Choose what people open when you share a study

Most sharing in Conveo starts on the study page. Until now, selecting Share there offered one path: access to the entire study, with every interview, the analysis and every output. That suits your research team. When a category director only needs the executive summary, it hands over far more than they asked for, so researchers went looking for the share button on the report itself. The share modal now starts by asking what people should be able to open.

A silent walkthrough, from the Share button to one report and one quote reel.

How it works

• Select Share on any study. The modal opens on one question: what people will be able to open.

• Whole study. The topic guide, interviews, analysis and every output. Choose it to reach the access settings you know: people and teams, general access and a link to the study.

• The summary, pinned on top. The study's executive summary report and deck sit right under Whole study, one click away.

• Any other output. Choose Another output to list every slide deck and quote reel in the study and search them by name.

• Only what you picked. Share a report and the modal says so plainly: only this report is shared, and the rest of the study stays private. It also reminds you that reports can surface direct quotes, so you check for personal information before sharing outside your organization.

Research teams asked for it in five situations

These come from teams in consumer goods, beauty, beverages, software and animal health, and from research agencies. We kept them anonymous.

• Leaders who read the summary. Directors with little time want the executive summary and nothing more to wade through.

• Findings travel, interviews stay put. Teams whose interviews hold personal data asked to share the analysis while the interview pages stay with the research team.

• View-only for stakeholders. People outside the research team see the results without being able to change the data.

• Walk the client through it. Agencies want to give a client the interviews and findings they just presented.

• One colleague, one study. Teams asked to give a colleague access to a single study and nothing else in the workspace.

What this means for your research

You decide how much of a study travels at the moment you share it, from the place most sharing starts. Each output keeps its own share button on its own page, and the study sharing controls still decide who gets access to the whole study and with which role.

One thing to know: sharing a report or a deck shares that output alone. When someone needs the interviews, share the whole study and pick their role.

The new share modal in about three minutes

A narrated walkthrough: the three choices, sharing one report and one quote reel, and the five situations.

Apo shows it in the product

Apo Afzal Amir, who built it, walks through the new modal on a live study. Study and output names are blurred.

Read the study sharing guide for roles and how to change who has access.