Business partners’ permissions
In Pyrus, you can invite not only your colleagues, but also business partners from other organizations. For these outside users to be able to participate in your processes in Pyrus, your business partner can open their roles, and/or employees for your organization.
More about working with business partners
Your business partner’s users and roles will see only those tasks you have added them to, and only those lists, forms, and libraries they have access to. To give them more access in form tasks, give them process manager or process part manager rights.
They will not have access to your Orgstructure, Analytics, general organizational announcements, and forms. They will only be able to read articles in your Knowledge Base that are opened to everyone.
Rights of opened users/roles in your processes
A non-form task member
Can see the other participants in a task they have been added to personally, or as part of a role, as well as their comments and attachments on the task page. Can leave comments and attach files to the task. Can add users of your organization and business partners opened to it that they have tasks in common with, or any employees of their organization. Can assign a task only to those users of your organization and business partners opened to it that they have tasks in common with in your organization.
A task list member
Can see all tasks included in the list available to them and that list’s sublists. Can add users from your organization and business partners opened to it that they have tasks in common with, as well as any employees of their organization, to the task.
A form member
Can create form requests. Can see only requests they have been added to, either directly, or as part of a role they filled in themself. Can add users from your organization and business partners opened to it that they have tasks in common with, as well as any employees from their own organization, to a task. Can assign a task only to those users of your organization and business partners opened to it that they have tasks in common with in your organization.
A role member
Can assign a task to a specific user from their role, only if they are personally participating in a task with that user.
A workflow form member
Can see all tasks available to them in accordance with the workflow. Can create new requests from that form. Being a routing form participant does not provide enough rights for employees from outside organizations to be able to add each other to your tasks. They can do this only if they have tasks in common in your organization, and they are both opened to it as business partners.
A manager with restricted access to a form Can see requests they are participants of, or those to which they have access in accordance with the routing. Can create form requests. Can assign a task only to those users of your organization and business partners opened to it that they have tasks in common with in your organization.
A manager in a form
Can see all form requests and can create tasks from it. Can assign a task only to those users of your organization and business partners opened to it that they have tasks in common with in your organization.
A guest in a form
Can see requests they are participants in, or those or those to which they have access in accordance with the routing. Can create form requests. Can see only the outside correspondence with the client on the request page via email, Telegram, and other channels.
Business partner limitations
An opened business partner in your organization cannot:
- add employees from third party organizations, including their own business partners, if they are not your business partners;
- create their own form templates, catalogs, and lists;
- administer forms, lists, and catalogs;
- add employees of your organization to tasks that they have no tasks in common with.
In their own organization, your business partner can grant access to their forms, lists, and catalogs to those of your employees that are opened to them.