ProcessMIX Guide
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Organization & Subscription

On the organization settings page, you can manage your subscription and team, configure environments, and purchase additional resources such as deployment slots, developer seats, databases, etc.
To navigate your organization settings, click the Organization Settings button located at the top right of the Home app panel.

Which Subscription Plan is Right for You?

Before you can access the organization settings page, you must create the first organization. Each organization is associated with a subscription plan. You can choose only one plan. The “Free”, “Starter”, and “Business” plans include a certain number of resources, such as deployment slots and developer seats who can use the app. If needed, you can purchase additional resources in the future or upgrade your subscription plan.
Only one organization can be created with a Free subscription.
You cannot purchase additional resources for the Free plan. To acquire additional resources, you should upgrade your subscription plan.
If a subscription is canceled, a refund for unused subscription days is not provided.
If you require custom conditions for your application's capacity and its environment, please consider our Enterprise plans.
Free
Starter
Business
ProcessMIX Cloud
Private Cloud
1 developer seat
3 developer seats
5 developer seat
by request
by request
1 developer seat
6 deployment slot
10 deployment slot
by request
by request
Developer seat – the number of developers allowed to work within the organization.
Deployment slot - dedicated memory size required to create a deployment. Each deployment will occupy space on slots. The larger the project, the more space in the slot is consumed. A deployment requires at least one slot.

How to create an organization?

After successfully logging in, if you have access to previously created organizations, the system will automatically redirect you to the Home application.
If you don't have an existing organization or haven't received an invitation to join one, the application will guide you through a "Wizard" process. After completing all the necessary steps, the organization will be created.
If you have received an invitation to join an existing organization, go to the "Invitations" section located in the upper right corner to begin working within it. For more information, refer to the Organization Team guide.
Step 1. Subscription.
Select the plan you need.
The following subscription plans are available for selection:
  1. 1.
    Сommon Plans:
  • Free
  • Starter
  • Business
  1. 2.
    Enterprise Plans:
  • ProcessMIX Cloud
  • Private Cloud
The default subscription type is “Starter.”
To choose a free subscription with a limited number of resources, select the “Free“ plan and click the NEXT button. After all steps the application will be available to work with.
For a paid subscription select the tariff “Starter”, “Business” or Enterprise plan in the first step.
Step 2. Organization details.
Enter the name of the organization and its website (optional), and select the domain you work in. This will help us tailor our AI assistant to your specific needs.
The organization's name should be more than 3 characters and less than 64, and can include letters (Latin a-z, A-Z), numbers (0-9), $, and an underscore. It should begin with a letter or an underscore.
Step 3. Environments (Step 3 is not available for the free plan).
Redistribute resources and buy additional ones if needed.
The environment is a place where you can deploy your projects. Each deployment requires at least one slot.
The top panel includes the following information:
  • Slots in Subscription - the number of slots in the subscription.
  • Buy additional - the number of slots you purchase additionally and their price.
  • Total - the total number of slots to be held by your organization (the sum of subscription and bought slots).
  • Unallocated - the number of slots that are not allocated to any environment and are in a common pool. To use these slots, allocate the right amount to the needed environment.
To purchase additional slots, click the "plus" and "minus" buttons at the top of the pop-up to set the desired number of additional slots for your organization.
You can perform the following actions in the environment:
  1. 1.
    Add an environment, click + Add new environment. This operation is free of charge.
  2. 2.
    Rename environment. Enter a new mane in the appropriate field.
  3. 3.
    Change its type, except for the development environment. This environment is created by default for paid subscription plans and cannot be deleted. All deployments from the IDE get placed into this environment. It is also possible to create a deployment for any other environment from the Home section.
  4. 4.
    Increase or decrease the number of allocated slots to the selected environment by using the 'plus' and 'minus' buttons. By default, slots are already allocated, but you can change the settings if necessary, reallocating slots among the environments.
  1. 5.
    Increase or decrease the database size. The internal database can be connected to each environment, and the cost of the database depends on the selected tariff plan. Use the "plus" and "minus" buttons to set the required size of additional databases for the selected environment.
  1. 6.
    Delete environment (except for development environment). To delete the environment, click the DELETE button.
The development environment can not be deleted.
After reaching the desired environment and resource state, click the NEXT button.
Step 4. Team (steps 4 is not available for the free plan)
Invite new users and buy additional ones if needed.
To buy additional seats, click the "plus" and "minus" buttons at the top of the pop-up to set the desired number of additional developer seats for your organization.
To invite a user, click +Invite new user. In the newly opened field, enter a user’s email. Invitations will be sent after completing all the Wizard steps and the organization creation process.
To delete a user, click the DELETE button.
One seat is already occupied by you. After the organization is established, you will assume the role of Owner.
After reaching the desired team state, click the NEXT button.
Step 5. Final
Review the results in the table. If everything aligns with your goals, click the FINISH button to complete the organization creation. If you want to make changes, press the BACK button to return to the previous step.
Now you are redirected to the payment page. Enter your banking card details and other information needed.
If the payment has been successful, you are redirected to the ProcessMIX Home application where you should create the first repository and project to get started. To learn more about repositories and projects, visit the Repository & Projects guide page.
Now the subscription is activated. The organization and your space are ready to work with.
After the successful establishment of the organization, the organization page will open. Click the back button, you will be taken to the Repositories and Projects section. Here you should create the first repository and project to get started. To learn more about repositories and projects, visit the Repository & Projects Guide page.
If you already have an organization created and wish to create a new one, click the New organization button located in the upper right corner.
To create an organization, you need to go through the 5 steps of the Wizard again.

