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Additional Information about Creating or Sharing ContentReview the following article articles to learn how to send or post content. Follow these quick links to learn how to create specific content types: |
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Select the More ellipsis to open the Permissions window.
The Permissions window allows users to control visibility to the content.
Set the Available in inTouch toggle. 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.
Set the Template Editable toggle. 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.
Set the Available in My Pipeline Task toggle.
Yes: Allows for editing Branch/Role/User visibility settings. This is the default setting.
No: Will not display the content in My Pipeline tasks.
Set the Archive toggle. 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.
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