ProcessOut Organization Management and Permissions

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This functionality is currently being rolled out

Not all organizations onboarded in ProcessOut will have access to this functionality yet. If in doubt, speak with your account manager.

The ProcessOut Dashboard supports easy management of many projects within an organization. Organization administrators can define project structures within ProcessOut that reflect their organization’s structure. Granular project access in specific parts of the organization can be granted to individuals or teams, and administration of parts of the organization can be delegated to specific users.

You can access your organization settings from this page, or from the Organization navigation represented by a globe icon in the top right corner of the Dashboard.

When you are in the Organization management view, you will see following navigation on the Dashboard sidebar:

OrganizationView and organize the structure of your projects
RolesDefine permissions for your users
API KeysManage the access and permissions of your applications for the ProcessOut API
TeamsCreate and manage groups of users
MembersManage the organization’s users and their access

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Required Permissions

Each section of the Organization Management requires specific permissions for reading and managing (check the "Permissions required" header on each documentation page).