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Use this page to choose which Liongard inspector types and systems appear on the Documentation page, and which Company permission groups can see them. It is for MSP staff. Liongard content is hidden until you share it. With no rules, neither your team nor your clients see any Liongard content on the Documentation page.

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Before you start

  • Your role needs access to Documentation settings (manage_settings_documentation).
  • The Liongard integration must be active. The Liongard tab does not appear without it. See Configure Liongard Integration.
  • Liongard must have imported its inspectors and systems. A system also needs to be linked to a company and not ignored.
  • Company permission groups must exist. If the page shows No company permission groups found, create them in Companies settings first.
These rules work within each viewer’s own tenant and company scope. They do not give a Company user access to other companies, set up compliance metric mappings, or change data in Liongard.

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Share an inspector type

Sharing an inspector type shares every eligible system of that type. Check how many systems it covers before you pick a broad group.
1

Open Documentation settings

Go to Settings > Documentation.
2

Open the Liongard tab

Click Liongard in the tabs at the top. The page has two sections, Inspectors and Individual Inspector Systems.
3

Find the inspector

In Inspectors, type in Search inspectors… to find the type. Search only changes which rows you see. Edits on rows hidden by your search are still saved.
4

Choose permission groups

On the inspector’s row, click Add groups and tick the Company permission groups that should see it. Tick All Permission Groups to match every group (it shows as an All Groups chip). Leave the row empty to share it with no group. Click the x on a chip to remove it.
5

Click Save

Click Save in the Inspectors section. Chip changes are drafts until you save. A message reads Visibility rules saved.

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Share an individual system

Use this when you want to expose one system, such as a single domain controller, without sharing the rest of its inspector type.
1

Search for the system

In Individual Inspector Systems, type a name in Search systems by name… and press Enter.
2

Add the right system

Check the company shown next to each result. Click the + button on the system you want. It moves into the list below.
3

Choose permission groups

On the system’s row, click Add groups and tick the groups that should see it. A system with no group chosen is not shared.
4

Click Save

Click Save in Individual Inspector Systems. This section saves on its own, apart from Inspectors.

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Remove access

1

Remove the type rule

In Inspectors, remove the groups from the inspector’s row and click Save.
2

Remove the system rule

In Individual Inspector Systems, remove the groups from the system’s row and click Save.
3

Check both

A system stays visible while either its inspector type rule or its own rule still grants access. Review both sections.

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Check who can see it

1

Reopen Documentation

Go to Documentation and open the Liongard inspectors tab.
2

Test with a Company user

A Company user sees an item only when a rule exists for its inspector type or system and the rule includes one of the user’s groups (or All Groups). Check with an account in the group you shared with.
MSP staff need a rule to exist, but they skip the group match. If staff can see an item, that does not prove a client can. All Groups removes the group match for that rule. It does not give anyone access to other companies. The Internal user access selector above the tabs is a separate control. It saves the moment you change it, and it does not replace Liongard sharing rules. Its Show all documentation and Show only shared documentation options cover your team’s view of documents, assets, configurations, and procedures.
Internal user access selector showing Show all documentation.

Internal user access control above the Liongard tab. Changing it saves immediately.

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Troubleshooting

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Frequently asked questions

No. An empty selection shares it with no one. Tick All Permission Groups if you want every group to match, then click Save.
No. Changes in Inspectors and Individual Inspector Systems are drafts until you click that section’s Save. The Internal user access selector is the exception and saves immediately.
No. Each section has its own Save. Save both when your change touches both.
No. Edits on rows hidden by search are saved too. Clear the search to review everything before you save.
No. It only removes the group match. Each viewer still sees only systems in their own company scope.
No. These rules only control what MSPortal shows.