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Share process models

Share a process model with specific members or make its published version available to a wider audience. You can also assign editors who maintain the model with you.

Prerequisites

  • You have the required permissions (see above)
  • A process model is open (Create process models)
  • For viewer invitations, links, or visibility changes, the published version is open

Invite members to view

The person must already be a member of your Klarify organization. To add a member first, see Invite employees to Klarify.

  1. Open the published process model and click the share icon in the header. Its tooltip reads Invite collaborators.
  2. In the Share panel, set the permission beside Share with members of your organization to Can view.
  3. Search for the member by name or email, then select them.

The member appears in the collaborator list with Can view access. The change takes effect immediately.

Assign editors

Editors can update the process model as well as view it. How you assign them depends on whether you are viewing a draft or a published version.

Assign an editor to a draft

  1. Open the draft and click the Editors icon in the header.
  2. In Invite members to edit, search for the member by name or email.
  3. Select the member.

The member appears in the Editors list immediately.

Assign an editor to a published process model

  1. Open the published process model and click the share icon in the header.
  2. Set the permission beside Share with members of your organization to Can edit.
  3. Search for the member by name or email, then select them.

Global Editors automatically have edit access to all process models and do not need to be invited individually.

Choose who can view a published process model

Open the published process model, click the share icon, and select the current visibility setting near the top of the Share panel:

  • Private — Only owners, performers, and collaborators can view.
  • My organization — All employees on Klarify can view.
  • Public — Anyone on the internet with the link can view anonymously.

The visibility changes as soon as you select an option. The Share panel also lists owners and task performers who receive view access automatically through their assignments.

  1. Open the published process model and click the share icon.
  2. Click Copy beside the document URL.
  3. Send the link to the intended viewer.

Click Show QR code if you want someone to open the process model by scanning a code instead. The selected visibility and any direct invitations still determine who can open the link.

Change or remove direct access

  1. Open the published process model and click the share icon.
  2. Find the member in the collaborator list.
  3. Open their permission menu and select Can view, Can edit, or Remove.

Access inherited through ownership, task performer assignments, or Global Editor access remains in effect even if you remove the member as a direct collaborator.