Managing People
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      Manage Viewers

      Once your Zeck is complete, published and ready to be shared, you’ll want to add Viewers. 

      Included in this article:

      1. Adding Viewers with Passwordless "Magic Link" Access
      2. Adding Viewers with Password-Based Access
      3. Request Access
      4. Email Draft for Passwordless "Magic Link" Access
      5. Email Draft for Standard, Password-based Access

      1. Adding Viewers with Passwordless "Magic Link" Access

      Our Passwordless Sign In is a 2-step sign in process that uses a secure link sent via email to grant access.

      To add Viewers with Magic Link Access:

      1. Navigate to the People page from your homepage
      2. Click Invite People
      3. Enter email address(es)
      4. Check Don't Send Email Invitations
      5. Click Invite

      Open your Zeck & make sure it's published. Then...

      1. Click the Three Dots at the top of your Section Navigation
      2. Choose Manage Viewers from the list
      3. Toggle on the correct Members
      4. Copy the link to the published Zeck (using the 🔗 Link button at the top of your Section Navigation)
      5. Send that link to your viewers

      Upon clicking the link, Viewers will be prompted to enter their email address to verify that they have viewing permission. This will trigger an email with a secure link to access the Zeck.

      ⚠️ A few things to remember:

      • Make sure your Zeck is published prior to sharing. Any changes you make to your Zeck after publishing will not be reflected on the Published Site until you Publish Changes.
      • Editor comments will not be pulled through to the published Zeck.

      2. Adding Viewers with Password-Based Access

      We recommend sending a quick email to your viewers to let ‘em know an invite from Zeck is coming (draft below).

      To add Viewers with Standard, Password-Based Account:

      1. Navigate to the People page from your Homepage
      2. Click Invite People
      3. Enter email address(es)
      4. Click Invite

      Open your Zeck & make sure it's published. Then...

      1. Open the Editor and click the Three Dots at the top of your Section Navigation
      2. Choose Manage Viewers from the list
      3. Toggle on the necessary Members

      This will prompt users to create a standard account that they'll log into to access any Published Zecks that you've given them Viewing permissions for. 

      3. Request Access

      The Request Access feature can be turned on for each Zeck. When enabled, this feature allows people who were not in your initial list of approved Viewers to request access to the site. Account Admins will receive an email notification whenever someone requests access to a Zeck. 

      To enable Request Access:

      1. Navigate to the Manage Viewers module at the top of the Section Navigation in the Zeck Editor
      2. Click Manage Viewers
      3. Click Viewer Access Requests
      4. Check the box to Allow People to Request Viewer Access

      🤓 Pro Tip: We always recommend enabling Request Access for Investor Updates, Sales Pitches, Fundraising Pitches and any time you want that additional sharing flexibility. It can also be great for your first few Board Meetings with Zeck as your Viewers get used to a new platform.

      4. Email Draft for Passwordless "Magic Link" Access

      Draft to send after you've added Members, made them Viewers and published your Zeck.

      Hi [Names],

      Here’s a secure link to our [COMPANY] Zeck. Zeck is a platform we’re using to modernize our meetings and give you a chance to engage more deeply.

      Some quick notes…

      • Zeck is a secure website instead of a deck. It’s a way better experience and we look forward to sharing it. 
      • You’ll be able to review our content on any device, including your phone. 
      • You can use the Comment button to give feedback or ask questions in advance of our live meeting.  This is all super helpful to us. 

      (Insert Link)

      As a reminder:

      • Please take a moment to read through our Zeck
      • Feel free to add any thoughts or questions via Comments and Pre-Vote before the meeting

      Thanks so much.

      4. Email Draft for Standard, Password-Based Access

      When you add your people to Zeck to create a standard account, they'll get an automated email to join your company. You can send the email below just before you add them so they know what to expect.

      Hi [Names],

      Please keep an eye out for an invite to Zeck, a platform we’re using to modernize our meetings and give you a chance to engage more deeply.

      Some quick notes…

      • Zeck is a secure website instead of a deck. It’s a way better experience and we look forward to sharing it. 
      • You’ll be able to review our content on any device, including your phone.
      • You can use the Comment button to give feedback or ask questions in advance of our live meeting.  This is all super helpful to us.
      • If you don’t see this email in the next few minutes, it may have been routed to your Social, Promotions, or Spam folder. You can search your inbox for zeck@zeck.app to easily track it down.

      Once you accept the invite, you’re all set. If you don't see any materials upon logging in, I’ll email a secure link to our board materials as soon as they’re ready for your review.

      Thank you.