Process Portal

Welcome to Our Documentation Center

Guides, resources, and references to help you become an expert. ProcessMind helps you turn messy workflows into smooth, efficient operations. From your first model to organization-wide process intelligence, this documentation gives you the steps, tips, and answers you need.

New here? Pick your track: Process Foundation to document and standardize, Process Architecture to connect and govern, or Process Intelligence to analyze and optimize with data.

The Process Portal gives the rest of your organization a clean, read-only view of your published processes. Viewers browse the catalog, open models, and read documentation without modeling permissions or a paid seat. Every guide here requires a Process Architecture seat or higher.

What You’ll Learn

• Process Portal Views: the catalog, process, and documentation views viewers get.
• Setting Up the Portal: prepare content, publish processes, and share read-only links.
• Viewer Users: who viewers are, how many you get per seat, and how to manage them.

Where to Start

• Sharing your first process: Setting Up the Portal takes you from draft to a published process your viewers can open.
• Knowing what viewers see: Process Portal Views walks through all three views.
• Managing viewer access: Viewer Users covers accounts and seats.

The portal only shows what you publish: governance and publishing covers review and approval, and process documentation covers the content viewers read.

Frequently asked questions