Bring outsiders into one run — without giving them an account

Vendors, clients, contractors, and auditors often need to do just one thing in a workflow. Add them as a guest with only a name, share a private link, and they get straight to work — no signup, no password, and access to nothing but that single run.

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Add guest to run Vendor Onboarding
Name for guest Maria Delgado · ACME Logistics
Manifestly creates a private link
app.manifest.ly/guests/8f3a…c1d9 Copy
No email required · no password · scoped to this run only

Don't provision a seat for a one-off collaborator

Creating full accounts for an external contractor, a client, or an auditor is heavy, slow, and hard to clean up afterward. Guest Users let outsiders take part in exactly one run and nothing more — then vanish the moment you remove them.

Full accounts for outsiders
  • Invitations, passwords, and email confirmation to chase
  • A billable seat for someone who does one task
  • Left-behind logins to remember to deactivate
Guest Users
  • Add a name, share a link — they're in
  • Guests take a limited role, never a full seat
  • Remove the guest and the link stops working

From outsider to contributor in three steps

1

Add a guest to the run

Open a started run, click Add guest, and type a name so you can tell them apart. That's the whole form — no email address, no invitation to accept.

2

Share their private link

Manifestly generates a unique link for that guest. Copy it and send it however you already talk to them — chat, your own email, a ticket. Manifestly never emails your guests.

3

They work the run

The guest opens the link to a clean page showing only their run. They complete assigned steps and leave comments — and see nothing else in your account.

No account. No password. Just a link.

A guest is anonymous by design — there's no signup step and no credentials to manage. Because guests never have a real email address on file, Manifestly won't send them anything: the private link is the one and only way in, and you control how it's shared.

  • Add a guest with just a display name — no email address needed.
  • The link opens a focused page with only their run — no dashboard, no other runs, no team.
  • Manifestly suppresses all email to guests, so nothing leaks to an inbox you don't control.
Sign out
MD
Vendor Onboarding
Working as Maria Delgado (guest)
Review the service agreement
Upload your insurance certificate Your step
Confirm banking details

Scoped to exactly one run

Every guest is tied to a single run and given a limited role — the narrowest access Manifestly offers. They can move their own work forward, but the rest of your account simply isn't there for them: no other runs, no workflow library, no people, no settings.

  • One guest, one run — a fresh link for each run you want them in.
  • Guests always take a limited role and can never manage users or account settings.
  • They appear as participants on the run so your team always knows who's who.
Internal member sees
Every run
Workflow library
Teammates & roles
Reports & settings
Guest sees
This one run
Other runs
Workflow library
Teammates & settings

They pull their weight on the run

Within their run, a guest is a real participant. Assign steps to them like anyone else, and watch their progress land right alongside your team's. Everything they do is captured in the run's activity, so the record stays complete no matter who did the work.

  • Assign specific steps to a guest and see them complete their tasks in real time.
  • Guests can comment on steps to ask questions and share context with your team.
  • Their actions show up in the run's activity feed for a clean, auditable trail.
Vendor Onboarding — run in progress3 participants
Send welcome packet JL
Upload insurance certificate MD
Approve vendor for payment PS
Activity: “Maria Delgado (guest) completed ‘Upload insurance certificate’.”

Open the door on your terms — close it just as fast

Guest access is something you hand out deliberately and take back cleanly. Only your own people can create guests, guests can only ever be limited participants, and pulling a guest off a run cuts their access immediately.

  • Only internal members — admins and full users — can add a guest to a run.
  • Guests are always limited-role and can't be promoted into account access.
  • Remove a guest from the run and their link is deactivated on the spot.
  • No real email is ever on file, and Manifestly blocks all mail to guests.
Maria Delgado guest · limited
On: Vendor Onboarding run
Private link active shareable
Remove from run → link stops working

Who teams bring in as guests

Vendors & contractors

Onboard a supplier or bring in a contractor for a project.

They upload documents and mark their steps done — without a login to manage afterward.

Clients & customers

Walk a new client through an onboarding or intake run.

Send one link and they complete their part alongside your team, seeing only their project.

Auditors & reviewers

Give an outside auditor or reviewer eyes on a single process run.

They sign off on their steps and comment, with zero visibility into the rest of your account.

Guest Users, answered

No. A guest is added with just a name and reaches their run through a private link — there's no signup, no password, and nothing for them to confirm.

When you add a guest to a run, Manifestly generates a unique link for them. You copy it and share it however you like — chat, your own email, or a ticket. Manifestly never emails guests directly, so you stay in control of how the link is distributed.

A guest sees only the single run you added them to. They can work through their assigned steps and comment on steps, but they can't see other runs, your workflow library, your team, or any account settings. Guests always have a limited role.

Each guest is tied to a single run. If you need the same person on another run, add them as a guest there too and share that run's link.

Internal members of the account — admins and full users — can add guests to a run. Guests themselves can never create other guests or gain broader access.

Remove the guest from the run. Their private link is deactivated immediately, so they can no longer open the run.

Other Features

Governance & security

Govern, secure & prove it

SSO, granular permissions, and a complete audit trail — the controls enterprise teams need to run their work and prove how it was done.

Departments & Locations

Use departments to organize teams and workflows, as well as maintain security by keeping runs and activity private from your whole organization.

Permissions

Control access and abilities in the system using user permission roles. Admins, Users, and Limited Users all have different rights levels.

SAML SSO

Set up SAML SSO to control access to your Manifestly account. Manifestly supports Okta, Azure AD, Auth0, OneLogin, and Google SSO.

Guest Users

Invite external users to participate in workflows without requiring full accounts. Maintain security while allowing seamless collaboration.

