How to make a process visible to outsiders or guests
Sometimes, you’ll need a way to share the state of a process with someone outside of your company. To achieve this. Tallyfy gives you access to a public link that displays a READ-ONLY version of your process that can be accessed by anyone with the link.
You can get this link by making your process Public:
- Open your Tracker view and select the process you want to share.
- Click on Settings.
- Select the permissions section.
- Select Public to the world and mark it as yes
- You’ll get multiple options regarding what is visible. Choose the ones that fit your needs the best.
You’ll get a link that you can share with anyone you want to give access to the process. They will be able to access the Steps and View sections of your process, but they won’t be able to make any changes to it.
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