Make a Step Form Public

How to make a Step publicly available to anyone with the link

Making a Step public gives your organization the ability to capture information such as incidents or requests from anyone -- regardless of whether they have log-in access to the Risk Cloud platform.

Creating the Link

To allow public access to a Step, right click the Step and click the Edit Step Settings menu option. Go to the Public Access tab option and click the + New Token option.

Obtaining the Link

Once the unique token is generated, the link will now be available in the table below. Use the Copy icon to copy the link to your clipboard. Note: When testing the link while logged in to Risk Cloud, open the link in Incognito Mode of a browser to ensure you do not log out your current session of Risk Cloud.

Using the Link

When viewing this public page, you will not be required to log in to Risk Cloud. Instead, you will see a simplified version of Risk Cloud without all of the navigation menu options and where you can only submit data on that single form that you made public. These public links can then be posted on your company's intranet or public website to allow access to the appropriate users. An example of a public page is as follows: