An interview custodian has full access to a number of share permissions that they can give to a user when an interview is shared. All of these permissions can be viewed or modified on the Share Access screen after clicking "share" on an interview.
Status: Shows you a color coded access status for each share.
Scheduled: the share has been scheduled but not yet sent.
Opened: the interview was opened by the recipient.
Unopened: the interview was sent but has not been opened.
Expired: the interview share has been revoked.
Reminders: Sends a reminder email to the user every few days to let them know an interview has been shared with them. Reminders stop after the interview is opened for the first time.
Access Starts: You can set the exact date and time that you'd like the share to start for this user. Click the calendar icon to change the start date, and the clock icon to pick a time.
Access Expires: You can set the exact date and time that you'd like the share to end for this user. Click the calendar icon to change the start date, and the clock icon to pick a time.
Viewer Agreement: Pops up a viewer agreement each time the interview is accessed that the viewer must click “agree” on before they can view the interview.
History: Gives the user access to view the history of that interview since it was uploaded to Guardify.
Tags: Gives the user the ability to view any public tags, as well as create their own tags.
Transcript: “View” gives the user the ability to view the closed captioning for that interview, which includes the original transcript generated for the interview. Clicking the drop down box and changing their access to “Edit” gives the user the ability to view the transcript, as well as edit their own draft of the original generated transcript.
Insights: Gives the user the ability to view the AI Generated Insights interview summary for the interview, as summarized from the interview transcript. The "Transcript" share permission must be enabled in order to be able to share Insights.
Download: If checked, “Guarded Playback” download access is given by default. If a drop down box is available, you have the option of giving access to download guarded playback or original download access. Choosing the "Original" option gives access to both.
Upload: Gives the user the ability to upload additional files to the interview.
Import: Allows the users the ability to import their own copy of the interview into another Guardify license. If they do not have access to another Guardify license, the import option will not be available.
Files: You choose which attachments (videos, audios, and/or documents) to share with that user. Checking the box allows you to choose all files, pick and choose specific ones to share, or choose a "Share all current and future attachments" option, which will share any future uploads with that user automatically.
CC Me: Sends you (the sharer) a copy of the email notification that this user receives when the interview is shared with them, so that you can forward the email to the user if they say they did not receive the notification.
Resend: Clicking the arrow to the far right will resend that user their notification email.
Revoke: Clicking the minus sign to the far right will revoke that user's access to the interview.