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Banks act as repositories for a specific categorization of items.B

Bank Administrator: Access to all Build tools within their organization.

  • Create other bank administrators. The organization admin can create another 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.)

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.

My Banks

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. 

Add Bank

1. Click 'Add Bank' 

Name: Enter name for the bank to be created.

Description (optional)

Organization (optional)

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.

2. Clicking 'Save' will redirect you to the list of banks available. 

3. From the 'Actions' column (on the right), you may Edit, Preview, Publish, Activate/Deactivate, or Delete the corresponding Bank.


Shared Banks