Collaborate with Guests and People Outside Your Organization

We’re often asked for the best ways you can collaborate with people from outside of your organization, whether that’s with clients, with customers, with freelancers or if you’re a teacher, with your students.

You’ll be pleased to know that here at Process Street, we have several ways to help you achieve this.

Collaboration options

In this article, we’re going to cover:

  • How to collaborate with guests
  • How to collaborate using share links
  • How to collaborate using workflow run links
  • How to set permissions for guests
  • How to set permissions for share links

How to collaborate with guests

You can invite someone as a guest into your Process Street organization, to work on a specific task, a set of tasks or a whole workflow run. This is especially useful if there’s only a small part of a process that you’d like someone to complete, or if they are only occasionally required to complete a specific process.

The good news is that you don’t have to pay for guest access and you can invite an unlimited number of guests to your organization.

If you’d like your users to have more access to workflow runs and Pages, you should consider inviting them as a free member.

Let’s look at a couple of examples of how you might work with guests.

Inviting your bookkeeper to work on your accounts payable process

You’ve completed a purchase order from a vendor and you need your bookkeeper to action some of the steps in your Accounts Payable process. Your bookkeeper doesn’t need everyday access to Process Street, and you’ve previously added them as a guest to your organization. You can assign them to the tasks you need them to complete once the workflow has been run, or you can assign them to the whole workflow run and ask them to fill out all the tasks.

Pro Tip: You can use Stop Tasks to only send notifications to the bookkeeper when the previous task has been checked off. This means they can come in and complete their tasks at the time you need them.

Asking your maintenance person to update on a job they’ve completed

You’re a property manager with a busy schedule and you’ve heard that your maintenance contact has completed some work at one of your owners’ properties. Keeping the owner up to date with everything that’s been done is crucial to maintaining your relationship, so you need your maintenance person to submit details of the work undertaken, with photos and videos so that you can pass these on to the owner. You run a maintenance report workflow, where all these details can be uploaded, and assign your maintenance person to the workflow run so that they have ownership of the process. You can also communicate with them via the comments field at the bottom of each task.

Creating a share link from either a workflow or a workflow run, lets you share them with someone from outside of your organization. The great thing about using share links is, that whoever you’re sharing with doesn’t even need a Process Street account, to either run a workflow or to fill in and complete that workflow run.

The person you’ve shared with completes their work anonymously, and you can track what progress they’ve made, or what files they’ve uploaded, in your Reports tab. Anonymous users are also free, and unlimited so you can share your workflows anonymously with as many people as you need.

Let’s run through some use cases where you might use Share Links.

You’re running a remote training course for 5 people to teach them some tips and tricks to become better marketers. You’ve already gathered their contact details and email addresses and now you’re ready to set them off on the training program.

Each person has their own, named workflow run to work on and once you’ve switched on the share link, you can email it to them individually to allow them to get started. They complete the workflow run, and you can give them feedback, answer questions via the comments, or send them another share link from another workflow to continue their training.

Pro Tip: You could use a “Workflow Run Link” to save time getting them onto the next stage of their training – more on this below.

You work with a handful of freelancers to help you create new and exciting content for your website. To help manage their incoming suggestions, you’ve created a “Blog Ideas Processing” workflow, which you have shared with them via a workflow share link.

This way, each time they have a new idea for a blog post, they run that workflow and follow the process to outline their proposal. This means that all your freelancers are following the same structured approach and you can manage your workload more effectively.

Set the permission you require, copy the link and send it to your freelance team.

Workflow Run Links allow you to quickly run a new workflow without searching out the correct workflow, hitting the ‘run’ button, or finding a workflow run and manually switching on the share link.

There are lots of instances where this can be useful, for example, to link together multiple processes, to send a workflow run to a customer to complete via email, to integrate with other apps such as your CRM or Support System or to send as a survey to your email list.

You can also use run links to pull variable data from workflow run into another. Learn more about run inks.

Ready for some more examples? Here’s how you might incorporate run links into your work.

Onboarding a large number of people

You are onboarding a huge number of new recruits and you have multiple stages to the onboarding and training process for them to complete. At the end of each stage of training, you add a run link that allows them to seamlessly move from one stage to the next. This is easily achieved if you put the run link in the final task of the preceding workflow run. They click on the link, the new workflow runs and they carry on with the next stage of their training.

Sending out a survey to lots of recipients

You have 300 people to send your latest survey to, and you’ve finished creating the survey in a Process Street workflow. Once you’ve clicked on the “run link” from the workflow view, you set the permission to “Anyone can run this workflow” and you’re good to copy and send out the link. The great thing about using this feature is that the recipients of your email don’t even need a Process Street account to fill out the survey, since they become anonymous users.

Pro Tip: You can paste a workflow run link into a website form field in a workflow, which allows you to use that link as a variable. This means that you can add that variable to emails sent from your workflow runs or inside content text fields within your workflow run.

Setting permissions

Before you get started inviting guests to work on your workflow runs, or before you start sending out share links, there are a few things you should consider with regards to permissions. By setting permissions, you can give your users access to segments of your organization rather than the whole thing, and even separate out which tasks or workflow runs each user can see and work on.

How to set permissions for guests

Guests can only see and interact with workflow runs and tasks they are assigned to, and by using task permissions you can control this still further. For example, as we mentioned above, you might not want a guest to see a whole workflow run, especially if there are only a handful of tasks you’d like them to work on, or if you prefer to keep parts of that workflow run confidential.

Task Permissions and Role Assignments allow you to switch on and off access to certain tasks so that guests can only see and work on the tasks that you’d like them to see and nothing else.

You can control user permissions on a workflow-by-workflow basis. On a workflow share link, you can set one of three different permission levels.

  • Only members of your organization can view and run this workflow
  • Anyone with the link can view this workflow (effectively making it “view only”)
  • Anyone with the link can view and run this workflow (they can also import this workflow into their own organization)

When you share a workflow run you can share it with anyone you like. The person you share it with will be able to complete the workflow run, fill in form fields, upload files, and add comments. You don’t have to assign them to the workflow run, so they don’t even need a Process Street account to work on it, although you may want to set task permissions or task assignments before you send it.

On a workflow run link, you have two choices of permission settings.

  • Only members of your organization can run this workflow
  • Anyone can run this workflow

We’ve used a number of examples above which hopefully got your gears turning and ready to get started on testing out some of these features for yourselves.

Reach out to our Process Pros team if you have any questions or need support setting up any of these features.


 

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