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   What’s the Difference Between a Guest and a Member?

What’s the Difference Between a Guest and a Member?

Updated September 27, 2022

Process Street has a number of different user levels that you can choose from, which determines what access or permissions each one has inside your organization.

There are 2 key types of “users” in Process Street.

  • Paid users who can have full access to Process Street – Admins & Full Members
  • Free users who have limited access to Process Street – Free Members, Guests & Anonymous

This table helps explain the main differences:

If you’d like users to have access to Pages, consider promoting your guests to free members.

Access

Admins have access to everything, at all times regardless of any permission levels that you set.

Full Members can have full access to Process Street. They can be given access to specific folders, edit workflows, and run workflows as desired, based on the permissions you set for them. You can choose between four different member permission levels to give you granular control over your processes. They also have access to Pages.

Free Members have more limited access to Process Street than full members. They can be assigned to active workflow runs and tasks. They also have access to Pages.

Guests have very limited access and can only see and interact with workflow runs they are assigned to, including checking tasks off, commenting, and adding attachments. Guests are a great way to bring outside people (such as clients, customers, or freelancers) into work on a single workflow run or task, without giving them full access to your Process Street organization. Guests do not have access to Pages.

Anonymous users are those who work outside your team, with whom you might share workflow runs or tasks on occasion.

Learn more about access and permissions levels for the different types of users in Process Street.

Pricing

We have a number of pricing plans that you can choose for your organization, paid either on a yearly or monthly basis.

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