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Password protection

Lock it down: how to protect documents displayed on your WorkBase

Nikhita avatar
Written by Nikhita
Updated over 7 months ago

On your WorkBase, you can upload documents, policies, licenses, certificates and memberships. This is so that potential clients or collaborators can access this information without having to contact your business as an extra step. It is easily accessible and provides viewers with all the verified information they need about your business with one click.

That being said, you can also control this level of access using our password protection feature. If you enable this feature, visitors are prompted to enter a password (that you have set) when attempting to download one of your documents. They would need to contact your business for this password.

Navigate to the "Setup and styling" tab and enter a password. Toggle on "Request visitors enter a password to download anything" to enable password protection for your documents.

Remember to click "Publish WorkBase" to ensure password protection is live. You can toggle this option off at any time but you must publish those changes again.

πŸ““ Note

When you attach a document to your WorkBase from the "Documents" tab (whether it is an "Upload" or "Link" document type) then you will be able to password protect it. However, any documents attached through the "Achievements" tab cannot be password protected. All visitors will be able to access and view those achievement documents linked on your WorkBase.

The document type options are shown in the image below.

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