Which Operations Can You Perform in Organization Settings?

After the organization has been created, you can go to the Organization settings page.
The following operations are available on the Organization settings page:
  1. 1.
    Change the name of the created organization or its website.
  2. 2.
    Delete organization.
  3. 3.
    Adjust the subscription (view, upgrade, cancel).
  4. 4.
    Set up administrators and owners.
  5. 5.
    View and manage the organization team.
  6. 6.
    View and manage environments.
  7. 7.
    View and manage payment methods.
To go back to the Repositories and Environment sections, click the BACK button.

How to change the name of the organization?

To change the name of the organization or its site, click
in the appropriate input field.
Enter a new organization name and click UPDATE.
If the name or site is entered incorrectly, the input field is highlighted red, and an error indicator is displayed.

How to add an owner to the organization?

To add a new owner or administrator to the organization, navigate to the Users tab, then click the New owner
button next to the corresponding field.
Select the new owner’s email in the open window and click the CONFIRM button. For detailed information on roles and their associated functionalities, refer to the User Role page.
First, you need to invite a user to the Organization Team. Before assigning a specific role to a user, they must accept the invitation. Then, you can assign them roles such as Owner or Administrator.

How to delete the organization?

To delete an organization, click the DELETE button, then confirm the action by clicking the DELETE button in the open window.
After deleting an organization, all its resources are also deleted, including created project deployments and database, if they have been previously added as an additional resource.
If you have added a database, we recommend dumping it by using a third-party utility.

How to cancel the subscription of the organization?

To cancel the subscription, click the Cancel button on the organization settings page located at the top right of the panel.
The refund for unused subscription days is not provided.
The subscription status will then change to CANCELED, and it will become INACTIVE after the paid period ends.
The platform can be used with current resources until the end of the paid period. With a canceled subscription, the following operations are unavailable: inviting a user, allocating slots, or creating a new environment.
You can restore the subscription until the end of the paid period. To restore the subscription, click the Activate button. The next subscription payment will be made according to the previous payment schedule.

How to upgrade the subscription of the organization?

To upgrade your subscription, click the UPGRADE button located at the top right of the panel. In the pop-up that opens, select a plan you need, then click the UPGRADE button.
When you upgrade your Free Subscription, you will be redirected to the payment page. Insert bank card details and other information needed. If the payment is successful, the subscription plan will be upgraded immediately.
If you upgrade a paid subscription, the payment amount will be calculated and automatically debited after upgrade confirmation using your default payment method.

How to add or remove your organization's additional resources?

