Users

Invite people to a workspace, see their user type and status, change their type, and remove them on the Users page.

A workspace can be shared with other people. On the Users page you invite them, see who has access, and decide what each person can do.

What is a workspace?

A workspace holds your processes, credentials, forms and other resources. Everyone has a personal workspace of their own. With a business or enterprise plan you can also work in shared workspaces: an enterprise account has a master workspace, used to administer the account, and sub-workspaces inside it, where teams build and run their processes. See Create and configure a sub-workspace.

User types

Each member of a workspace has one of five user types: Owner, Co-Owner, Admin, Member or Basic. The type decides what the person can see and change. The full list of what each type can do is in User Permissions and Roles Management.

The user type is set per workspace. The same person can be an Admin in one workspace and a Member in another. A Co-Owner of a master workspace is the exception: a Co-Owner is added to every sub-workspace of that master workspace as a Co-Owner.

Open the Users page

Click Users in the left menu. The page is available in shared workspaces, not in your personal workspace, and only to users who are allowed to manage the workspace's members.

The table shows each person's USER NAME (with their email), USER TYPE and STATUS. Use Search by name to find someone.

Status	Meaning
Pending invitation	The person was invited and has not accepted yet.
Active	The person accepted and is a member of the workspace.
Invitation expired	The invitation was not accepted in time.

Invite a user

Type the person's email address in Invite user by email. The user type they will get is shown at the end of the field.
Click Send invite. You see "Invitation sent."

The person gets an email. Once they accept, their status changes from Pending invitation to Active. A person who has no PROCESIO account yet creates one from the invitation, and is added to the workspace afterwards.

In a master workspace, the Users page lists the account's administrators and has no invite field. To invite someone to a sub-workspace from the master workspace, open Workspaces and click the number in the USERS column of that sub-workspace. The same list, with the invite field, opens in a side panel.

New members get the workspace's default user type. In an enterprise account, the owner and co-owners set it per sub-workspace in the sub-workspace's Permissions tab.

Accepting an invitation in another browser tab does not end the session you already have open.

Change a user's type

Open the ⋯ menu on the person's row.
Choose Make followed by the new type, for example Make Member, and confirm.

When a user's type changes, all their permissions are reset to the defaults of the new type. You can also choose Edit followed by their current type to change individual permissions in the Edit user panel.

You can change the type only after the person has accepted the invitation. You can give a type only up to your own: only the Owner can make someone a Co-Owner, and nobody can change the Owner's type or their own.

In a master workspace, the Owner can also hand the account over to a Co-Owner with Transfer ownership. The Owner then stops being the owner.

Remove a user or cancel an invitation

Open the ⋯ menu on the person's row and choose Delete, then confirm. This removes a member, or cancels an invitation that is still pending.

If you cancel a pending invitation, the person still has the email, but the link no longer adds them to the workspace. They see that they have not been added because the invitation has been revoked.

Removing a Co-Owner from a master workspace removes them from the list of administrators and from all sub-workspaces.

Switch between workspaces

If you have access to several workspaces, use the workspace switch in the upper-left corner to see them and move from one to another. You don't need to sign out.