{"id":6201,"date":"2023-01-23T08:00:10","date_gmt":"2023-01-23T08:00:10","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/using-process-street-guest-internal\/"},"modified":"2026-05-18T16:48:35","modified_gmt":"2026-05-18T16:48:35","slug":"using-process-street-guest-internal","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/using-process-street-guest-internal\/","title":{"rendered":"Using Process Street as a User"},"content":{"rendered":"<p><em>This article is part of our <a href=\"https:\/\/www.process.st\/help\/docs\/getting-started\/\">onboarding program<\/a> and is aimed towards new Users working in a <a href=\"https:\/\/www.process.st\/\">Process Street<\/a> organization. <\/em><\/p>\n<p><em>If you&#8217;re an administrator <a href=\"https:\/\/www.process.st\/help\/docs\/invite\/\">inviting<\/a> new Users, please<a href=\"https:\/\/www.process.st\/help\/docs\/using-process-street-free-member\/\"> forward this article<\/a> to them to help them get started, this one for <a href=\"https:\/\/www.process.st\/help\/docs\/using-process-street-as-a-member\/\">Builders<\/a>, or this one for\u00a0<a href=\"https:\/\/www.process.st\/help\/docs\/using-process-street-as-a-guest\/\">Guests<\/a>.\u00a0<\/em><\/p>\n<hr \/>\n<p>&nbsp;<\/p>\n<p>If you&#8217;ve been invited to work in a <a href=\"https:\/\/www.process.st\/\">Process Street<\/a> organization as a User, there are a few questions you might have about what you can and can&#8217;t do, and how to get started.<\/p>\n<p>In this article we&#8217;re going to look at:<\/p>\n<ul>\n<li>What a User is<\/li>\n<li>What happens when you get invited to work in Process Street<\/li>\n<li>Learning Process Street lingo<\/li>\n<li>What a User can do in Process Street<\/li>\n<li>Frequently asked questions<\/li>\n<\/ul>\n<h2>What is a User?<\/h2>\n<p>A User can have unlimited access to check off tasks in <a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-checklist\/\">workflow runs<\/a> and view\u00a0<a href=\"https:\/\/www.process.st\/help\/docs\/folders\/\">folders<\/a>\u00a0or workflows\u00a0that have been shared with them. They can also create <a href=\"https:\/\/www.process.st\/help\/docs\/pages\/\">Pages<\/a> in their <a href=\"https:\/\/www.process.st\/help\/docs\/private-library\/\">Private Library<\/a> or edit the Pages within any <a href=\"https:\/\/www.process.st\/help\/docs\/folders\/\">Folders<\/a> to which they have edit permissions.<\/p>\n<p>A User is the next step down from a <a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-full-member\/\">Builder<\/a> in an organization and can be given two different levels of access to that organization, depending on what they need to work on.<\/p>\n<p>Learn more about permissions below.<\/p>\n<h2>How do I become a User?<\/h2>\n<p>Someone you work with is already using Process Street, and they are the one that will instigate your invite.<\/p>\n<p>You&#8217;ll receive an invite in your email inbox, which contains a button which you should click, to &#8220;<em>Join (Name of Organization)<\/em>&#8221;<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-5600\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Accept-invite.png\" alt=\"\" width=\"100%\" \/>First, you&#8217;ll need to accept this invite, then you will receive a second email, asking you to sign into Process Street (if you haven&#8217;t done so already).\u00a0There will be no second email if you have used your Google credentials to sign in.<\/p>\n<h2>Library<\/h2>\n<p>Once you&#8217;re logged into Process Street, you will see a view similar to this &#8211; it&#8217;s your <a href=\"https:\/\/www.process.st\/help\/docs\/library\/\">Library<\/a>.<\/p>\n<p>This is where you&#8217;ll find any folders, workflows or Pages that have been shared with you to view or work on.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-13306\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/ps-library.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h2>Reports<\/h2>\n<p>Your <a href=\"https:\/\/www.process.st\/help\/docs\/reports\/\">Reports<\/a> area\u00a0is where you&#8217;ll find any workflow runs that have been assigned to you or shared with you.<\/p>\n<p>Select &#8220;<strong>Assigned to Me<\/strong>&#8221; from the left side of your screen to take you to the workflow runs you need to view or work on.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-13307\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/ps-assigned-to-me.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h2>My Work<\/h2>\n<p><a href=\"https:\/\/www.process.st\/help\/docs\/my-work\/\">My Work<\/a> is your personal to-do list of tasks, workflow runs, and approvals assigned to you. Bookmark it for easy access: https:\/\/app.process.st\/work<\/p>\n<p>My Work displays a filterable table of everything assigned to you. Use the filter bar at the top to narrow by item type \u2014 tasks, workflow runs, approval tasks, one-off tasks, or acknowledgments. Items due soon appear in the <strong>Upcoming<\/strong> section as you scroll down the page.<\/p>\n<p>Click any item to open it and start filling out the details. Click <strong>Complete Task<\/strong> to finish tasks and move to the next ones.<\/p>\n<h2>What&#8217;s all this new lingo?<\/h2>\n<p>Here&#8217;s a quick 101 to learning some of the words and phrases you&#8217;ll hear while using Process Street.