Make a process visible to outsiders or guests

How to make a process visible to outsiders or guests

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.

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Guests > The guest view

The guest view provides a straightforward dashboard interface that lets external users monitor and engage with their assigned processes through task tracking notifications and process status updates.

Tracker View > Manage and track my processes

Tallyfy’s cloud-based platform offers comprehensive process management through a user-friendly dashboard that enables tracking sorting filtering and monitoring progress statuses for enhanced workflow efficiency.

Edit Processes > Edit tasks and process properties

Users can modify various process elements in Tallyfy including names owners tags notes and other settings through the Settings button in the active process view.

Tracker View > Check process activity

The Activity stream feature enables users to monitor all process-related actions through a detailed log accessible via Settings and Activity tab in the Tracker.