Articles on: Library

Getting to know your Library features - For Owners

In this article you will learn about all the features available to you as an Owner.

You can create 3 different types of portfolios.

All provide a different level of accessibility dependent upon user permissions (See permissions chart for more detail). Please see below:

Global - A portfolio that can be created by the client administrators and shared with all user.

Public - A portfolio that can be created by the client/partner/department owners. Note: Partner and department owners can only invite users that are associated with their partnership or department

Private - A portfolio that can be created by the client administrators. Client/partner/department owners. Note: Access is by invitation only

Main portfolio page explained

A - Create a portfolio

B - Invite and remove participants and reader

C - Rename a portfolio

D - Duplicate portfolio (including structure and participants)

E - Lock portfolio (If the folio is locked the participants lose the ability to edit it, but the owner/admin do not)

Create a portfolio

A pop up will appear after clicking onto the create portfolio button

A Add a title for your portfolio
B If your portfolio has been set as private you will need to invite your users in (see permission chart)
C Portfolio Access level are explained in the permission chart article

Create a Folder

A Click add folder
B Add your folder title
C You can move your folder to a different portfolio (access permissions apply)
D Don't forget to save

Upload files

A Click arrow to open up folder
B Click to upload your files ( a pop up will appear to allow you to select your file(s)
C Your files will show here
D You can sort the order of your files by drag and drop

Click here to see how to link your files to your products.

Learn more about Library permissions

Updated on: 05/06/2023

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