Last updated 5/11/20241 minute to read

Private documents

Set your documents as private/public

  1. Open your document in the content editor.
  2. Click the document menu indicated by three vertical lines on the top left >> Private Manual
  3. Open the Settings tab.
  4. Click the dropdown arrow under the Private Manual in the settings tab. You can choose to use org settings or select Public/Private regardless of organization settings. 

Private access settings

You can restrict access to your private manuals to specific people or organizations.

Restrict access to specific users

  1. Open your document in the content editor.
  2. Click the document menu indicated by three vertical lines on the top left >> Private Manual
  3. Open the Private Accesses tab.
  4. Under the Users tab, type/paste the email address of a specific user.
  5. Click the Plus button on the right to add a new member.

The new member will be shown under existing members. You can repeat this action to add as many users as you want.

Restrict access to the staff of a specific organization

You can use organizational email domains to make sure only people inside of a specific organization can access your manuals. This could be particularly helpful when you are creating a knowledge base or internal manuals for your own or other organizations. To do so:

  1. Open your document in the content editor. 
  2. Click the document menu indicated by three vertical lines on the top left >> Private Manual
  3. Open the Private Accesses tab.
  4. Under the Domains tab, type/paste the intended organizational email domain (example: @sonat.com).
  5. Click the Plus button on the right to let people within this domain access your private manuals.

The newly added domain will be shown under existing domains. You can repeat this action to provide more organizations with private access.

Restrict access to users provided with a private link

Restrict access to users provided with a private URL

You can use tokens to create different private URLs for different groups of users. To add a token to your document:

  1. Open your document in the content editor.
  2. Click the document menu indicated by three vertical lines on the top left >> Private Manual
  3. Open the Private Accesses tab.
  4. Under the Private URLs tab, type the title of the token you want to use.
  5. Click the Plus button on the right to add the token.
  6. In the existing tokens list, click the copy icon next to the token title to copy the generated URL.

You can use this URL to provide your intended users with a private access key to your document.