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. 

  1. 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.