Decide who sees each study: people, teams, your organization or a link

A brand team runs twenty video conversations on a packaging change that has not been announced. The insights lead wants two colleagues in on the analysis, the category director wants to read the summary, and nobody else in the company should know the study exists. Meanwhile, last quarter's foundational study on shopping habits should be open to anyone who asks. The new sharing modal handles both cases.

How it works

Open a study and select Share. The modal gives you four ways to grant access, which you can combine:

• Individual people. Add named colleagues for focused collaboration on one study.

• Teams. Grant access to another team in your organization in one step, so new members of that team get it too.

• Organization-wide. Make a study available to everyone in your organization.

• Public link. Publish a study so anyone with the hidden link can open it, for stakeholders or partners who do not have a Conveo account.

Each person or team carries a role: Viewer reads, Editor edits the study, and Full access also deletes and manages sharing. Clear visual indicators show exactly who has access to a study, so you can check before you add anyone.

Research teams asked for it in five situations

These come from teams we work with in consumer goods, food and drink, beverages, apparel, media, education and telecoms, and from the agencies that serve them. We kept them anonymous.

• One client, one study. Agencies want each client to see only their own study, as a viewer, and nothing else in the workspace.

• Brand teams under one roof. Large organizations asked that people on one brand or category team cannot open another team's sensitive projects.

• A small group while it is live. Insights teams keep a study restricted to the people setting it up and analyzing it, then widen access once the findings are ready.

• Open the archive. Once a study is done, teams want the whole organization to be able to dig into the data and search it themselves.

• A link for one reviewer. A stakeholder or a colleague in another market gets a link to check the results or the local wording without a full onboarding.

What this means for your research

Confidential interviews stay with the people who need them, and the studies that should travel can travel, from the same modal. You decide per study.

Two things to know. Access adds up: someone who is a Viewer directly and an Editor through their team can edit, and removing one grant does not remove access they have from another source, such as a team or organization-wide sharing. And a public link is broader than sharing one output. When you want to hand over a single finished deliverable, share the report or quote reel instead of the whole study.

See how each study reaches the right audience

Follow two studies from a private working group to organization-wide access and a hidden public link.

Read the study sharing guide for the full permission table and how to make a study private again.