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.

You have complete control over who can view Marvin links. Choose to restrict access to Marvin users or your organization. Or enable external stakeholders to view research.

Admins can also choose the extent of data Viewers can access, as well as which team members can search for Insights and Playlists.
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Admins can manage access from “Admin Settings” under “More” on the homepage.

If they select Data access > Share Marvin research> Needs a Marvin Account, only logged in Marvin users will be able to view any shared links.

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 select "Share with organization", teammates must verify that they have an email of your organisation's domain to access shared links.

They must provide their email ID when they first try to access a link. Once they verify it from the email they receive, they can access all shared research links for the next 7 days without a Marvin account or SSO approval.

If Admins want to share research even with people who do not have a Marvin account, they must select "Anyone with link" in Admin settings.

Anyone with the link, even those outside your organization, can view the recording and file summary. 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.