Share research and control who has access to it

Marvin helps you easily share research with teammates and even external stakeholders if required.

You can share interviews, clips, Insights, notes, Playlists, and files in Marvin.

You’ll notice a “Share” option across Marvin.

In interviews and files, you’ll find it in the top toolbar.

You’ll also see it every time you hover over a note or clip.

Or you’ll see the share link option for Playlists.

Admins have complete control over who can view Marvin links.

They can also choose the extent of data Viewers can access, as well as which team members can search for Insights and Playlists.​

They can manage access from the homepage. In the left navigation panel, select More > Admin Settings > Data access.

Admins will see three options to manage data access:

Select this option to restrict access to teammates that have a Marvin account. They must be assigned an Admin, Contributor, Notetaker, or a Viewer seat, and must be logged in to access any link.

Anyone who has access to the project where the file, clip, note or Playlist is stored will be able to view and edit notes, the transcript, summary, and also the rest of the project.

Users who do not have access to the project will not be able to view notes, make edits to the file, or run AI analysis on it.

In case a teammate you want to share research with does not have a Marvin account, you can invite them to your team. You can extend Viewer access to them in case they want to just consume research. Or you could extend access to everyone in your organization.

If Admins enable this setting, even teammates who do not have Marvin accounts will be able to access the links shared with them. However, they must verify that they have an email of your organization's domain to access shared links.*

*This option is only available for users on Enterprise plans.

To share research, any Enterprise user can share a link to a clip, file, Insight, note, etc. with a teammate. If the teammate does not have a Marvin account, they will have to verify their email ID when they first try to access a link. They can enter their email or use SSO to verify.

Once they verify by clicking the link in their email, they can access all shared research links for the next 7 days without a Marvin account or SSO approval.

Admins may choose to share research with people outside their organization by selecting "Anyone with link". This extends access to anyone on the internet, even those outside your organization. They will be able to view recordings, notes, and file summaries.

They will not have access to the rest of the project and will not be able to view notes, make edits to the file, or run AI analysis.

Admins can choose how much research Viewers can surface.

Toggle on “Viewers search restriction” if you want users with Viewer accounts to only be able to surface published Insights, share insights, and Playlists in projects shared with them.

If you switch off this setting, Viewers can search for all types of files across the projects shared with them. They will be able to surface notes, clips, files and recordings, in addition to Insights and Playlists.

Admins have an option to “Let all team members view Insights & Playlists”.

When you keep this setting on, all members of the team can view published Insights and Playlists across all projects. Private and draft Insights are not shared with the rest of the team until you publish them.​

Switch this setting off when you want users to be restricted to Insights and Playlists for the projects to which they have access.

Keep this setting on to help users discover research by other team members.