How do I create a new process?

Create a new process in the process drop down menu in the upper left hand corner of your account.

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Only process admins can create a new process. Once users have access to projects in different processes, they will be able to see the multi-process drop-down menu.

A new process can be created in four easy steps:

1. Click the Multi-Process menu as shown as shown below.
2. Click “Create a new process” as shown on the first image below.
3. Now give the new process a title as shown on the second image below.
4. When done, simply click “Create and go to the new process”.

After creating a new process, it can be accessed from the drop-down menu located in the top-left corner. Users can see a process listed in the drop-down menu if they have access to a project in that processes.

By default, Project Data, User Lists and Templates are NOT transferred between individual processes. For this reason, cross-process reporting in Analytics is currently not possible.