Sharing an Interview

The interview custodian has control over who may access an interview and for how long they have access.

After logging into Guardify, on the My Interviews page, find the interview you wish to share. Select Share from the 3-dot menu on the interview card OR when working within the interview, click Share in the top right corner. 

The Shared Access page is where you manage who has access to the interview. Click Add in the top right corner to share the interview with others. When adding shared access, users are given three different options: Existing Users, New User and Group. 

Existing Users: allows you to share the interview with users already in the account.

New User: allows you to add or request to add a new user upon sharing. 

Group: allows you to share with a Group that you have predefined in My Groups.

To complete the share, assign permissions to the user.  You may update the share duration and choose the interview components you wish to share with each user. Agreement and Video are checked by default but can be unchecked if you choose. 

Shares that have expired can be viewed by clicking the Show Expired toggle at the top left.

Select Save when you are ready to share the interview.  This will launch an email to the added user(s) notifying them that a new interview has been shared with them.