Once a Collection has been created, they can be managed in several different ways. Invited user policies can be updated within the Collection, Collections can be deleted, Collections can be archived, and Collections can be group for organization as well as share purposes.
Update an Invited User's Policies
After a user has been invited into a Collection, the Collection Owner can update their policies as well as remove them from the Collection.
To get started, select a Collection within the Collections Panel, then click on the More Options button located to the right of the Collection's name to reveal the context menu. Next, click on Info.
A Collection modal will appear allowing the user to adjust General and Members settings. Click on the Members tab.
Within the Members tab, the Collection Owner can:
Invite New members to the Collection
Delete a Member
Update a members policies by selecting the hyperlink Policies ##
Add in an optional Email Note
Set or adjust the Expiration Date
Scroll within this modal to view the users current General, Download, and Rating policies. Make an adjustment by selecting the checkbox next to the corresponding policy, then click Next to confirm the changes.
Click Make Changes to revisit the previous modal or click Update to finalize the changes.
An email will be sent to the user updating them of the changes to their policies.
Update User Collection Policy Request
When a user requests an update to their current Collection policies, the Collection Owner will receive an Email notification as well as an in-app notification.
Selecting the Go To Collection button within the email will open a Globaledit tab, navigating the Owner to the Collection's Info Page.
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Selecting the underlined Collection title within the notification will open a Globaledit tab, navigating the Owner to the Collection's Info Page.
Bulk Share Collections
Within the Collection library, users have the ability to bulk manage and share collections to other users within their organization.
Operating in the All Active view allows you to batch action Collections. Select the All Active tab at the top left of your Collections panel to bulk-manage your Collections:
- Select multiple Collection thumbnails by holding the shift key then clicking the desired Collections
- Right Click to view the dropdown menu and select Share
- Input the emails of users you wish to share with
- Assign Collection Permissions - these permissions apply to all users on the invitation
- Select Send
Group Collections
Grouping Collections offers a unique level of organization when multiple Collections exist in your Collection Panel.
If the collections are not grouped yet, add multiple collections to a New Group:
- Select multiple collection thumbnails to group
- Right Click to view the dropdown menu and select Group Selected (#)
- Name the New Group, then click Create
- The created Group (containing selected collections) will populate on left panel within the All Active View
If the collections are not grouped yet and need to be added to an Existing Group:
- Select multiple collection thumbnails to group
- Right Click to view the dropdown menu and select Move To (#)
- Select an existing group
Share all Collections within a Group
Within the All Active Collection View, select the Share Icon listed next to the Group or
Within the Collection panel, click on the More Options button located to the right of the Group name to reveal the context menu. Next, hover over Share then select Invite to Group.
Once the Collection modal appears, begin by typing the user's email address within the Invite List text field
Add an optional note, and set an Expiration Date
Scroll to select Policies (General, Download, and Ratings) that will allow the recipient(s) to perform actions on assets within the Collections.
Click Next to proceed to the confirmation page.
Click Make Changes to revisit the invitation page or click Invite to finalize the invitation process.
Tip: Collections shared as a group will appear grouped in the recipients dashboard!
An email will be sent to the invited user(s) alerting them of their invitation to the Collection Group.
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