Enable Showpad features using Admin Settings

As an administrator, you can enable or disable certain features and integrations in the Showpad app. The options you see here depend on the plan you are on. 

This article explains the Features page in your admin settings, where you have the option to enable or disable features for your various user groups:

• Personal Uploads
• External Uploads in Shared Spaces
• Showpad Video
• Asset Commenting
• Custom App Accent Color
• Custom Login Logo
• Custom Exam Certificate Background
• Salesforce Activity Login

See how it works

 

See how it's done

Personal Uploads

When the Personal Uploads feature is enabled, users can upload their own files to My Files, Collections, and Shared Spaces. The total available storage for which users can upload personal content is determined by package:

• 10Gb for Essential customers
• Unlimited for Plus customers
• Unlimited for Ultimate customers

1. To enable Personal Uploads for all users, toggle the Personal Uploads feature on. By default, this is enabled for all users.
2. Click the carrot drop-down in the Personal Uploads section to open the user access options. 
3. Check the user groups that you want to have Personal Uploads enabled for. If you have many groups, you can quickly use the search functionality to find what you're looking for. 
   
4. Once you've selected the groups you want the feature enabled for, click Apply.
5. You will receive a warning message to ensure you're aware that any group you disable Personal Uploads for will lose any content they've already uploaded, including video recordings. URL assets and personalized versions of marketing assets are still available.
   Their uploaded content will be deleted from Collections and Shares, and they will no longer have access to the Microsoft Office integration. Any content they shared with prospects will no longer be accessible. Check the boxes signifying you understand the impact, then click Disable.

   Note: Disabling Personal Uploads after it was enabled significantly impacts your users' personal content.

6. Within the Personal Uploads section, there is also an Advanced Options tab.
   • Enable Restrict download to PDF if you wish to restrict all downloads of personal files that can be converted to PDF, to PDFs.
   • To allow users to upload files to the My Files or Shared Spaces from their Google Drive, enable Allow file import from Google Drive.
7. To allow users to edit Microsoft Office documents and/or Google Slides and store them in My Files, you must enable the Microsoft Office/Google Slides personalization feature(s). Learn more in this article. 
8. Toggling these features on only enables the feature itself. You will still need to mark individual assets as Can be personalized in order for users to have permission to edit the assets and store those versions in their My Files.
   If the personal uploads feature is not enabled, you will not see the Can be personalized permission option for assets.

Note: To simplify your process, we suggest creating a new user group and adding all users you'd like to enable Personal Uploads for. If a user is in multiple groups, of which some but not all have Personal Uploads enabled, they will have access to upload.

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External Uploads in Shared Spaces

This toggle allows users to enable external uploads in Shared Spaces. Their buyers can upload files directly to those Shared Spaces. You can select which user groups can allow uploads or enable it for all users.

Note: The Personal Uploads feature must be enabled for the user group using the External Uploads feature.

1. To enable External Uploads for all users, toggle the feature on. By default, this is enabled for all users.
2. Click the carrot drop-down in the section to open the user access options. 
3. Check the user groups that you want to have External Uploads enabled for. If you have many groups, you can quickly use the search functionality to find what you're looking for. 
4. Once you've selected the groups you want the feature enabled for, click Apply.
5. You will receive a warning message to ensure you're aware that any group you disable External Uploads for will no longer have it available in their Shared Spaces. Click Disable to confirm. 

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Showpad Video

When the Showpad Video feature is enabled, users can record and upload their own personal videos to My Files, Collections, and Shared Spaces. Using this feature toggle, you can enable or disable Showpad Video for your entire organization or select certain groups you'd like to grant access.

1. To enable Showpad Video for all users, toggle the feature on. By default, it is enabled for all users. 
2. Click the carrot drop-down in the Showpad Video section to open the user access options.
3. To enable this feature for only certain user groups, click Select Groups.
4. Check the user groups that you want to have Showpad Video enabled. If you have many groups, you can quickly use the search functionality to find what you're looking for.
5. Once you've selected the groups you want the feature enabled for, click Apply. Access to Showpad Video to all unchecked groups will be disabled.

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Asset Commenting

Similarly to My Files, you can enable and disable Asset commenting for the entire organization or certain groups. Allowing asset commenting means users can post comments on files, and as an admin, you have to option to respond to comments or remove them if necessary.

1. To enable Asset Commenting for all users, toggle the feature on. By default, it is enabled for all users.
2. Click the carrot drop-down in the Asset Commenting section to open the user access options. 
3. Check the user groups that you want to have comments enabled. If you have many groups, you can quickly use the search functionality to find what you're looking for. 
4. Once you've selected the groups you want the feature enabled for, click Apply. Access to asset commenting to all unchecked groups will be disabled.

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Custom App Accent Color 

• Find out more about this feature in this article.

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Custom Login Logo 

• Find out more about this feature in this article.

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Custom Exam Certificate Background

Reward your users with a branded certificate for their completed efforts in Showpad Coach. This is available for Showpad Coach Plus or Ultimate packages.

1. To enable Custom Exam Certificate Background for all users, toggle the feature on. 
2. Click Custom Exam Certificate Background to expand this settings panel. If you have a file ready, click Choose File to upload it. Otherwise, you can download the template in this panel.
3. When ready, click Apply. Your updated course image will appear on all course certificates across Showpad Coach.
4. Repeat and refresh as needed. The latest backgrounds will update automatically in past certificates.

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Salesforce Activity Login

If you have installed Showpad's Salesforce integration, you can control which user groups can log activity in Salesforce integration. 

1. To enable Salesforce Activity Login for all users, toggle the feature on. By default, it is enabled for all users.
2. Click the carrot drop-down in the section to open the user access options.
3. To enable this feature for only certain user groups, click Select Groups.
4. Check the user groups that you want to have Salesforce Activity Login enabled. If you have many groups, you can quickly use the search functionality to find what you're looking for.
5. Once you've selected the groups you want the feature enabled for, click Apply. The ability to log activities in Salesforce will be disabled for all unchecked groups.

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