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Select the More ellipsis to open the Permissions window.
The Permissions window allows users to control visibility to the content.
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.
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.
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.
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
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More About the Content Library
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