Here’s a quick round-up of some of the smaller updates that we’ve released over the past few weeks here at Process Street. Naming automation steps For those of you that have multiple automations running from the same workflow, we added the name of the tasks that your automation run from. This […]
SCIM User Provisioning With Okta
Manage user identities in Process Street with SCIM via Okta. SCIM (System for Cross-Domain Identity Management) allows you to add and remove users that you have set up in Okta. Securely set up user roles and access to Process Street programmatically. Plan: SCIM is an Enterprise add-on. If you are […]
Manage Users with SCIM 2.0 & Okta
SCIM (System for Cross-Domain Identity Management) allows you to standardize user provisioning across all your tools. With this new feature, you can provision users in Process Street via Okta. Learn more about how to set up and use SCIM for Okta.
Getting Started Guide – Using the Send Email Widget
In this lesson we’re going to cover: What the send email widget is and why using it can benefit your business How to add the widget and populate it, step by step What to do if you get stuck Top tips to fix any problems What’s possible when you start using the send […]
Getting Started Guide – Schedule a Workflow Run
Welcome to the next stage in your Process Street onboarding! In this lesson we’re going to cover: Why scheduling workflow runs is worthwhile and what it means How you can schedule a workflow run step-by-step What to do if you get stuck What is possible when you start scheduling workflow runs Estimated time […]
Using Process Street as a Full Member
This article is part of our onboarding program and is aimed towards new Full Members working in a Process Street organization. If you’re an administrator inviting new members, please forward this to them to help them get started, or this one for Guests. If you’ve been invited to work in […]
Using Process Street as a Free Member
This article is part of our onboarding program and is aimed towards new Free Members working in a Process Street organization. If you’re an administrator inviting new free members, please forward this article to them to help them get started, this one for Full Members, or this one for Guests. If you’ve […]
Slack App
Many teams use a plethora of tools in their day-to-day operations which can be hard to manage. If your business uses Slack, then our Slack App gives you a shortcut to Process Street, bringing your workflows and tasks directly to where your teams are working. You can add it to […]
What is a Free Member?
Free Members are users that you can add to your Process Street organization to work with you free, forever! They can create, edit, share or view Pages. They can also view folders, workflows, workflow runs and tasks that they have been assigned to. Users: To invite Free Members you must be […]
Pages
In a world where teams are increasingly embracing remote work, having a place to store and share your company’s process knowledge is becoming ever more important. Process Street’s Pages allow you to create living process documents that your teams can collaborate on, wherever they are in the world. Plus they […]