Custom Branding

Create a branded environment by customizing your workspace with a company-specific logo. The logo appears in emails, guest run pages, and login pages.

Initiator Role

Automatically assign steps in the workflow to the person creating the new run with the Initiator Role, simplifying the setup and execution of recurring tasks.

Audit Trail

Every action — who did what, entered which data, and when — is captured in a searchable, permanent activity log, so you can prove exactly how work was run.

API & Webhooks

Full read/write access over the Manifestly v2 REST API plus webhooks, so Manifestly fits into your existing systems, provisioning, and reporting.
Design your process

Workflow Customization

Shape exactly how each workflow behaves — logic, data, timing, and documentation.

Workflow Versioning

Make changes and collaborate on workflow improvements in a private Draft, keep a stable Published version for your team, and maintain a full version history with restore.

Conditional Logic

Customize your workflows to conditionally hide or display workflow sections and steps based on data collection or the completion of a different step or section in the workflow.

Workflow Approvals

Add a required sign-off to any workflow step so work gets reviewed before it moves forward. Assign the person who owns the decision, hold the steps behind it until they approve or reject, and keep every decision on the record.

Relative Due Dates

Set expectations for when tasks are due and send notifications to users. Due dates are also utilized in our calendar integration.

Business Calendars

Attach a holiday calendar to a workflow to keep due dates and reminders off weekends and holidays. When a date lands on a day off, snap it to the next or previous business day — and move or skip recurring runs that fall on one.

Data Collection

Add data collection fields to your workflows. Users can enter data, choose from a list, upload images and files, and even collect signatures.

Data Tables

Keep reusable reference data in a shared table and pull it into your workflows. Choose a row in a run and Manifestly auto-fills the rest of that row into your other fields. An Enterprise feature.

Embed Links, Videos, and Images

Customize your workflow steps to add videos, images, and links to supporting documents to make them not only a list of what to do, but also a document of how a process should be done.

Workflow Automations

Set up one workflow to automatically create and assign another workflow when a specific step is completed in the original workflow.

Send a Customized Email on Step Completion

Customize an email to be sent when a step in your workflow is completed, providing real-time updates to the team.

Set Due Dates for Steps Based on Date Data Collection Fields

Use step data collection to drive due dates in your workflows, ensuring that deadlines are accurate and meaningful.

Subtasks

Define lightweight subtasks within a step to help your team follow a step-by-step process for completing a task.

QuickLists for Ad Hoc Tasks

Create lightweight, ad hoc task lists for one-off to-do items or collaborative team lists that don't require recurring workflows.

Organize with Tags

Keep your workflows and runs organized by using tags. Tags act as flexible folders to easily filter and find your tasks in Manifestly. Set up tags to track work by client, property, type of work, and more.

Manage your Standard Operating Procedures - SOPs

Create, edit, and publish your standard operating procedures. Keep your documentation updated and ensure everyone is using the most recently updated process documentation.

Send a Customized SMS Message on Step Completion

Customize an SMS message to be sent when a step in your workflow is completed, providing real-time updates to any phone number.
Delegate & automate

Assign and Automate

Get the right work to the right people, on schedule — automatically.

Schedule Recurring Runs

Schedule daily, weekly, or quarterly workflow runs to ensure recurring tasks are completed on time. Receive notifications on run activity, such as when a run has started.

Role-Based Assignments

Assign steps in your workflows to a role and then assign people to a role on a run-by-run basis, giving you more control over recurring assignments.

Automations with Zapier

Connect with 1,000+ apps using our Zapier app to automate data and workflow connections across platforms, ensuring seamless integration.

Import Runs

Import 200 workflow runs at a time using our spreadsheet importer. Set custom start and due dates, assign participants, add tags, Slack channels, and more.

Initiator Role

Automatically assign steps in the workflow to the person creating the new run using the Initiator Role, streamlining role-based task delegation.

Display Assignments in a Calendar

Visualize and manage your tasks within a calendar to plan ahead effectively and stay organized.
Stay on top of it

Track Progress and Reporting

See what's done, what's late, and what's coming — across every run.

Calendar Integration

Manifestly integrates with both Microsoft Outlook and Google Calendar so you can view your assignments and upcoming runs within your regular calendar.

Bird's-eye View of Tasks

Track task progress and work on multiple runs all on one summary page that highlights assignments, late runs, and late tasks.

Customizable Dashboards

Customize your dashboard using as many dashboard "widgets" as you want to show exactly what you need to stay on top of for your organization's recurring tasks in Manifestly.

Reminders

Set up reminders on workflows or runs. Reminders can ensure your team does not miss deadlines in their assignments.

Reporting & Data Exports

View real-time reports of exactly what steps are done and what are left, with summary views across runs. Our data export feature gives you all the detailed data from your runs in a format easily imported into a spreadsheet or business intelligence tool.

Inbox

A single inbox page that consolidates your assignments, runs, and tasks. This unified view helps you stay organized, reduces the need to jump between screens, and makes it simpler to prioritize and manage your workload.
Collaborate & audit

Communicate

Keep the conversation — and a permanent record of who did what, and when — in one place.

Comments & Mentions

Collaborate with your team within a run without relying on emails or other communication methods. You can also add Manifestly directly to Slack.

Searchable Account Activity Logs

Every action taken — who completed a task, entered data, started and finished a run, and more — is stored in the cloud, forever, making it easy to audit who did what and when on previous runs and tasks.

Bulk Send of Reminders

With one click you can send out reminders to everyone working on a list of runs to help ensure your team completes tasks on time.

Trusted by organizations big and small for their recurring workflows

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Collaborate with External Guest Users

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