Setting a security level for your Desk Research helps you to protect sensitive information by ensuring that only the specific groups and users that you select will be able to view your Desk Research’s content.
>>> This article is for Researchers and Insights Experts.
To define the permissions for your Desk Research:
- Go to your Desk Research
- Upload all Desk Research documents
- Click “Publish” in the top right corner of the Desk Research view
A new window will pop up where you can classify your Desk Research and add a thumbnail image that will be visible in Search.
- Click on the round plus sign to upload a thumbnail image
- Select values from the different dropdowns to tag your Desk Research – tagging helps your colleagues to find your Desk Research in Search
- Click “Next”
The next screen will ask you to choose who will be able to view your Desk Research – this is where you define permissions for your Desk Research. You will have three selection options.
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Everyone: |
The entire user community to be able to see your research |
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Add specific user(s): |
A limited number of users should see the content |
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Select a user group: |
Your research will be shared with a specific group e.g. Marketing or Insights |
- Select the option that fits your security needs
- If you selected to publish to specific user(s) or user group(s), select them from the dropdown
- Add a subject and message, if desired
- Click “Publish”
Your Desk Research will be automatically published and visible to the users you selected. They will also be able to view your research in Search. If you opted to send a message that your Desk Research has been published, the selected users will receive an automatic notification.
Insider Tip:
- You can update the security level by republishing your Desk Research and publishing to a new audience