Overview

Turning on the Configuration Bundle enables organizations to control and customize how users create and manage Share links. Administrators can grant permissions such as allowing users to create Share links, edit link expiry dates, and determine how Access Forms are applied—whether disabled, optional, or mandatory. Once sharing is enabled, all settings are managed from the Sharing section in Platform Configuration, where admins can define defaults for email or link sharing, set story and link-sharing preferences, enable Access Forms by default, and configure link expiration timelines. These options give teams fine-grained control over content sharing, ensuring it aligns with security, data collection, and collaboration needs.

Sections

• Turning on the Configuration Bundle
• Update the Platform Configuration for Sharing
  • Story Sharing Defaults
  • Link Sharing Defaults  

Turning on the Configuration Bundle

1. Navigate to the Configuration bundles area of Bigtincan by going to Settings > Platform Configuration, then scroll down to the users section and select Configuration Bundles.
2. Either select a current Configuration Bundle or hit the plus on the top right to create a new bundle.
3. Once there, scroll down to the Sharing section where you will be able to click the box for “Can Create Link Share”.
   • This will open up two dependent settings once turned on, Can Edit Link Expiry Date and the options for the Access form.   
   • Can Edit Link Expiry Date - Allows all users within this configuration to edit the expiration date of any Share Link that they create
   • Access Form - The default setting for Access Forms.
     • None  
       • No Access Forms are available, all viewer data will be anonymous and aggregated.
     • Optional  
       • Access Forms can be enabled or disabled by each user when they create a link. 
         • If enabled all viewer data will be unique and associated with their name/email. 
         • If disabled all viewer data will be aggregated and anonymous.
     • Mandatory  
       • All Share links will have an Access Form.

Update the Platform Configuration for Sharing

1. Navigate to Platform configuration.
2. Scroll down to the Content section where a new Sharing section will now show up. All sharing settings will now be configured from here. Once you hit the button to allow sharing you will want to go through the additional areas below to configure to your needs.

Story Sharing Defaults

• These are all the same settings from the “Story” section of platform configuration, but now they live in the “Sharing” section

Link Sharing Defaults  

Admins are able to adjust the default options for when users create a Share Link.

Add Access Form by default

• If the Access Form is enabled and set to optional for a Configuration Bundle then this setting will automatically enable Access Forms for all users creating a Share. 
• For users who have optional Access Forms, they can remove the Access Form. 
• For users who have mandatory  Access Forms, this setting has no impact. 
• For users who do not have Access Forms enabled, this setting has no impact.

Default Link Expiry Duration  

• Admins can turn on Link Expiry by default with this setting and set the default expiration timeline in “Days”. 
• If users have the ability to change expiration dates in their configuration bundle then they will be able to adjust the default timeline, if that is not enabled for them then every link will have the default timeline.

Expired Links Can Be Extended  

If this is enabled, all users who create a Share Link will have the ability to reactivate the link after it expires. Reactivated links will have the same expiration timeline that was set during Link creation.