1. Implementing and Using Journeys
  2. Allow External Users to Access Guided Journeys

Allow External Users to Access Guided Journeys

You can enable external users to access guided journeys on Redwood pages by enabling the option when you create a new journey.

Consider these use cases:
  • An anonymous user or a user who doesn't have a user account in the system can access these flows of the Procurement product:
    • External Supplier Registration: A new supplier is registering for the first time with your organization. For example, a salesperson from Vision Technologies registers with your organization to supply laptops. As part of the registration process, you can provide guidance to the external salesperson using Guided Journeys.
    • Negotiation Abstracts: The negotiation summaries, such as RFQs and Auctions are uploaded on your organization's website for potential suppliers to assess for future business. As part of the process, you can provide guidance to the external suppliers interested in doing business with you using Guided Journeys.
  • You can share the supplier code of conduct and company policies with suppliers that you conduct business with. These are large documents that the suppliers need to review. You can share guidance and documents with external suppliers using Guided Journeys.
  • You can provide detailed instructions to suppliers. These instructions can be about what to do or not to do for specific transactions or task flows. You can also share FAQ documents with suppliers to minimize support cost. The Supplier Portal has many different task flows that span across purchasing, invoicing, receiving, and so on. Each flow can have its own documents loaded to help answer questions from suppliers.

Points to Consider

  • The default option to classify the guided journey will be Internal, and such guided journeys tasks will be rendered only for internal users with a person record.
  • If you want the guided journeys tasks to be made available to anonymous or supplier users, then mark the guided journey as External.
  • Only these task types are supported for External guided journeys:
    • Manual Task
    • External URL
    • Video