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 in the top right corner of the document window

The document information panel will open on the right side of your screen.

  1. 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

 

  1. Select users or groups from the dropdown menu under each header
  2. 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.

 

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