Process Portal
Share read-only, published processes with the rest of your organization: browse the catalog, open models, read documentation, and export documents.
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Setting Up the Portal
Process Architecture Process Architecture Available with a Process Architecture seat or higher. Only seats on this plan or a higher one can use this feature. Compare plans Available with a Process Architecture seat or higher
The portal shows what you publish, so setting it up is about three things: preparing the content, running processes through review, and sharing the result with the people who need to read it.
Prepare, Publish, Share
- Complete your processes: fill in the documentation and assign roles so every section has real content.
- Publish: run your governance workflow (Draft, Under Review, Approved) and publish the process. Only published processes appear in the portal.
- Give viewers access: add the people who should read the processes as Portal Viewer users. A viewer signs in to ProcessMind and sees the published model and documentation in read-only form.
Portal viewers are free and never count against paid seats: every Process Architecture and Process Intelligence seat includes 10, and extra packs of 100 can be added (rates on the pricing page). To add or manage the people who can open published processes, see Viewer Users.
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