Sharing Profiles

Overview

Team Members can share the profile that is published from the following locations:

• The Active tab of Profile Center
• The Profile tab of a specific profile
• The Shares tab of a specific profile

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

Permissions

Super Admins must create a custom role with Share permission and apply it to users who are allowed to share Profile Center profiles.

1. Go to Organization Settings > Manage Roles > Add Role, then turn the Profile Center toggle on.
2. Check the Share Profile box, then click Create Role.
   

Select the applicable tab for your edition of Responsive.

• Sharing Profiles

  Sharing Profiles From the Active Tab of Profile Center

  To share a profile from the Active tab:

  1. Navigate to the Active tab.
  2. Click Share on the profile you want to share with your clients. The Share with people pop-up with a list of members who have access to the profile is displayed.
  3. Enter the email of the client you want to share the profile in the input box. You can add multiple emails.
  4. Choose the access you want the selected clients to have:
     1. View: Users with this permission can only view the profile.
     2. Full Access: Users with this permission can view the profile and download the attached artifacts.
  5. Next, set the access expiry for the profile. You can choose from a preset duration of 30, 60, or 90 days. Alternatively, you can select a custom date of your choice. If you prefer, you can also set the profile to never expire.
  6. Click Share Profile.
     
     
     Alternatively, you can click the Manage All Shares on the Share with people pop-up to switch to the Shares tab and then share the profile by following these instructions.
     

  Sharing Profiles From the Profile Tab

  To share a profile from the Profile tab:

  1. Switch to the Shares tab and click Share Profile. The Share with people pop-up with a list of members who have access to the profile is displayed.
  2. Enter the email of the client you want to share the profile in the input box. You can add multiple emails.
  3. Choose the access you want the selected clients to have:
     1. View: Users with this permission can only view the profile.
     2. Full Access: Users with this permission can view the profile and download the attached artifacts.
  4. Next, set the access expiry for the profile. You can choose from a preset duration of 30, 60, or 90 days. Alternatively, you can select a custom date of your choice. If you prefer, you can also set the profile to never expire.
  5. Click Share Profile.
     
     
     Alternatively, you can click the Manage All Shares on the Share with people pop-up to switch to the Shares tab and then share the profile by following these instructions.
     

  Sharing Profiles From the Shares Tab

  To share a profile from the Shares tab:

  1. Switch to the Shares tab and click Share Profile. The Share with people pop-up with a list of members who have access to the profile is displayed.
  2. Email the email of the client you want to share the profile in the input box. You can add multiple emails.
  3. Choose the access you want the selected clients to have:
     1. View: Users with this permission can only view the profile.
     2. Full Access: Users with this permission can view the profile and download the attached artifacts.
  4. Next, set the access expiry for the profile. You can choose from a preset duration of 30, 60, or 90 days. Alternatively, you can select a custom date of your choice. If you prefer, you can also set the profile to never expire.
  5. Click Share Profile.
     

  Sharing Selected Parts of a Profile

  To selectively share parts of a profile to certain designated viewers:

  1. Select Select & Share from the Actions menu.
     
  2. Select the sections and artifacts you want to share, then click Share Selected.
     Note: You can click Preview to preview the profile before sharing it.
     
  3. Enter the name(s) or email(s) of the people you want to share with, then click Share Profile.
     
  4. (Optional) Click the Shares tab at the top of the screen to view the shared history, including status, permissions, and the share type (full or partial). You can also edit shared profiles from this screen.
     
     
     • 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.

• Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

  Sharing Profiles

  Sharing Profiles From the Active Tab of Profile Center

  To share a profile from the Active tab:

  1. Navigate to the Active tab.
  2. Click Share on the profile you want to share with your clients. The Share with people pop-up with a list of members who have access to the profile is displayed.
  3. Enter the email of the client you want to share the profile in the input box. You can add multiple emails.
  4. Choose the access you want the selected clients to have:
     1. View: Users with this permission can only view the profile.
     2. Full Access: Users with this permission can view the profile and download the attached artifacts.
  5. Next, set the access expiry for the profile. You can choose from a preset duration of 30, 60, or 90 days. Alternatively, you can select a custom date of your choice. If you prefer, you can also set the profile to never expire.
  6. Click Share Profile.
     
     
     Alternatively, you can click the Manage All Shares on the Share with people pop-up to switch to the Shares tab and then share the profile by following these instructions.
     

  Sharing Profiles From the Profile Tab

  To share a profile from the Profile tab:

  1. Switch to the Shares tab and click Share Profile. The Share with people pop-up with a list of members who have access to the profile is displayed.
  2. Enter the email of the client you want to share the profile in the input box. You can add multiple emails.
  3. Choose the access you want the selected clients to have:
     1. View: Users with this permission can only view the profile.
     2. Full Access: Users with this permission can view the profile and download the attached artifacts.
  4. Next, set the access expiry for the profile. You can choose from a preset duration of 30, 60, or 90 days. Alternatively, you can select a custom date of your choice. If you prefer, you can also set the profile to never expire.
  5. Click Share Profile.
     
     
     Alternatively, you can click the Manage All Shares on the Share with people pop-up to switch to the Shares tab and then share the profile by following these instructions.
     

  Sharing Profiles From the Shares Tab

  To share a profile from the Shares tab:

  1. Switch to the Shares tab and click Share Profile. The Share with people pop-up with a list of members who have access to the profile is displayed.
  2. Email the email of the client you want to share the profile in the input box. You can add multiple emails.
  3. Choose the access you want the selected clients to have:
     1. View: Users with this permission can only view the profile.
     2. Full Access: Users with this permission can view the profile and download the attached artifacts.
  4. Next, set the access expiry for the profile. You can choose from a preset duration of 30, 60, or 90 days. Alternatively, you can select a custom date of your choice. If you prefer, you can also set the profile to never expire.
  5. Click Share Profile.
     

  Sharing Selected Parts of a Profile

  To selectively share parts of a profile to certain designated viewers:

  1. Select Select & Share from the Actions menu.
     
  2. Select the sections and artifacts you want to share, then click Share Selected.
     Note: You can click Preview to preview the profile before sharing it.
     
  3. Enter the name(s) or email(s) of the people you want to share with, then click Share Profile.
     
  4. (Optional) Click the Shares tab at the top of the screen to view the shared history, including status, permissions, and the share type (full or partial). You can also edit shared profiles from this screen.
     
     
     • 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.