Card & File Access Controls

Roles: Authors


Card Access allows you to determine who can access the content or uploaded file(s) on a Card. Depending on the setting you choose, you can share a card with your Guru team, make embedded files shareable externally, or limit a Card's visibility to specific users on your team to make it private.

Card & File access: Definitions

Your Guru Team

  • Your Guru Team: The content of the Card can only be accessed by authenticated Guru users who have access to the Collection where the Card resides.

    • Allow images and files uploaded to this Card to be shared outside of your Guru team: Uploaded files on this Card can be accessed by anyone with the file link. The Card itself can only be accessed by an authenticated member of your team, but if the file links are sent to a customer or prospect, they will be able to access them.

    • NOTE: the File Access status only applies to files uploaded to the Card, it does not apply to or override any permissioning set on files hosted by other services.  

    • Net new Cards are defaulted to public when an asset is uploaded in a Content Performance Collection. This ensures external files have the right permissions and can be shared without extra effort.

      Screen Shot 2019-10-16 at 12.32.24 PM.png

    • TIP: A page icon will appear on the Card in the top right-hand corner, to indicate that File Access is turned on. Screen Shot 2019-10-16 at 12.33.54 PM.png

Specific Users

  • Specific Users (formerly Private Cards): The Card is only visible to you and those who you choose to share it with. This can be helpful if you are developing content or have content that you don't want other members of your team to see. Please note that you and those you've shared the private Card with can search on this content, yet you can not add private Cards to a Board.

    • When you share a Specific User Card with another user with Author permissions, you can reassign verification responsibilities to that user.

Public

  • Public (no sign-in required): Anyone with the link can view this entire Card (including images and files), even if they are outside of your Guru team.

    • TIP: A globe icon will appear on the copy-card-link icon to indicate that this Card is now Public.
      Screen Shot 2019-10-16 at 12.36.03 PM.png

    • NOTE: Public Cards will not appear in Guru search for those users who do not have access via Collection or Board Permissions.