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 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.)
Adding a New Bank
- Click on Banks tab from the top of the page, or the green Banks tab to go to the Bank Management page.
- Under the My Banks tab, click on the Add Bank button and enter the necessary details in the page that follows.
- 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.
- Click Save to complete and return to the list of available banks
- The Actions column (rightmost column) allows you to Edit, Preview, Publish, Activate/Deactivate or Delete the corresponding bank.
- The Shared Banks
Add/update Bank Permissions
- Click on Banks from the top of the page, or the green Banks tab to go to the Bank Management page.
- Click on the icon, on the right of the bank name. This will direct you to the Bank Add Permissions page.
- 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.
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.