<\/p>\n<ul>\n<li><em><strong>Organization<\/strong>\u00a0<\/em>&#8211; The company, team or business that you&#8217;ve been invited to work in<\/li>\n<li><em><strong>Page<\/strong><\/em> &#8211; <a href=\"https:\/\/www.process.st\/help\/docs\/pages\/\">A Page<\/a> is where you can capture and share your team&#8217;s operational knowledge<\/li>\n<li><em><strong>Workflow<\/strong>\u00a0<\/em>&#8211;\u00a0<a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-template\/\">A workflow<\/a>\u00a0is the master copy or the main blueprint for a process<\/li>\n<li><em><strong>Workflow Run<\/strong>\u00a0<\/em>&#8211; A single,\u00a0<a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-checklist\/\">unique instance<\/a>\u00a0of that workflow or master process<\/li>\n<li><em><strong>Running a workflow &#8211;\u00a0<\/strong><\/em>When a workflow run has been <a href=\"https:\/\/www.process.st\/help\/docs\/running-workflows\/\">created or started<\/a><\/li>\n<li><em><strong>Tasks<\/strong>\u00a0<\/em>&#8211; Individual steps to complete within a workflow run<\/li>\n<li><em><strong>Form fields<\/strong>\u00a0<\/em>&#8211; The places you enter details like words, dates, email addresses or website links into tasks<\/li>\n<li><em><strong>Subtasks<\/strong><\/em>\u00a0&#8211; A sub-set of tasks within a task<\/li>\n<li><em><strong>Assignees<\/strong>\u00a0<\/em>&#8211; The person or people responsible for a workflow run or a task<\/li>\n<li><em><strong>Permission<\/strong>\u00a0<\/em>&#8211; What you&#8217;re allowed to view, and therefore work on<\/li>\n<li><em><strong>Required Fields<\/strong><\/em>\u00a0&#8211; Data you have to complete (mandatory fields) before being allowed to move on to the next task<\/li>\n<li><em><strong>Due date<\/strong><\/em>\u00a0&#8211; The date or deadline a workflow run or task needs to be completed by<\/li>\n<li><em><strong>My Work<\/strong> <\/em>&#8211; Your personal to-do list of all the tasks, workflow runs, and approvals assigned to you<\/li>\n<li><b><i>Reports<\/i><\/b> &#8211; Where you&#8217;ll find all workflow runs that you can create reports from and export<\/li>\n<li><em><strong>Library<\/strong><\/em> &#8211; Where you&#8217;ll find all workflows, pages and folders assigned to you<\/li>\n<\/ul>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/1ms-On17P34\" width=\"100%\" height=\"406\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<p>This is what you might see when you&#8217;re looking at a workflow run. The current task is highlighted in blue on the left of the page and there are form fields to complete in the center for that task.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-13308\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/ps-workflow-task.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h2>What can a User do in Process Street?<\/h2>\n<p>What you can see and do within Process Street depends on what level of permission you&#8217;re granted by an Admin in your organization. Permission can be granted to you on <a href=\"https:\/\/www.process.st\/help\/docs\/pages\/\">Pages<\/a>, folders, workflows, workflow runs, and tasks.<\/p>\n<p>These are the Pages permissions for User:<\/p>\n<p>When you create Pages in any folder to which you have edit access, you have permission to do all the following for those Pages.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-14798\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Screenshot-2023-01-19-at-19.29.15.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>When you create Pages in your Private Library, you can only do the following:<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-14853\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Screenshot-2023-01-23-at-19.00.41.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>And the levels of User permissions for workflows, workflow runs and tasks:<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-14854\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Screenshot-2023-01-23-at-19.16.36.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>If you&#8217;d like to do more than you are currently able to (i.e. change permission level) please contact an administrator in your organization (or the person who invited you into Process Street) for access. You can see who your admin\/s is\/are from your <a href=\"https:\/\/app.process.st\/organizations\/manage\/users\" target=\"_blank\" rel=\"noopener\">users page<\/a>.<\/p>\n<h2>Starting work<\/h2>\n<p>Before you dive into <a href=\"https:\/\/www.process.st\/help\/docs\/my-work\/\">My Work<\/a>, first make sure you have your profile set up and your notifications configured.<\/p>\n<h3>Profile settings<\/h3>\n<p>You can access your <a href=\"https:\/\/app.process.st\/users\/me\/manage\/profile\" target=\"_blank\" rel=\"noopener\">profile settings<\/a> by clicking on the dropdown in the top right corner of your screen. Next, click &#8220;<strong>My Profile<\/strong>&#8221; as shown below.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-13309\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/ps-profile.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>From here you can add a profile picture, change your name, add your role, add another email address, reset your password, add your contact number and\u00a0set your <a href=\"https:\/\/www.process.st\/help\/docs\/time-zones\/\">time zone<\/a>.