By default, both pages and chapters within a guide are accessible to all users who have access to that guide. However, you can assign higher or lower permission levels to specific chapters or pages to enhance security and customization, overriding the default settings established at the parent guide level.
This flexibility allows you to tailor access according to your organization's needs, ensuring that sensitive information remains secure while providing necessary visibility to authorized users.
You can share Guides and Pages with internal users only as long as they have the Guide permission enabled in their permission profile.
Note
Depending on your CX User Community package, you can share with and give specific users, user groups, and permission profiles Viewer or Editor rights when you're on the Advanced or Enterprise plan.
There is a limit of 30 specific users to be selected to share. If you want to share with more than 30 users, you must create a group and add all the needed users. Groups are available with Advanced and Enterprise plans.
How to Share a Chapter
- Navigate to your Guide > Select the Chapter you want to share.
- Click the Edit Guide button.
- Hover over the chapter you want to share in the left sidebar, click, and click Share.
- Open the dropdown at the top of the access screen and select one of the following options.
- Restricted
- All users
- Public
- Search for the user, user group, or permission profile you want to share the chapter and click their name to add it.
- Open the dropdown next to a user, user group, or permission profile and grant them the Viewer or Editor permission.
- (Optional) Please repeat steps 5-6 as often as you can share the guide with other users, user groups, and permission profiles.
- Click Save changes.
Note
The permissions you can set on a chapter level can only be more restrictive than the permissions of the guide the chapter belongs to. For example, if your guide is Restricted, the chapters that belong to this guide can't be set to All users or Public.
How to Share a Page
- Open the guide to find the page you want to share.
- Click the Edit Guide button.
- Ensure you are on the Page tab and select located in the bottom right.
- Open the dropdown at the top of the access screen and select one of the following options.
- Restricted
- All users
- Public
- Search for the user, user group, or permission profile you want to share on the page and click their name to add it.
- Open the dropdown next to a user, user group, or permission profile and grant them the Viewer or Editor permission.
- (Optional) Please repeat steps 5-6 as often as you can share the Guide with other users, user groups, and permission profiles.
- Click Save Changes.
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