Personal vs Organisation Questions and Templates

Every question and interview template in Intervy carries one of two visibility levels: Personal or Org. The badge distinguishes owned drafts from items published to the organisation bank. It is not a privacy control.

The two visibility levels#

A question or template starts as Personal when you create it. Personal items are currently visible to teammates who can view questions or templates, including items owned by someone else. Do not use the Personal badge to store content that must be private from your team.

Choosing visibility when creating#

You do not choose visibility at creation time — every new question and template starts as Personal automatically. To move it into the organisation bank, publish it through the approval workflow.

Promoting a personal item to the organisation#

Promoting means publishing: the item moves from Personal to Org in the organisation bank. Publishing goes through the approval workflow. If you hold the matching approve permission, it publishes immediately; otherwise another member with that permission must approve it.

Publish a question#

1. Open Questions in the sidebar.
2. Find the question with the Personal badge.
3. Select the Publish to org bank button (the globe icon) on the question row.
4. If you hold questions:approve, the question moves to Org immediately and you see the confirmation "Question published to org bank".
5. If you do not hold questions:approve, the question shows a Pending approval badge. A team member with questions:approve must review and approve it before it moves to Org.

Publish a template#

1. Open Interview Templates in the sidebar.
2. Find the template with the Personal badge.
3. Select Publish to org bank (the globe icon) on the template card.
4. If you hold templates:approve, the template moves to Org immediately and you see "Template published to org bank".
5. If you do not hold templates:approve, the template shows a Pending approval badge until a reviewer approves it.

For full details on the review queue — including how approvers accept or reject submissions, and how submitters resubmit after rejection — see Approval Workflow.

Cloning an org item to personal#

You can pull a copy of any Org question or template into your personal collection without affecting the shared original. This is useful when you want to customise a question for a specific interview without changing the organisation-wide version.

• Cloning a question: select the Clone to personal button (the copy icon) on the question row. The clone appears in your list with a Personal badge. Cloning requires only questions:view.
• Cloning a template: select Clone to personal on the template card. The clone appears in your list with a Personal badge with "(Copy)" appended to its name. Cloning requires only templates:view.

What teammates can and cannot see#

Both personal and published items can appear in your organisation's lists. The Personal filter includes items owned by other team members; Org Bank shows published items. Personal questions can also be selected in the template editor. Publish an item when you want it included in the organisation bank.

Why this matters for Interviewers#

Interviewer holds questions:view and templates:view, which lets them see questions and templates in their organisation, including Personal items owned by other team members.

Interviewers also do not hold questions:publish or templates:publish, so they cannot promote their own personal items to the organisation. The Save to question bank action during an interview is shown only to members with questions:update, which the default Interviewer role does not hold. A question saved through that action starts as Personal; publishing it also requires questions:publish.

Permissions reference#