<\/p>\n<h3>Notification settings<\/h3>\n<p>The next tab to the right of your profile settings is for your personal <a href=\"https:\/\/app.process.st\/users\/me\/manage\/notifications\" target=\"_blank\" rel=\"noopener\">notifications<\/a>. This is where you can choose what you receive <a href=\"https:\/\/www.process.st\/help\/docs\/email-notifications\/\">email notifications<\/a> for.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-10735\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Notifications-tab.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>While you&#8217;re getting started it&#8217;s a good idea to leave all the toggles switched to &#8220;on&#8221; as you can always come back and edit your notifications at a later date.<\/p>\n<h3>Communicating with others<\/h3>\n<p>Now that you have access to tasks and workflow runs assigned to you, you can use the <a href=\"https:\/\/www.process.st\/help\/docs\/comments\/\">comments<\/a> at the bottom of each task to communicate with other users in the same organization.<\/p>\n<p>You can @mention other users in the organization to notify them of your comments, which also sends them an <a href=\"https:\/\/www.process.st\/help\/docs\/email-notifications\/\">email notification<\/a> at the same time. This is also where you can <a href=\"https:\/\/www.process.st\/help\/docs\/comment-attachments\/\">add comment attachments<\/a>.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-11149\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Comments-at-mention-user.png\" alt=\"\" width=\"100%\" \/><\/p>\n<hr \/>\n<h2><\/h2>\n<h2>FAQ<\/h2>\n<p><em><strong>What&#8217;s the difference between a workflow and a workflow run again?<\/strong><\/em><\/p>\n<p>Take a look at <a href=\"https:\/\/www.youtube.com\/watch?v=1ms-On17P34&amp;feature=emb_logo\">this video<\/a> for a quick refresher.<\/p>\n<p><em><strong>Why can&#8217;t I run a workflow?<\/strong><\/em><\/p>\n<p>If you cannot run a workflow, it&#8217;s probably because you don&#8217;t have permission to do this. However, you can run workflows if an admin in your organization sends you a\u00a0<a href=\"https:\/\/www.process.st\/help\/docs\/checklist-run-link\/\">workflow run link<\/a>.<\/p>\n<p><em><strong>Why can&#8217;t I create a new workflow?<\/strong><\/em><\/p>\n<p>For the same reason above, you probably don&#8217;t have permission to start new workflows. Only Builders with editing permission or Admins can do this.<\/p>\n<p><b><i>Where did my completed tasks or workflow run go?<\/i><\/b><\/p>\n<p>Once you have completed tasks or a <a href=\"https:\/\/www.process.st\/help\/docs\/completed-checklists\/\">whole workflow run<\/a>, it will disappear from your <a href=\"https:\/\/www.process.st\/help\/docs\/my-work\/\">My Work<\/a> list. If you need to reactivate a completed workflow run, as your admin to help with this.<\/p>\n<p>If you cannot see your workflow run and would like to reactivate it, please reach out to an admin or a builder with editing access, to do this for you.<\/p>\n<h2>Ready to get started?<\/h2>\n<p>Head straight to your <a href=\"https:\/\/app.process.st\/work\">My Work<\/a> to start working on those workflow runs and tasks!<\/p>\n<h2>Extra resources<\/h2>\n<ul>\n<li>Learn more about the basics of using Process Street in our <a href=\"https:\/\/www.process.st\/help\/docs\/getting-started\/\">Getting Started Guide<\/a><\/li>\n<li>Watch our <a href=\"https:\/\/www.process.st\/help\/docs\/demo-video\/\">demo video<\/a> and browse our <a href=\"https:\/\/www.youtube.com\/channel\/UCzQ7wReQLxZV-NndyXByfwQ\/featured\">YouTube Channel<\/a><\/li>\n<li>Search our <a href=\"https:\/\/www.process.st\/help\/\">Knowledge Base<\/a> for help<\/li>\n<li>Search our <a href=\"https:\/\/www.process.st\/blog\/\">Blog<\/a> for more inspiration and advice<\/li>\n<li>Contact our <a href=\"https:\/\/www.process.st\/help\/docs\/support\/\">Process Pros team<\/a> with any questions you might have<\/li>\n<li>Share this article:\u00a0<a href=\"https:\/\/www.process.st\/help\/docs\/using-process-street-guest-internal\/\">https:\/\/www.process.st\/help\/docs\/using-process-street-free-member\/<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>This article is part of our onboarding program and is aimed towards new Users working in a Process Street organization. If you&#8217;re an administrator inviting new Users, please forward this article to them to help them get started, this one for Builders, or this one for\u00a0Guests.\u00a0 &nbsp; If you&#8217;ve been invited to work in a [&hellip;]<\/p>\n","protected":false},"author":11,"template":"","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Settings","footnotes":""},"ht_kb_category":[166,205],"ht_kb_tag":[382,425],"class_list":["post-6201","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-getting-started","ht_kb_category-users","ht_kb_tag-guest","ht_kb_tag-pages"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/6201","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/users\/11"}],"version-history":[{"count":4,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/6201\/revisions"}],"predecessor-version":[{"id":9990,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/6201\/revisions\/9990"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=6201"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=6201"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=6201"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}