Managing Users

To add users to Procedureflow, you invite them and define the entry point(s) they will be members of and their role. A pending invitation can be withdrawn or resent.

When a user accepts the invitation, they become an active user which counts toward your license allocation. If a user is no longer active in Procedureflow, you can disable them to remove them from the billing cycle.

An Org Admin can change the entry points that a user is assigned to, as well as their role in each.


Each of these tasks is performed on the Administration > Users page. To aid in managing these user tasks, click ...     > Export CSV to export one or more of the following:

  • Users - All users including their status and last active date.
  • Users - Entry Point Memberships - All users including entry point access, roles, and last flow view date.
  • Invitations - All pending invitations including invite date, name (if available), email, and invited by.
  • Invitations - Entry Point Memberships - A more detailed list of all pending invitations that includes the entry points the users were invited to and the role for each.

Note  If a user belongs to multiple entry points, they will appear across multiple rows in the Entry Point Memberships CSVs.

These exports:

  • Provide an organization-wide, real-time view of users, entry point membership, and roles so you can quickly understand who has access to what.
  • Help you to identify active vs. inactive users and track adoption. 
  • Support proactive onboarding and adoption management by surfacing invite status and last activity.

With these lists in hand, you can more efficiently identify which tasks to perform on which users:


Users Exports

Field Description Users CSV Users - Entry Point Memberships CSV
User Name User's name

X

X
User ID User's unique identifier

X

X
User Email User's email address

X

X
Organization Role User's role in the organization (e.g. Org Admin, Member)

X
Date Created (org-wide) Date the user was created within the organization

X
Date Last Active (org-wide) Date the user was last active across any entry point within the organization

X
Status Status of the user's license (either Active or Disabled)

X
Entry Point Name Name of the entry point that the user has access to

X
Entry Point ID Unique identifier for the entry point that the user has access to

X
Entry Point Role User's role in the entry point

X
Date Added (to the entry point) Date the user was added to the entry point

X

Invitations Exports

Field Description Invitations CSV Invitations - Entry Point Memberships CSV
Date Invited Date the invitation was sent

X

X
Invited Name (if available) Name of the invited user (note: this field is optional and may be blank)

X

X
Invited Email Email address of the invited user

X

X
Invited By Who sent the invitation

X

X
Entry Point Name Name of the entry point that the user was invited to

X
Entry Point ID Unique identifier of the entry point that the user was invited to

X
Entry Point Role Role that the invited user was given in the entry point

X

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