Additional resources you can add or remove:
  • developer seat
  • deployment slot
  • database
You can purchase or reduce resources if:
  • your organization has a paid subscription
  • your current subscription is active
  • you have the role of an owner
After confirmation, all purchased resources are provided immediately. Payment for new resources will be charged in the next billing period. The charge for additional resources used within the current billing period will be added to the next invoice.
Adding additional development seats is available in the Users tab while adding additional deployment slots and database are available in the Environments tab.

How to add developers' seats

You can view the current number of developer seats in the Users tab. To change their number, click the edit
button.
Choose the number of development seats desired using
and
buttons. Then click the CONFIRM button.
You cannot delete a development seat that is currently in use. Please free up the seat before proceeding with deletion.
You also cannot remove seats that are included in the subscription.

How to add deployment slots

In the Environments tab, you can see the current number of deployment slots. To change their number, click the edit
button.
Choose the number of deployment slots desired using
and
buttons. They will be added to the common pool of slots. Then click the CONFIRM button.
After purchase, distribute the purchased slots to the environments where they are needed.
You cannot delete a deployment slot allocated in the environment. Please, free up the slot from the environment before proceeding to deletion.
You also cannot remove deployment slots that are included in the subscription.

How to manage deployment slots

To allocate slots, go to the Environment tab. The Unallocated indicator is located at the top of the Environment tab panel, displaying the count of unallocated slots.
If there are no unallocated slots available, you can either purchase additional slots or free up slots from another environment if they are not currently in use.
The limit determines how many slots can be used for deployment in this environment.
To set up a deployment slots limit in the environment, select the desired environment from the list. Go to the environment settings on the right side of the tab. Locate the Deployment Slots tab and the Limit field, then click the Edit
button.
In the pop-up window, adjust the number of slots needed for your environment (slot limit) using the minus
and plus
buttons. Then, click CONFIRM.

How to purchase or remove a Database

To view the current database size, select the desired environment. The current state can be seen on the right side of the Environment tab - Environment settings.
To buy a database, click the add
button.
Select the type of database in the pop-up open (version 5.0.5 PostgreSQL 13 is only available).
Choose the Database size desired using minus
and plus
buttons. Each click increases or decreases the Database quantity by 5 GB. Then click the CONFIRM button.
Your purchased Database credential can be seen in the Database section.
To change the size of the Database, click the edit
button.
Choose the size of the Database desired using minus
and plus
buttons. Each click increases or decreases the Database size by 5 GB.
The user can not delete the last 5 GB by clicking
button. In case you would like to delete the last 5 GB, click the DELETE button.
To delete a database, click the delete
button.
Then CONFIRM resource deletion.

How to rename the environment?

To rename the environment, go to the Environment tab. Select the desired environment, and then click the Edit button.
In the pop-up window, enter the new environment name, and then click the RENAME button.

How to add the environment?

To add an environment, go to the Environment tab, then click the Add a new environment button.
Enter the environment name, select its type, and then click the CREATE button in the pop-up window.

How to Delete an Environment

To delete an environment, follow these steps:
  1. 1.
    Click the Environment tab.
  2. 2.
    Select the environment that you want to delete.
  3. 3.
    Click the DELETE button located on the right side of the settings.
  4. 4.
    Confirm the action by clicking the CONFIRM button in the open window. All deployments made to this environment will also be deleted at the same time as the environment.
The development environment can not be deleted.

How to change the payment method?

To see your payment methods, click the Payment Methods tab on the Organization settings page.
The method used for a subscription payment while creating an organization becomes the default. The default method is framed in blue. This method will be later used for any subsequent payments.
To change the payment method, go to the Payment method tab.
To add a new payment method, click the + Add payment methods button in the top left corner.
Now you are redirected to the payment page. Insert your banking card information needed.
If you add a new payment method, this method does not become the default. If you wish to use the method as the default whenever you should pay, select the payment method as the default by clicking the button in the needed card frame.

How to delete the payment method?

To delete the payment method, click the Delete inside the desired method.
You cannot delete a payment method currently used by the system. To delete the method, add a new one and change the default payment method to the newly added one.