How to Select a Security Level/Permissions for a Project

Setting a security level for your project helps you to protect sensitive information by ensuring that only the specific groups and users that you select will be able to view your project’s content. 

>>> This article is for Researchers and Insights Experts.

This article is about captured / uploaded projects.

To define the permissions for your project: 

  1. Go to your project
  2. Fill out all the Project Overview information
  3. Upload all project documents
  4. Click on “Publish” or “Republish” in the top right corner of the project view

A new window will pop up.

  1. Add or edit the project description, if needed  
  2. Click on “Next” in the bottom right corner of the window

The next screen will ask you to choose who will be able to view your project – this is where you define permissions for your project. 

  1. Choose “Everyone” if you want your entire user community to be able to see your research
  2. Select “Specific Promotor Group” if you want an internal expert to promote your content on the homepage of your platform
  3. Choose “Specific Viewers” if you want to publish your project to a specific audience
  4. Click on “Next” in the bottom right corner of the window

On the next screen, you will select the viewers and promoters (if applicable) from a dropdown.  

  1. Select your audience from the dropdown – you can select one or more individual users, or you can choose a group
  2. Click on “Publish” in the bottom right corner of the window once you have selected your audience.

Another window will pop up prompting you to share your research with other users.

  1. Enter a message, if desired
  2. Select the users to notify about your published research
  3. Click “Share”

The selected users will receive an automatic notification about your published research. They will also be able to view your research in Search.

Alternatively, you can or copy the link to share via another communication channel, e.g. Slack or Teams.


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Insider Tips: 

  • “Viewers” are people who will be able to see your project in Search. They do not have the ability to edit your project.
  • “Promoters” are people who can advertise and promote your project to the wider user community.
  • You can update the security level by republishing your project and publishing to a new audience


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