Make a process visible to outsiders or guests

Enabling the public process link

Admin only

For security reasons, this feature is only available to admin users in your company. This ensures every process remains confidential unless it’s required to be shared in a read-only manner.

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:

1. Open your Tracker view and select the process you want to share.
2. Click on Settings.
3. Select the permissions section.
4. Select Public to the world and mark it as yes
5. You’ll get multiple options regarding what is visible. Choose the ones that fit your needs the best.

Everything will be public

It is important to note that everything will be completely visible to anyone with the link. This includes the state of any form fields, assignees’ names, and the progress made on the entire process. If you want to restrict access to certain people outside your organization instead of anyone with the generated link, consider adding guests to specific steps instead.

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.

Related articles

Guests > The guest view

External users can efficiently manage their assigned tasks through a comprehensive dashboard that displays processes progress notifications comments and documents while maintaining limited access to only their specific assignments.

Guests > Get a guest's unique link

External users can access specific tasks without a Tallyfy account by obtaining guest task links through either the task menu or Organization Settings and sharing them via communication tools.

Tracker View > Manage and track my processes

The Tracker view offers comprehensive process monitoring through sortable cards displaying process details while enabling users to track progress status and filter processes based on various criteria including due dates and alphabetical order.

Tracker View > Check process activity

Admins and authorized members can monitor process activities through the Activity stream feature which displays a comprehensive log of all actions performed on tasks and processes.