As a stakeholder or administrator, you can set a process or value stream as private by selecting the private option from the edit Information screen. The process/value stream will remain private, even after it is published.
Quick Steps
Open a process or value stream
Click on the Edit Information button at the top
On the properties tab, select private from the access options
What happens if a Process is set as Private
Only users listed in the Stakeholders section have access, regardless of the status of the process/value stream.
To access a private process, the owner can be contacted to provide access.
It is only visible in the process summary of administrators and stakeholders linked to the process.
Administrators can see private processes on their summary screen but will only be able to access them if they are a stakeholder.
The process cannot be linked to any other processes.
Users cannot share the process.
The process cannot be printed.
Private processes cannot be exported.
No feedback can be added to a private process, because only the stakeholders have access to it.
A private process is not searchable and will not display in the directory.
Private processes cannot be selected for bulk changes.
When a private process is published, notifications will only be sent to the stakeholders and NOT to users linked to the activities.
Private processes are not included in any reports.
Private processes are excluded from the process limit count.
If a private process was returned to being public and the process limit has been reached, a public process would need to be deleted to make space for the private process to become public.