Category Permission Settings: How Do I Make a Category Accessible to Particular Users?

Within Saleshood, sometimes you would like content in your Library to be accessible to certain users in the instance.

Coaches and Publishers have the ability to assign particular Teams, Groups, Segments, and Individuals to have access to a category in the Library. They also have the ability to view all Categories regardless of the permissions.

Only Individuals and Managers granted permission will be able to view the Category and the content within it.

How to Set Permissions

1. In the Library select the “…” in the top right corner of folder icon and select the “Permission Settings” option

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Note: If you are adding new subcategories to a Category with permissions set, those sub categories will inherit the parent category permissions. If you are adding permissions to a category with pre-existing subcategories, the sub categories will not inherit the permissions.

2. In the Permissions Box, use the ” Controlled Access to Category Content” toggle switch to turn the option on and off

3. Once turned on, use the search box to search the name of the User, Team, Group, or Segment you wish to add. Click on the box next to the name to make a selection. Once you have made your selection click on “Done” to add the users.

How to Remove a User from Permissions

To remove a user, in the Permissions screen click on the check box to select the name of the users you want to remove. Once you’ve selected the users, select the trash bin to remove the users from the list.

If you would like to turn of the Permissions for the Category, turn the toggle the “Controlled Access to Category Content” switch off and select done.

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