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 another […]

File Upload Limits

You can upload or embed files when editing your templates, which allows you to share information with users who view your templates, or work on checklists which have been run from them. Anyone working on your checklists can also upload files into designated file upload widgets, and add attachments into […]

Reporting API

Access Process Street reports programmatically to automate your reporting workflow. Using our reporting API you are able to export all of your Process Street data, combine it with other source data and analyze it in your organization’s preferred data analysis tool. This API has been built with data ingestion in […]

How Do I Delete My Account?

Should you wish to delete your Process Street account, you will need to be an administrator of your organization. If you aren’t the administrator, you can find out who is by logging into your account and accessing your members and guests page. If you decide to delete your account, then […]

Single Sign-On (SSO) at Process Street

Single sign-on (SSO) is a 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 […]

Property Management

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 […]

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 […]

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 […]

GDPR Statement

What is GDPR? The EU General Data Protection Regulation (“GDPR”) is a comprehensive data protection law that came into effect on May 25, 2018. It replaced existing EU Data Protection law to strengthen the protection of “personal data” and the rights of the individual. It is a single set of […]