Everything you need to know about workspace readers - members in your workspace with read-only access
On Flipsnack, we use the term "reader" in 2 ways, and it's really important to understand the difference:
1. Anyone who reads a flipbook
2. A teammate who is added to the workspace and who is assigned a "reader" role.
This article is about the latter.
Table of contents:
How to add readers in your workspace
How to remove readers from your workspace
Any content that you publish exclusively for readers with the reader role will be limited to their access only. Other than the team members assigned as readers in the workspace, no one else will be able to view or read the published material.
This role is very special in the workspace because Readers can't create or view any flipbook in the workspace unless it's shared with them.
If you frequently publish private documents for your organization, we suggest adding a group of people as readers or workspace readers.
This is particularly helpful for a variety of reasons:
-
It's a very secure way to publish documents for internal use only, as it requires authentication.
-
It can be used in conjunction with SSO authentication; for the most advanced level of security.
-
It's very convenient if you publish these documents regularly because you won't have to add a list of email addresses every time you publish something
-
You can opt to send email announcements through our system whenever you publish a new document.
-
As part of the Enterprise plan, you can track individual reader statistics for a clear picture of how people are interacting with each one of the publications that you have shared with them.
Workspace readers are only available with the Enterprise plan, and they will incur an extra cost of $1/reader seat. For example, for 1000 readers, you would pay $2520/year + $1000 extra fee = $3520/ year.
If this sounds like something you'd be interested in, make sure you contact one of our account managers.
So how exactly does it work?
How to add readers in your workspace
The first step would be to contact an account manager to discuss this option and have them activate it for you. Once you have this option activated in your workspace, you will be able to access the Readers list.
In order to do so, from the main dashboard, in the lower left corner, go to Settings, and on the side panel, click Readers.
If the feature is not yet activated for you, this is what you will see:
However, if the feature has been enabled, you will see here how many readers you have invited (pending) and how many have accepted your invitation. This is also where you can add readers by entering their email addresses.
If you have a large organization or reader base, as part of our Enterprise plan, you can upload a CSV file with the readers' email addresses instead of manually uploading each address. Keep in mind that the CSV should not exceed a total of 500 emails per upload.
To upload the email addresses, click on Import from CSV, choose the CSV file, and then click on Open.
The list will be uploaded automatically, and you will then see the status of each reader: Accepted or Pending. You will also then have the option of resending the invitation or removing readers from the list.
How to remove readers from your workspace
In order to remove readers from your workspaces, you have to check the boxes to select at least one email address, and the Remove from workspace icon will appear in the upper right corner of the list.
Show folders to readers
Just above Manage your readers, you have this option:
If you plan to use multiple folders for the content that you share with your readers, it would be a good idea to turn it on. This way, your readers will see the folders in the workspace - it will help them find documents or flipbooks more easily.
If you plan to have multiple folders, but everything that you publish for readers will be in one folder, you can simply not activate the folder view. The same goes if you don't plan to use folders at all.
How to share a flipbook with your workspace readers
To make a flipbook accessible to your workspace readers, you need to choose a specific option in the Publish popup. You will need to perform this action for each flipbook that you want to make available to your readers.
If you're doing this for the first time, it's advisable to check how many readers have accepted your invitation. If you've just invited the readers, it might be a good idea to give them a few days to accept before you start sharing files with them. This way, you can ensure that they are ready to receive and access your content.
Now, let's assume that your readers have accepted the invitation. In the main workspace, find the flipbook that you wish to share with them (or upload a PDF), then click the Publish button.
In the publishing pop-up window, make sure you select Private and Readers only.
Now you can either choose to share with all your readers, or type an email or a group name.
Here you can also activate the email notification option and the individual tracking. In most cases, you will want to activate these before you hit Publish.
Here is what they do:
Send a notification to my readers - This sends your readers an email notification that you've shared a flipbook with them. If you don't check the box, they would have to log in from time to time to see what's new. Another option might be for you to announce the publishing of new documents some other way if you don't want to use our email notification system.
Track each reader individually helps you get a very clear picture of how each reader interacts with your document.
An important mention: there have been a few changes regarding the documents shared with readers, to make them more secure. Since their visibility is private, they have a different URL than the public ones, and they now open in the app. For this reason, the readers need to be logged in to their Flipsnack account to access them. This change applies to all the documents shared with readers. The ones shared before the update redirect to the new URL and also require authentication.
Another important mention: everything that you share with readers will instantly be available for all members added as readers. If you want to share a particular file with just one person, make sure you go for the other Private option, and invite by email just that one specific person who should be able to view the file.
If you have more questions, please ask us via live chat. You can also use the chat to ask to be put in touch with an account manager if you're interested in using this for your organization.