Users management

The User Management page (https://app.processplot.com/manage-users) in ProcessPlot helps you manage team members and invitations within your organization. Below is a breakdown of everything you can do on this page.

Managing Active Users #

The Active Users section lists all current members of your organization. For each user, you can view the following details:

• Name: Displays the user’s full name. Your account is marked with “(you)” next to your name to indicate your identity.
• Email: Shows the email address linked to the user’s account.
• Team: Indicates the team or department the user belongs to (e.g., Business Development).
• Role: Displays the user’s role, such as Admin or Member, which defines their permissions within the organization.
• Actions: The Remove button allows you to remove a user from the organization.

Managing Invitations #

The Invitations section displays pending invites sent to users who haven’t joined the organization yet. For each invitation, you’ll see:

• Email: The email address to which the invitation was sent.
• Team: The team the invitee will be added to upon accepting the invite.
• Role: The role they will assume (e.g., Admin or User).
• Status: Shows the current status of the invitation:
  • Pending: The invitee has not yet accepted the invitation.
  • Accepted: The invitee has completed the onboarding process and joined the organization.
  • Revoked: The invitation has been revoked.

Actions for Invitations #

• If you need to cancel a pending invitation, click the Delete button in the “Actions” column.
• Additionally, you click the “Link” button to copy the invite link and share it directly with the user

Sending a New Invitation #

To invite someone to join your organization:

1. Scroll to the bottom of the Invitations section.
2. Click on “Click to add invite.”
3. Enter the invitee’s email address, select their team, and assign a role.
4. Send the invitation.
   • Use the “Link” button to copy the invite link and share it directly with the user if needed.

Once sent, the invitation will appear in the Invitations section with a status of Pending until the user accepts it.