How to Add Someone with Limited Access?

You can add someone with limited access to your organization by inviting them either as a guest or a member with limited permissions.

You can invite or add these users to checklists, templates, folders and into your organization.

Invite a user to a Checklist

Start by clicking on the blue card to open the checklist. Next click “Assign users” from the right hand menu.

Type their email address and hit Enter on your keyboard to invite a new user, or pick from the dropdown list to choose a user who is already part of your organization.

Invite a user to a Template

Start by clicking the cog next your template’s name. In the right hand menu, select “Share template”. Click on the “Permissions tab” and type their name in the field shown. Check the box to invite someone as a guest, of un-check the box to invite them as a member.

You can then set the member permission level in the drop down field shown below.

Invite a user to a Folder

Start by clicking the cog next to the name of your folder. Next, click “Assign members” and type their name in the field shown. Check the box to invite someone as a guest, of un-check the box to invite them as a member.

Invite a user to your Organization

Alternatively, you can access the “Members & Guests” tab of your organization manager by clicking your organization’s name in the top right of your screen.

Once there, enter their email address and their name and click “Invite” to add them to your organization as a member. If you want to add them as a guest instead, make sure you tick the box below the email address field.

Share checklists with limited access

You can also share checklists with anyone using a public link. The activity of anyone who uses this link will be recorded as an anonymous user.

Checklist sharing does not require the user to have a Process Street account, so it’s great for tasks such as collaborating with a client on a checklist.

Learn more about managing user permissions.

 

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