Policy Sharing

Access to a policy is governed by two separate roles:

1. Teammate 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:

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.

The following roles are available on a policy:

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.

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 it below 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.

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:

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.