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Managing user permissions for your Shared Profile
Managing user permissions for your Shared Profile

Learn how to assign individual user permissions for Shared Profile users and what permissions can be assigned.

Lisa Baldacchino avatar
Written by Lisa Baldacchino
Updated over a week ago

How do I assign granular user permissions for Shared Profile users?

  1. Select Settings from the left-hand navigation panel.

  2. Ensure you are looking at the Users tab.

  3. Select the Edit pencil for existing users.

  4. If you are inviting a new user, select Invite user.


This will bring up the Set permissions screen. Within the Shared Profile selection you have several options:

  1. Can view this organization's Shared profile
    This defaults to enabled if you have selected the Enable Shared Profile box above.

  2. Can invite and grant access to the Shared Profile
    This allows the user to review and approve or deny requests for access to your company's Shared Profile.

  3. Can update shared questionnaires and documents, and publish the Shared Profile
    This allows the user to edit what is available on the Shared Profile as well as the overall state of the Shared Profile.

Note that Content Library permissions are linked to Shared Profile permissions; in order to grant users permissions to the Shared Profile, they must also have access to the Content Library.

Click on Apply changes when you are happy with the user permissions and you are all done.

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