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
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- other bank admins. This admin would NOT view any other items without other item banks being shared to this individual.
- Users cannot create banks.
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- 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
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Banks at the top of the page, or the green Banks tab
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.
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Step 2: Click on the Add Bank button (under the My Banks tab) and enter the necessary details
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on the page that follows
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:
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- Release status:
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- Choose Draft
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- if not complete and/or not ready for viewing yet, or further changes are needed to be made.
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- Choose Published
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- for it to be accessible by all.
- Active:
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- No to archive the bank, otherwise Yes.
Step 3: Click Save to complete and return to the bank list
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.
Here, the Actions column (rightmost of the Bank list) allows you to Edit, Preview, Publish, Activate/Deactivate, Delete or
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Add/update Bank Permissions
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assign permissions to the corresponding bank.
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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
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.
Step 2: Search and locate the required bank from the list shown. Click on the 
icon
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in the right most column of the bank
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.
Step 3: On the Bank Permissions page that follows,
Step 4: Click on the Add
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Permission button and select
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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
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- the Permission dropdown and click Save.
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.
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.