Account Information

Administration > Account > Account Information is where account administrators manage company-wide settings. Click the Save icon in the header after making changes.

Account Information

Your Business name (required), Website URL, Country, Date format (choose how dates display throughout the app), and Billing Email Address.

Company Profile

Optional details that help the AI Strategist tailor its guidance to your business: Company size, Annual revenue, Industry and Industry description, Region, Headquarters country, Business model, Ownership, Growth stage, Year founded, and any Compliance and regulatory frameworks that apply to you. The more of this you fill in, the better the Strategist can match its advice to companies like yours.

The Industry description is the single most valuable field: describe what your business actually does and who it serves, in your own words. This matters especially if you serve an industry rather than belong to it - a firm that details cars for dealerships is a service provider to dealers, not a dealership - because the Strategist relies on this description to watch the markets, regulations, and hiring trends that genuinely affect you. The Industry dropdown is just the closest broad category.

AI Strategist Autonomy

The Allow AI Strategist to act autonomously toggle is the master switch for autonomous action. When it’s off, all autonomous actions are paused and the Strategist waits for your approval on everything. Changes to this switch are recorded in the Decision Journal.

Customizations

Brand the app for your team: pick the Header bar color and upload a Company logo (light background) and Company logo (dark background). You can also turn on Automatically Submit Task Notification Email Responses.

Account Status

A read-only summary of your Current User Count, File Storage used, Account Status, and Current Plan. To make plan changes, see Plan, Payment, and Invoices.

Single Sign-On

Single sign-on lets your people sign in to ProcessPlan with their company accounts, such as Okta, Microsoft Entra ID, or Google Workspace.

Setting it up yourself. When self-setup is turned on for your account, the Single Sign-On card offers a setup link:

1. Select Get Setup Link.
2. Select Open Setup to do the setup yourself, or Copy Link and send it to the person who manages your company’s identity provider. The link works for three days. Anyone who has it can set up single sign-on for your account, so share it only with that person.
3. They follow the steps on the setup page. Along the way, they prove your company owns its email domain by adding a DNS record.
4. When they finish, come back to this page and select Check Status. The card shows which identity provider your people sign in with and which email domains are verified.

If you set up single sign-on this way, you can change it later, for example to verify another email domain: select Change Settings and follow the same steps. To turn single sign-on off, use the Support Call button.

Setting it up with us. If the card shows a Support Call button instead, schedule a free call and we’ll set it up with you. If we set up your single sign-on with you, we also make any later changes with you, so use the Support Call button for those too. Single sign-on is also available through social login and username and password authentication.

When someone signs in through your company’s identity provider for the first time, ProcessPlan connects them to your account only if their email address is on one of your verified email domains. If your people use another domain, verify it with Change Settings if you set up single sign-on yourself, or let us know and we’ll add it.

Note

Setting up or changing single sign-on requires both the Edit User Accounts and Edit Account Information permissions (see User groups and security groups).

Note

This page is available to users whose permissions include account administration.