The Organization Settings page in ProcessPlot allows administrators to manage organizational details, teams, and tools associated with their organization.
What Can Be Managed on the Organization Settings Page #
1. Organization Details #
At the top of the page, the organization name is displayed to indicate the active organization whose settings you are managing.
2. Managing Teams #
The Teams section lists all the teams associated with your organization. These are the teams that can be assigned to processes or tasks.
You can:
- View Teams: See all existing teams displayed as labeled tiles (e.g., Legal, Support, Engineering, etc.).
- Remove Teams:
- To remove an individual team, click the “X” icon next to its name.
- To remove all teams at once, click the general “X” located in the right side of the selection box.
- Add Teams: Simply click in an empty area of the field and start typing to add a new team. Suggestions from existing teams will appear, or you can create a custom team.
To ensure smooth collaboration, make sure all relevant teams for your organization are included here.
3. Managing Tools #
The Tools section lists all the tools used within your organization. These tools can be assigned to specific tasks during process creation and management.
You can:
- View Tools: See all tools displayed as labeled tiles (e.g., Slack, Jira, Dropbox, etc.).
- Remove Tools:
- To remove an individual tool, click the “X” icon next to its name.
- To remove all tools at once, click the general “X” right side of the selection box.
- Add Tools: Simply click in an empty area of the field and start typing to add a new tool. Suggestions from existing tools will appear, or you can create a custom tool.
Make sure to keep this list updated with all the tools your teams actively use to ensure proper integration with your processes.
4. Saving Changes #
After making any modifications to the Teams or Tools sections:
- Click the Save button at the bottom of the page to apply your changes.
- A confirmation message will indicate that your updates have been successfully saved.
