Updating the permissions/security level for your uploaded documents is a simple and effective way to decide who will have access to the content you upload onto your platform.
>>> This article is for Researchers and Insights Experts.
To update your document permission(s):
- Go to your document
- Click on the Information Icon in the top right corner of the document window
The document information panel will open on the right side of your screen.
- Scroll to the “Access Permission” section
You will be able to update the owners, the editors, the promotors, and the viewers of your document.
All Employees: |
The entire user community to be able to see your research |
Specific Promoter Groups: |
One or more groups will be able to view our video and can promote it on your platform’s homepage |
Specific Viewers |
Your research will be shared with a specific group e.g. Marketing or Insights |
- Select users or groups from the dropdown menu under each header
- Click on the Information Icon in the top right corner of the document window to close the information panel
Your updates will be immediately applied to your document.