What is the Library?

Library Overview

The Library organizes all of the Published content (Files, Huddles and Learning Paths) that have been built in your company’s instance. SalesHood premium content, including Huddle Templates (Competitive Battlecard, Product Playbook, etc.), can be found in the Library as well.

You can navigate to the content library by clicking the Library tab on the Navigation Menu.

Once in the Library, you will see different Categories where your company content is located. In a brand new instance, SalesHood-owned Categories will appear:

You can view how much content is within each Category by the circled number in the bottom right of each Category:

From within a Library Category, you can also surface additional information about the content such as the Owner of the content, when it was created, and when it was last modified by using “List View”

External Facing Toggle

You can now enable files to be customer facing by enabling the external facing tag when uploading files. To enable this, select “Yes” next to external facing under tags when uploading a file.

In the Library, you can then toggle the external facing switch to see external facing files. You’ll notice that the category that the file is housed in appears, only the files tagged with external facing will appear when the category is selected.

Show Empty Categories

If you have a category folder with no content within, it will be hidden from view in the Library until content is added into it. You can toggle the “Show Empty Categories” switch to make these categories visible.

Library Organization Management (Coach and Publisher Role Only)

As a Coach or Publisher role user, you have additional abilities to organize your Library.

Hide SalesHood Default Categories

To “Hide” these default folders, you can do so in the Huddle Publisher:

Moving Content

Easily move content into another Library Category in a two ways:

  1. From the Content itself (on the Overview page of a Huddle, or the Start Here page of a Learning Path)
  2. By navigating to the Content in the Library Category and hovering over the content thumbnail to display the “…” menu

Note: Library Category folders will be hidden if there is no content. This means that they will not appear in the Library view, but they can be selected as a Category to move content into.

Once you begin creating content, the content will be automatically assigned to the built-in “TBD” Category by default unless it is reassigned to another Category.

Adding Categories

You can add new categories by using the “New” button on the top left of the Library:

Deleting Categories

Any Category that has been added to the Library beyond the pre-loaded Categories can also be deleted. This is done by hovering over the Category and clicking on the “…” that appears. If there is currently any content in that Category, SalesHood will move all content to the “TBD” category by default.

Editing Categories

In the same “…” you can also Edit any Category and change its Name and Thumbnail artwork.

For more on who can access what, please see our Library Access Logic article.

Pinning Categories to the Homepage

Pinning content to the Homepage is a great way to surface content categories right away for all users.  This is also done via the “…” menu upon mouse-over of a Category:

Which will then display the Category beneath all users’ To Do section:

Archive Categories and Content

Coaches have the ability to archive outdated, but valuable content found within their Library. This allows them to better organize their content, by allowing only the most current content to be immediately visible to users.

Using the same “…” in the top right corner of your selected content, if you select “Archive”, you can hide the content from view in the library.

This does not mean that the content is lost or inaccessible! The content can still be found and fully accessed by toggling the switch “Show Archived”.

Click here to learn more about Archived Content.

Permission Settings

Coaches and Publishers can assign who has access to a category in the library by selecting the “Permission Settings” option. Click here to learn more about setting Permissions

Categories using Category Permissions will be denoted by a small shield icon in the lower left of the thumbnail:

Final Note:

Remember, Only Huddles and Learning Paths that have been published will be found in the Library. Any unpublished huddles will be saved in the Huddle Publisher only.

Was this article helpful?

Related Articles

Leave A Comment?

You must be logged in to post a comment.