Property Management is a great use case for Process Street, since many processes like tenant and landlord onboarding are repetitive. Read our Property Management Case Study or browse some of our sample templates below. You can also search for more examples in our pre-made template library. Tenant Screening Checklist Landlord Screening Checklist […]
Webhooks
Webhooks are a way that apps can send automated messages or information directly to other apps. This can be useful to keep your other tools notified about the status of a checklist or task in Process Street. There are currently three webhooks available that can be used to notify […]
File Upload Limits
You can upload files when editing a template, as well as by attaching a file to a comment on a checklist. These are the current upload limits for various file types: Template Upload Limits Videos: 5 GB (MOV, MPG, AVI, FLV, F4V, MP4, M4V, ASF, WMV, VOB, MOD, 3GP, MKV, DIVX, […]
Enabling Okta SSO
Note: SSO is an Enterprise add-on. If you are interested in enabling SSO for your company, contact [email protected], or your Account Executive. There are three steps to set-up the Okta SSO connection: Set-up Okta Application. Provide identity provider details to Process Street. Verify Okta SSO is working properly. Step […]
Single Sign-On (SSO) at Process Street
Single sign-on (SSO) is system that enables users to securely authenticate with multiple applications and websites by logging in only once—with just one set of credentials (username and password). Process Street supports many Identity Providers (IDP), including: SSO is an Enterprise add-on. If you are interested in enabling SSO for […]
Enabling Office 365 Azure AD SSO
Note: SSO is an Enterprise add-on. If you are interested in enabling SSO for your company, contact [email protected], or your Account Executive. There are three steps to set-up the Azure Active Directory SSO connection: Set-up Azure AD instance. Provide identity provider details to Process Street. Verify O365 Azure AD […]
Enabling ADFS SSO
Note: SSO is an Enterprise add-on. If you are interested in enabling SSO for your company, contact [email protected], or your Account Executive. There are three steps to set-up the ADFS SSO connection: Set-up ADFS for Process Street. Provide identity provider details to Process Street. Verify ADFS is working properly. Step […]
How do I delete my account?
Canceling Paid Subscriptions If you are a paying customer, please log-in and cancel your subscription here. Deleting Free Accounts If you are on our Free plan, please contact us at [email protected] in order to close your account. Note: Only administrators can cancel subscriptions and close accounts. You can find out who your […]
GDPR Statement
What is GDPR? The EU General Data Protection Regulation (“GDPR”) is a new comprehensive data protection law that comes into effect on May 25, 2018. It will replace existing EU Data Protection law to strengthen the protection of “personal data” and the rights of the individual. It will be a […]