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  1. Select the More ellipsis to open the Permissions window.

  2. The Permissions window allows users to control visibility to the content.

  3. Available in inTouch: This toggle controls the content's use in an inTouch campaign.

    • Yes: Content is available for an inTouch campaign.

    • No: Content is not available to be used in an inTouch campaign. This is the default setting.

  4. Template Editable: This toggle controls if the content can be edited by a user when creating a task.

    • Yes: The content can be edited when creating a task. This is the default setting.

    • No: The content can not be edited when creating a task.

  5. Available in My Pipeline Task

    • Yes: Allows for editing Branch/Role/User visibility settings. This is the default setting.

    • No: Will not display the content in My Pipeline tasks.

  6. The archive allows users to safely store content for records or future reuse, ensuring easy retrieval and maintaining content organization.

    • Branch: Allows users to select Branch(s) from the drop-down.

    • Role: Allows users to select the Insellerate users that can see the content by their role in the system.

    • User(s): Allows the selection of the specific user(s) to have visibility to the content.

Using the Add / Edit Content Options

Child pages (Children Display)
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More About the Content Library

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