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.
Viewers are free on every plan, so sharing a published process never uses a modeling seat. To add or manage the people who can open published processes, see Viewer Users.