (you can change this later)
- By default, you will be an “Admin” for the organization account
- You can add additional “Admin” or “User” users to your account; they will receive an e-mail invite (you can also add users later) once you create the organization
- The difference between an “Admin” and “User” is as follows:
- Admin: can manage billing for the account; can see all processes and projects
- User: can not manage billing for the account; can only see their team’s processes and projects
- The difference between an “Admin” and “User” is as follows:
- Once you have completed the initial setup, click “Create organization” and your account will be set up
