Banks act as repositories for a specific categorization of items. Items need to be associated with a bank before they can be added to Build.
Bank Administrator: Access to all Build tools within their organization.
- Create other bank administrators. The organization admin can create other bank admins. This admin would NOT view any other items without other item banks being shared to this individual.
- Users cannot create banks. Users can be assigned to bank permissions. (Note: Users can be made admins of a bank, but would not be able to create their own banks.)
Adding a New Bank
Step 1: Click on Banks at the top of the page, or the green Banks tab.
Step 2: Click on the Add Bank button (under the My Banks tab) and enter the necessary details on the page that follows:
- Release status: Choose Draft if not complete and/or not ready for viewing yet, or further changes are needed to be made. Choose Published for it to be accessible by all.
- Active: No to archive the bank, otherwise Yes.
Step 3: Click Save to complete and return to the bank list.
Here, the Actions column (rightmost of the Bank list) allows you to Edit, Preview, Publish, Activate/Deactivate, Delete or assign permissions to the corresponding bank.
Assign Bank Permissions to Users
Permissions to a bank may only be assigned by an Administrator.
An administrator can give bank administrator permissions to users. (Note: Users can be made administrators of a bank, but would not be able to create their own banks)
Bank Permissions
- Admin: Access to edit, delete, and assign bank permissions.
- Author: Access to add, edit, delete items and content.
- Viewer: View-only access to items and content.
Step 1: Click on Banks at the top of the page, or the green Banks tab.
Step 2: Search and locate the required bank from the list shown. Click on the 
icon in the right most column of the bank.
Step 3: On the Bank Permissions page that follows,
Step 4: Click on the Add Permission button and select the Recipient (user) name. The dropdown shows the usernames of those who may access the bank.
- Select the type of permission (Administrator, Author, Viewer) from the Permission dropdown and click Save.
Clicking on a bank from the list will show list of Bank Items and Bank Content. Use the Search field on the top right to locate a particular item from the list.
The Shared Banks tab shows a list of banks that a user has access to and have been shared by other users.