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Sharing a Live Handbook

Share with a specific audience, let anyone who knows the link see it, or both.

Written by Tom O'Dea

You can share your handbook or document with your audience (employees, staff, members, etc.) in a few different ways.

To decide how to set up your sharing, ask yourself:

Are any of these a project requirement?

Yes - set up a private audience

Your document will be shared privately. People will need to sign in to view it.

Who these people are is called a document's "Audience" - a list of people who have permission to access it.

To get here, click the Share button on your home page or Document Library next to the appropriate document. This opens the Document Sharing panel, which has two sides:

  • Collaborators (administrator access) on the left

  • Audience Members (employees, etc.) on the right

Switch to the Audience Members tab.

Because most employee handbooks are shared with your entire organization, the most common Audience is "Everyone at {{your organization}}" - the default setting. You just tell Blissbook who is in your organization, and Blissbook will use that list as your Audience. Any changes to that list carry down to every document using "Everyone at {{your organization}}" as its Audience.

You can also click the Add a Person or a Group link within the Audience settings to add someone directly to a document's Audience.

If a document shouldn't go to your entire organization, add individual people (by email) or groups instead. Once you've added at least one, you can turn OFF "Everyone at {{your organization}}". Note: Add the individual or group first - you need at least one person in the list before you can toggle org-sharing to OFF.

If a document is unlaunched (in draft), set its Audience from the launch Checklist - hover over the document, click the gray Open Checklist button, and look for the "Define Your Audience" task.

No - use a public link

Your document can be shared publicly - anyone who knows the link can view it without logging in. It's accessible from anywhere, on any device, 24/7.

View the link by choosing Links from the document's menu.

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