Bring your team into Processo with a single email invite. Assign roles for role-based access control, then map a user hierarchy that quietly powers every permission, every approval and every row of data each person can see.
Users & roles is where you decide who is in Processo and what they can touch. It feeds directly into the authorization matrix, approval routing and your data — so access stays consistent no matter how many processes you run.
Send invitations to anyone. They join with a guided sign-up, land in the right organization, and pick up their role and hierarchy automatically.
Group permissions into roles — Admin, Manager, Read-only or your own. Assign a role and a user instantly inherits exactly what that role can do.
Define who reports to whom. That reporting tree drives row-level data scope and decides where approvals travel up the chain.
No manual provisioning, no shared logins. Each person gets their own account, scoped from the moment they accept.
Enter an email, choose a role and a manager. The invite carries that context with it.
The invitee signs up through a guided flow and lands inside the correct organization.
Their role's permissions activate at once — entity, field and row access included.
They appear under their manager in the hierarchy, ready to receive and route approvals.
Tell Processo who reports to whom and two powerful things happen automatically: data scopes to the right level, and approvals know where to go. Users sees their own records; their manager sees the whole team; the VP sees everything.
Data scope follows the tree — own, team, or organization — without hand-picking records per user.
When a record needs sign-off, it climbs to the right manager based on who submitted it.
The same hierarchy governs access in CRM, task management, order management — set it once, reuse it everywhere.
Roles and hierarchy aren't isolated settings — they're the inputs that the Authorization Matrix and Approval Matrix read from to decide access and routing across every process.
Maps each role and hierarchy level to per-entity, field-level and row-level permissions — the single grid that answers "can this person do this?"
Uses the reporting tree to route multi-step approvals — sequential, parallel or conditional — to the right managers automatically.
Fields flagged as PII or ePHI honor role permissions everywhere — masked from anyone whose role isn't cleared to see them.
Users & roles connect into the rest of Processo's access and process tooling.
Multi-tenant workspaces — users, roles and data stay isolated per organization.
Explore →The Approval & Authorization Matrices read your roles and hierarchy to govern access.
Explore →Keep credentials and keys out of users' hands while workflows still use them safely.
Explore →Each process is isolated with its own entities and permissions — your roles apply per process.
Explore →