Profile & Content Security

Profile Center provides a suite of security features designed to safeguard your profiles and their content, ensuring that only authorized individuals can access your valuable data.

Profile Types

Profiles in Profile Center can be Public (visible with a link) or Private (visible only to invited personnel). You can choose the option that best suits your organizational needs.
To set the profile type, click Publish and select from the drop-down option for Who has access.

Public Profile

When a profile is set as a public profile, it acts as a Trust Center and the published profile is publicly accessible via a unique URL. This makes it ideal for sharing and showcasing your content to a wider audience.

Customizing Profile URL

While publishing a public profile you can choose to personalize your profile’s URL by adding your organization's branding information.
To set up a customized profile URL, open the Publish pop-up, turn on the Custom URL option, enter your chosen custom text, and then click Publish. Your profile will be accessible on the customized URL.

Note: Setting up a custom URL is permanent and can not be modified or disabled later.

Private Profile

Private profiles are accessible only to invitees. The profile owner, contributors, and users with access have the ability to send invites to specific individuals, ensuring controlled access.

Security Access Control

This feature allows you to tailor access rights to your specific requirements. Users can exercise precise control over who has access to their profiles by configuring access control. Access control can be set up for the profile as well as for individual artifacts.

Access Control for Profile

Access control at the Profile level can be configured in the following ways:
Click Publish to open the pop-up, next turn on the Access Control toggle, and then click Publish.

Alternatively, you can click the lock icon beside the profile title and turn on the Access Control toggle.

Access Control for Individual artifact

Click the lock icon on an artifact and turn on the Access Control toggle to enable it.

Non-Disclosure Agreement (NDA)

Profile authors have the option to require users to digitally sign a Non-Disclosure Agreement (NDA) before they can view the profiles or individual artifacts. This extra layer of security ensures that sensitive information is protected, and only authorized individuals can access it.

Creating a Non-Disclosure Agreement

Administrators with access to Organization Settings can set up the verbiage for the NDA.
Click Organization Settings > Profile Center > NDA. Then, click Add.

You can also modify the disclaimer and acknowledgment language to reflect your organization's unique style and requirements.

Click on the Preview to view the agreement, and BACK TO EDITING to return to edit the agreement.

Once you are done, click Save.

 

In case a Non-Disclosure Agreement (NDA) has not been created in the Organization Settings, and a user attempts to enforce an NDA, the following actions will occur:

• If the user has access to Org Settings, a pop-up is displayed with the Add NDA option.
  
• If the user does not have access to Org Settings, a pop-up is displayed, providing a Contact Admin option for reaching out to the administrator for additional support.
  

Enforcing NDA for a Profile

An NDA can be enforced at the Profile level in the following ways:
Click Publish to open the pop-up, next turn on the NDA toggle, and then click Publish.

Alternatively, you can click the lock icon beside the profile title and turn on the NDA toggle.

Enforcing NDA for an Individual Artifact

Click the lock icon on an artifact and turn on the NDA toggle to enable it.

Watermark PDF Documents

To reinforce the protection of intellectual property and discourage unauthorized sharing of sensitive information, we now offer the option to apply watermarks. You can leverage the feature to apply watermarks or brandings to questionnaires and a wider range of document formats, including image, text, Word, Excel, and PowerPoint.

Note:

- Applying watermark to a Profile Questionnaire inherently extends to the attachments of the questionnaire on download.

- When downloading documents, the watermark is applied to a PDF version of the file ensuring document integrity.

To configure the watermark navigate to Organization Settings > Profile Center > Watermark.

You can use the various options here to personalize the watermark to suit your needs.

1. Manage Watermark Toggle: Enable or Disable watermark for your organization.
2. Watermark Text: Enter the text to be used as the watermark.
   Note: The maximum number of characters is limited to 32 including spaces.
3. Include email & timestamp: Toggle the setting to display your email and time.
4. Font Options: Select the font Family and the size of the font.
5. Color: Change the color of the watermark text.
6. Transparency: Controls the opacity of the watermark text.
7. Rotation: Controls the angle of the text.
8. Fill Type: Select the display pattern of the watermark text. You can choose between the following
   1. Fit - applied to the center of the page
   2. Fill - applied in a tile fashion across the page
   3. Pattern - applied in a tilted tile fashion across the page
9. Spacing: Controls the spacing between the watermark when the watermark Fill Type is set to Fill or Pattern.
10. Watermark Layer: Determines if the watermark is to be applied above or below the document's content.

You can use the Reset option to restore the default settings, Cancel to discard the changes you have made, or Save to apply the changes.