Admin · User access and role management

Administration: members, a role per module, and onboarding in bulk

Run the organization itself: who belongs, what each person may do in each module, and the subscription.

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Included in Every plan · members and groups need more than one seat

What Admin does

People

  • Invite members by email with a code; set their role per module
  • Module Admin: someone who runs one module without administering the organization
  • Import and export members as CSV to onboard and offboard in bulk, with a preview before anything changes

Structure

  • Members placed in the units of your organization's hierarchy
  • Groups of members at organization level, and module-level groups on top
  • Your plan, seats and support contacts in one place

Admin: questions and answers

What roles can a member hold?
A role per module. A Module Admin runs one module without administering the organization; a Module Manager creates freely and controls what they created; Staff Access sees what they are not barred from and works on what they are given. Organization Admins hold every module.
Can we onboard many people at once?
Yes. Import members from a CSV file with a preview before anything changes, and export them the same way to offboard in bulk.

Works with

Small business and up

Business process catalogue and organization modelling software

Organization

Model the organization: its units, who leads each, and the processes, services and capabilities each one runs — with an owner for every one.

  • Units of every kind — CEO office, division, business unit, department, team, function — nested in whatever order your organization really runs
  • What the organization does, placed under the unit that does it — capabilities holding the processes that deliver them, and the services it provides
  • The organization and every unit seen whole: who leads it, who is in it, what it runs
More about Organization

Every module