Overview

Team Members can share published profiles from the Active tab of Profile Center and the Profile tab and Access tab of specific profiles.

You can also selectively share parts of a profile to certain designated viewers.

Permissions

You must be a Super Admin to create and apply the custom role that specifically grants users publishing permission.

Granting Profile Center publishing permission

Super Admins must create and apply a custom role that specifically grants users publishing permission.

1. Go to Organization Settings > Manage Roles > Add Role, then turn the Profile Center toggle on.
2. Check the Publish Profile box, then click Create Role.
   Note: Checking this box automatically selects the Manage Profile, View Profile Artifact, and Download Profile Artifact options.

Sharing profiles

1. Do one of the following:
   • To share profiles from the Active tab of the main Profiles page, click Share next to the profile you want to share.
   • To share profiles from the Profile tab, open the profile you want to share and click Share Profile at the top of the page.
   • To share profiles from the Access tab, click Share Profile at the top of the page.
2. The Share with people pop-up displays, including a list of members who have access to the profile. Enter the email(s) of the client you want to share the profile with and choose the access you want them to have:
   Note: Multiple emails must be added as comma-separated values. 
   • View Only: Users with this permission can only view the profile.
   • Full Access: Users with this permission can view the profile and download the attached artifacts.
3. (Optional) Set the access expiry for the profile. You can choose from a preset duration of 30, 60, or 90 days or select a custom date of your choice.
   Note: By default, the profile is set to Never Expire.
4. Click Share Profile.

Sharing selected parts of a profile

1. Do one of the following:
   • To share partial profiles from the Active tab of the main Profiles page, click Share next to the profile you want to share.
   • To share partial profiles from the Profile tab, open the profile you want to share and click Share Profile at the top of the page.
   • To share partial profiles from the Access tab, click Share Profile at the top of the page.
2. Select the sections and artifacts you want to share with your users, then click Share Selected.
   Note: You can click Preview to preview the profile before sharing it.
3. The Share with people pop-up displays, including a list of members who have access to the profile. Enter the email(s) of the client you want to share the profile with and choose the access you want them to have:
   Note: Multiple emails must be added as comma-separated values.
   • View Only: Users with this permission can only view the profile.
   • Full Access: Users with this permission can view the profile and download the attached artifacts.
4. (Optional) Set the access expiry for the profile. You can choose from a preset duration of 30, 60, or 90 days or select a custom date of your choice.
   Note: By default, the profile is set to Never Expire.
5. Click Share Profile.
   • Editing allows you to add or remove items, or change the share type from Partial to Full.
   • Newly added artifacts will be automatically added to full share versions, but not to partial share versions; you will have to add them manually.
   • If an artifact is part of a partially shared profile, and that artifact is deleted from the full version of the profile, it is removed from the shared version as well.