What is an Anonymous User?

When you share a checklist with someone via a checklist share link or a checklist run link, and they are not part of your organization, they become an anonymous user.

Anonymous users don’t need a Process Street account to be able to fill out form fields, check off tasks in a checklist, leave comments or add attachments.

Common use cases

There are many use cases for collecting information anonymously from people. Here are a few examples:

  • To capture contact details for new sales leads
  • To enable tenants to submit a property self-inspection
  • To capture feedback in customer surveys
  • To take references for an employee you’d like to hire
  • To onboard a large number of new recruits to your company

Since anonymous users aren’t part of your organization, you don’t need to manage their numbers as you do with guests, which means that you can share your checklists with hundreds, if not thousands, of people.

What can anonymous users do?

  • Fill out form fields in tasks
  • Add comments to tasks
  • Add attachments to tasks
  • Complete tasks
  • Complete checklists
  • Change the name of a checklist

Once they’ve filled out your checklist, or added comments, they appear in your template overview like this:

And in the comments and checklist activity feed, like this:

What’s the difference between anonymous users and guests?

Anonymous users would more than likely just be using a checklist once, to fill out some information.

Guests, however are part of your organization and might be people who you need to fill out checklists on a more regular basis. If you want to track a person’s progress when they’re working on a checklist, then you’ll want to invite them as a guest.

Read more about setting user permissions.

 

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