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.

User Configuration Settings

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

User Profile and Personal Settings

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

What is a User?

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

Reinstate an Offline Managed Document, Process or Value Stream

A view of the current company's organisational structure.

Organisation Structure  Screen

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

Organisational Chart Screen

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

Find Your Instance of ProcessPro with Wayfinder

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

Navigating ProcessPro in Microsoft Teams

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

Preview in Directory

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Glossary Terms within Processes, Value Streams and Managed Documents

This article explains how to bulk import users into a company

User Import Explained

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

User Import Options

An administrator can update a user and a company's timezone from the Settings pages. A user can set their own timezone in Personal Settings.

Update Company and User Timezones

View where a role is assigned as owner, expert, informee, and to activities, as well as its role hierarchies and role families, in the Associations sidebar on the Roles summary…

Role Associations

International timezones make it possible for each user to work in a timezone that matches their location, while still keeping a consistent audit trail across the system. Timezones can be…

International Timezones

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Users

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Volume, requesters and topics for your company.

Insights

Top requesters

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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