How to Update Document Permissions

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): 

  1. Go to your document

  2. Click on the Information icon Screenshot 2024-09-02 at 12.01.19.png in the top right corner of the document window.

    Info panel - document view.png
    The document Information panel will open on the right side of your screen.

  3. Scroll to the “Access Permission” section
    You will be able to update the owners, the editors, the promotors, and the viewers of your document.

  4. Click anywhere in the necessary field

  5. Start typing in a username, email, or user group

  6. Select users or groups from the dropdown menu

  7. Click “Done“ in the top right corner of the Information panel.

Your updates will be immediately applied to your document.

 
 

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