Overview
There are two different ways to share a policy in Blissbook, and they serve different purposes:
Sharing with collaborators: Give teammates (or people outside your organization) admin access to a policy so they can help maintain it.
Inherits your "Team" as the collaborators on the base Blissbook plan.
Fully customizable on the Blissbook PRO plan.
Sharing with an audience: Distribute a policy to the audience members (employees) who need to read it.
This article covers both.
Opening the Share Panel
There are two ways to open the share menu in the Policy Library:
From the Policy Library: Select (or multi-select) policies, then click Share. The panel applies to all policies you've selected.
From an individual policy: Click the Share button at the top of the opened policy card.
Both paths open the same panel, which has two sides:
Collaborators (Admin access) on the left side.
Audience Members (Employees, etc.) on the right side, which controls how the policy is distributed to your audience.
Collaborator Sharing
Collaborator access to a policy is governed by two separate roles:
1. Team Role
The role/access the person has as a Teammate:
2. Policy Role
The role/access the person has been granted directly in a policy's sharing (PRO only):
If someone has a role on both the team and the policy, the greater level of access will apply.
Only customers on a Blissbook PRO plan have the ability to grant policy-specific access with a role on a policy. If you are not on a PRO plan, policy access is governed by teammate roles.
Policy Roles
The following roles are available on a policy:
Full Access: Publish, edit, suggest, comment, archive, delete, assign property values, edit audience, and edit collaborators.
Publisher: Publish, edit, suggest, comment, assign property values, and edit audience.
Editor: Edit, suggest, comment, and assign property values.
Commenter: Suggest and comment.
Viewer: View only.
The share modal will always list you at the top and show you your access level. The people-crown icon ( 
) indicates that your access level on the policy is inherited from your teammate role:
To lower someone's access level on a policy to something less than the access level granted by their teammate role, you must first toggle the "Teammates at [orgName]" setting to OFF:
You can now re-add anyone from the team and they'll have the access level granted by the policy role you choose.
Adding Collaborators
You can add anyone you'd like to a policy, whether they're within or outside of your organization. Choose the role you'd like the person to have, then type their name or email address:
If Blissbook finds an existing user record that matches what you type, the auto-complete will show an option to add that person. Just click them and they'll be added. If you didn't have the role right, just edit below after they're added to adjust.
If Blissbook does not find a match, or you just want to add someone new, click the Add box, complete the form, then click the Add [First Name] button.
Notification
Blissbook does not currently send a notification email out, so you'll need to use the Copy Link button in the bottom right corner to share a link to the policy with whomever you add:
What Do Others See?
After you add someone as a collaborator on one or more policies, when they log in to Blissbook they'll see the Policy Library and only the policies they have access to.
Audience Member Sharing
On the Audience Member side of the panel, you can see and control:
Documents: Every document the policy is embedded in, if any. Learn more about embedding a policy in a document.
Direct Distribution: A toggle for the policy's standalone view link (how a policy is distributed on its own, outside of any document).
You don't have to use both. A policy can be embedded in documents, distributed directly, or both.
Limiting Access with Filters
Directly distributed policies require the viewer to first log in to your organization before they can view the policy. The ability to log in to your organization is restricted to those who appear on the Employees view on your People page.
If a policy needs to be restricted to a subset of those people — for example, only people in a specific location or department — you can add filters on the audience side of the share panel under "Limit Access". See personalized content for the full details on how filters work.
Notes on Direct Distribution Access
The only way to access a directly distributed policy is via it's standalone link. They cannot currently be distributed via Blissbook's email system.
The branding of Direct Distribution policy pages can be edited in the Viewing Experience menu:
The branding settings here govern how your policy appears to audience members:
