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Sharing a Live Handbook
Sharing a Live Handbook

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

Tom O'Dea avatar
Written by Tom O'Dea
Updated over a week ago

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?

If the answer to any of these questions is YES, your document will have a specific/private audience

Your handbook/document will be shared privately, and people will need to sign in to view it.

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

To get here, click the Share button on your HOME page or DOCUMENT LIBRARY next to the appropriate document, then click the AUDIENCE MEMBERS tab.

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

Because most employee handbooks are shared with your entire organization, the most common Audience for a document in Blissbook is "Everyone at {{your organization}}". This is the default setting. You just tell Blissbook who is in your organization, and then Blissbook will use that list as your Audience. Any time you make a change to that list, that change carries down to any documents that have "Everyone at {{your organization}}" as its Audience.

Additionally, you can click the "Add a Person or a Group" link within the Audience settings to add a person or group directly to the Audience of a document.

If a document should NOT be shared with everyone at your organization, that's ok too. You have the ability to add individual people (via email address) or groups (defined in your employee list) to an Audience. Once you add at least one individual or group, you may turn OFF "Everyone at {{your organization}}". This will set the Audience to only the individuals or groups that you've defined. Note: You need to add the individual/group first in order to toggle org-sharing to OFF.

If the answer to any of those above questions is NO

Your handbook/document can be shared "publicly". This means anyone who knows the link will be able to view it. They won't be asked to log in. The handbook/document will be a website anyone can go to from anywhere, on any device, 24/7.

You can view the link by choosing Links from the handbook/document's menu:

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