Creating a New Collection

Roles: Admins

Collections allow you to divide content by Groups, so that you can determine access and conveniently distribute knowledge. This feature simplifies the way that your team finds the Cards they need with priority search and content sharing that reflects how you currently share information.

Collections are designed to work with your team's unique set up. To provide an example as to how this might be implemented, think of a typical sales team. All Sales content is kept in a Sales Collection, owned by the Sales Experts and to which reps have read-only access. In addition to Sales processes, reps often reference marketing materials. Because the marketing team owns marketing assets and multiple teams access the materials their assets are in their own Collection and the sales team and managers have read only access. With this set up everyone can search across all of the content they need in one view. The steps on how to create collections for your team are included below.

How to Create Collections

  1. Navigate to the Team screen ( ), where the Team, Groups, and Collections are managed.
  2. Select the Collections tab and click 'Create A Collection'.

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  1. Name the Collection and add a Description. The name should concisely describe the content in the Collection. For example, a Collection containing all Support information could be called Support and a Collection containing FAQs related to the product would be called Product FAQs. The description can include additive details such as the specific topics covered.

  2. Select an Author for the Collection. The Author Group owns the Collection, so it's important to choose the Group that should be primarily in charge of the content.

  3. Choose the color of the Collection. Colors help your team distinguish Collections from each other.

  4. Select 'Save'.

  5. Once you've saved the Collection, you can edit access and permissions within it. Learn how to control Collection access here.

  • As a note, your users must be in the appropriate Group to access any net new Collections.