ProcessPro

A user permission to restrict who can add new processes and value streams.

Add Process Permission

Set up single sign-on for Okta, ADFS and Microsoft Entra (Microsoft Azure).

Set Up Single Sign-On (SSO)

User permissions provide access to various features within ProcessPro. This article explains each permission.

User Permissions Explained

A user permission to determine who is able to publish processes and value streams to the global process library.

Publish to Global Library Permission

A user permission which provides access to all companies without being specifically added to each company.

View Global Company List Permission

A user permission to restrict who can add new attachments to processes and value streams through uploading or linking.

Add Attachment Permission

A user permission to determine who can create new roles while editing processes and value streams.

Add Roles Permission

A user permission to restrict who can contribute to the time and cost analysis of a process.

View Cost Analysis Permission

An explanation of who an administrator is and what they are able to do in ProcessPro.

What is an Administrator?

See the progress of the approval request.

Track Approval Request Progress

It may be necessary to override the approval process without all parties having participated.

Approval Requests Report

Set the business continuity classifications on processes, value streams, managed documents and attachments to show the level of priority.

Assign Business Continuity Classifications

Set up different business continuity classifications that match your organisations required levels of priority.

Create Business Continuity Classifications

Create a report to see the allocation of business continuity classifications to processes, value streams, managed documents and attachments.

Report on Business Continuity Classifications

Set the default company, and a list of companies a user has access to.

Assign Companies to a User

Associate Users with Companies in Bulk

Quickly find your overdue reviews of managed documents, processes and value streams through the dashboard.

Access Overdue Reviews

To separate multiple companies within one shared platform you will need to create a new company.

How to Create a New Company

You can re-allocate and change limits to other companies within your main company.

How to Allocate Process, User and AI Limits for a Company

Get or request a User API key for connecting to ProcessPro through the API framework.

User Security Settings

Create a new company, edit an existing company's settings and logo, or delete a company.

Company Details

Create and delete users, update user information, reset passwords, enable deleted/ disabled users, set permissions to control access.

Manage User Details

Create and delete roles.  Update information such as the title, type, cost per hour, colour, associate parents and make bulk changes.

Manage Roles

Manage your Directory by updating your group structure: create folders and sub-folders, reorder groups, rename groups, delete groups

Group Structure Settings

A list of created quickview links. Search, view, edit and delete links to shared processes, shared value streams, shared managed documents and filtered shares.

Shared Processes Settings

Understanding the difference between roles, responsibilities, role families, service roles and system roles.

Role Types

Add, or change, the process and activity role allocation status.  The name, range and colour can be customised to suit your company.

Adding or Updating the Role Allocation Statuses

Restore a deleted process, value stream or managed document to draft.

Restore Deleted Processes, Value Streams and Managed Documents

Reinstate previous published versions of a managed document, process or value stream to the current state.

Reinstate a Historical Record of a Managed Document, Process or Value Stream

Associate Group owners and assign Role parents to create an Organisation Structure.

Role Hierarchy Settings

Assign a role that will have to approve all managed documents, processes and value streams when a user requests to publish.

Required Approval Role

Enables the ability for stakeholders to request acknowledgement on managed documents, processes and value streams.

Enable the Allow Acknowledgement Permission

Update the Acknowledgement Message

View a report of the outstanding acknowledgement tasks.

Acknowledge Status Report

Set defaults for a company. These include options to pin the objectives, toggle on the I participate filter, choose an email frequency and set a timezone.

Default Company Permissions

You can now receive notifications and tasks in Teams.

Setting up ProcessPro in Microsoft Teams

Access the specific values from Azure and log them into ProcessPro to enable the export to Microsoft Planner.

Set up Access Tokens for Microsoft Planner

This article will help you set up your Smartsheet API key and add it to a user's profile in ProcessPro.

Set Up Smartsheet API Key

Send the 'Welcome to ProcessPro' email to users once they have been set up to allow them to access ProcessPro.

Send 'Welcome to ProcessPro' Email to New Users

Create, edit and delete attachment link types to display in the attachment summary screen.

Attachment Link Types

Reseller Lead Registration Process

There are three default types of managed documents: Policies, Bylaws and Contracts. More types can be added.

Managed Document Type

Add, edit or remove glossary terms for the company you are in.

Adding Glossary Terms

Update and delete process tags and activity tags in bulk from the tags summary screen

Managing Tags

Note types can be created, edited and deleted by administrators within the administrator settings.

Manage Note Types

Allow branches to be created by activating a company level permission.

Enable Branching

Open and view terms and conditions and the software licencing.

View Software Licence and Terms and Conditions

An email is sent to users reminding them of outstanding tasks. The frequency can be set.

Task Reminder Emails

When you delete a process/value stream/managed document in ProcessPro, it works like archiving

Business Continuity Explained

James Ross

Hylet Pistorius

Elyas Christiansen

Administration

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