To configure 3rd Party Viewing of Layouts
Setup the user and the role...
Top menu --> Users --> Staff roles --> + Add a guest role
Role: Custom Layout User
Press OK
Top menu --> Users --> Staff users --> + Add a staff user
Press + Custom Layout User
First Name: Subscriber Name (Acme)
Last Name: Custom Layout
Username: acmecustomlayout
Make sure there are no spaces in the username.
Select Manual password
Leave the Password as it is
Logon: Enabled
Press Finish
To configure each process...
Top menu --> Setup --> <target process> --> Template tab --> Security
Add a role or group: Custom Layout User
Set the "Custom Layout User" to "Start only, hide all"
Press OK
Verify the setup...
Top menu --> Setup --> <target process> --> Template tab --> Guest user logon + start links
The new acmecustomlayout user should show in the table
To share a specfic layout...
Got the Set Menu for the process and click on the layout you want to be able to share.
Enable Quick Share from Settings.
There are two quick share options, internal and external. Internal quick share is to be used for users. External quick share is to be used for non-users. When you check external, you'll need to select a guest user and select Not hidden for the Security. Sharing layouts externally will allow whoever to access the layout, its information, and be able to save and print it.
Enabling Quick Share will be shown in Share.
Enabling Quick Share will also allow layout sharing from the mobile app. Below are screenshots that detail the sequence to share a layout.
