ProcessPro

A guide to changing profile details such as first and last names and avatar (profile picture)

Update Your User Profile

Personalise your configuration options by selecting a default colour mode and email frequency.

Update your profile, password and user configuration settings. Understanding what the security settings are used for.

An explanation of who a user is and what access they have in ProcessPro.

Reinstate an offline managed document, process or value stream to allow users to see the map again.

A view of the current company's organisational structure.

View the current company's organisational chart and the way the roles are connected.

Lost or misplaced your URL for your ProcessPro instance, you can find it using our search page to help you sign in again.

Once authorised you will be able to receive tasks and notifications, search for processes and access our help centre in Microsoft Teams.

Processes, value streams and managed documents can be previewed within the directory.

All glossary terms that match words within items will appear green and have a tooltip with the description above.

This article explains how to bulk import users into a company

When importing users, there are different options that can be applied

Find answers and get help from Intercom Support and Community Experts

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Tickets submitted through the messenger or by a support agent in your conversation will appear here.