Process groups are a way to organise and manage your processes, arranging them in helpful categories and controlling who has access to them.

To create a process group, right click on an existing process group name in the sidebar on the Processes page, or for a top-level group, right-click on the organisation name there. Select [New Group] to create a new process group.

Only Promasters, Business Analysts and Process Champions can create new process groups. The below matrix shows the various rights and roles relating to process groups.

Process Group Overview

Managing Process Groups

Permissions