Share Collections with Colleagues Updated September 19, 2023 21:10 With the Collections feature, you can mix and match content provided by marketing and upload your own assets. They can be easily shared with colleagues, enabling seamless knowledge sharing and content presentation for similar conversations with buyers. By sharing Collections, you can exchange knowledge and presentations and personalize the assets to enhance your sales approach with buyers. Note: When sharing a Collection internally, your colleagues get a View only access. However, they can make a copy of the Collection to edit later. You can see an overview of your Collections shared internally and deactivate access to them anytime. You can also access a tab with all the Collections shared with you.If you decide to enable it, you will be emailed when a unique user has viewed a shared Collection for the first time.For Collections shared with colleagues, content availability is determined by permissions. If your colleague doesn’t have the same permissions as you do, the asset is blurred from the Collection. Key features Share Collections with colleagues View any Collection colleagues have shared with you Save a copy of those Collections You need this to succeed At least one Collection The quick way to awesomeness Navigate to the Collection you want to share Click Share with Colleagues Enable Collection sharing toggle Choose to Share by Email or Link Choose your success platform iOS Windows Desktop Web App See how it works on iOS See how it's done on iOS To share a Collection, navigate to the Content tab, and go to Collections. Tap the three dots menu next to the Collection you want to share, and select Share with Colleagues. Alternatively, tap the three dots menu and choose Share with Colleagues directly from inside the desired Collection. First, you will need to enable Collection sharing. To do so, enable the Collection sharing toggle. Now that the Collection sharing is enabled, check the informative message displayed in blue, and follow its instructions, if needed. Choose one of the sharing options. Share By Link if you prefer to send the link over to your colleagues via an external platform. Tap Copy Link. Choose Share by Email if you wish to send a personalized email to your colleagues. Add the email addresses of the internal recipients. Optionally, you can write a note to your peers. Tap Send. For both sharing options, you can choose if you want to be notified when the Collection is opened for the first time. Check or uncheck the Notification Settings checkbox according to your preferences. When Collection sharing is enabled, you will see a People icon below the Collection’s name. This will help you keep track of the Collections that are shared with colleagues and the ones only visible to you. You can revoke access to everyone you shared a Collection with by tapping the three dots menu next to it and selecting Share with Colleagues. Disable the Collection sharing by tapping the toggle. See how it works on the Web App See how it's done on the Web App To share a Collection, navigate to the Content tab, and go to Collections. Hover over the Collection you wish to share, click the three dots menu, and select Share with Colleagues. Alternatively, click the Share with Colleagues button directly from within the desired Collection. First, you will need to enable Collection sharing. To do so, enable the Collection sharing toggle. If you’re sharing content from within Experiences, you will get a message informing you that to view certain items in this Collection, recipients must have access to relevant Experiences. You can check the Don’t remind me again box and click Continue. Now that the Collection sharing is enabled check the informative message displayed in blue, and follow its instructions, if needed. Choose one of the Share options. Share by Link if you prefer to send the link to your colleagues via an external platform. Click Copy Link. Choose Share by Email if you wish to send a personalized email to your colleagues. Add the email addresses of the internal recipients. Optionally, you can write a note to your peers. Click Send. For both sharing options, you can choose if you want to be notified when the Collection is opened for the first time. Check or uncheck the relevant checkbox according to your preferences. When Collection sharing is enabled, you will see a People icon below the Collection’s name. This will help you keep track of the Collections that are shared with colleagues and the ones only visible to you. You can revoke access to everyone you shared a Collection with by clicking the three dots menu next to it and selecting Share with Colleagues. Disable the Collection sharing by clicking the toggle. Easily find all Collections shared with you by your colleagues by clicking the My Collections filter and choosing Shared with me. See how it works on the Windows Desktop App See how it's done on the WDA To share a Collection, navigate to the Content tab, and go to Collections. Hover over the Collection you wish to share, click the three dots menu, and select Share with Colleagues. Alternatively, click the Share with Colleagues button directly from within the desired Collection. First, you will need to enable Collection sharing. To do so, enable the Collection sharing toggle. If you’re sharing content from within Experiences, you will get a message informing you that to view certain items in this Collection, recipients must have access to relevant Experiences. You can check the Don’t remind me again box and click Continue. Now that the Collection sharing is enabled, check the informative message displayed in blue, and follow its instructions, if needed. Choose one of the Share options. Share by Link if you prefer to send the link over to your colleagues via an external platform. Click Copy Link. Choose Share by Email if you wish to send a personalized email to your colleagues. Add the email addresses of the internal recipients. Optionally, you can write a note to your peers. Click Send. For both sharing options, you can choose if you want to be notified when the Collection is opened for the first time. Check or uncheck the relevant checkbox according to your preferences. When Collection sharing is enabled, you will see a People icon below the Collection’s name. This will help you keep track of the Collections shared with colleagues and those only visible to you. You can revoke access to everyone you shared a Collection with by clicking the three dots menu next to it and selecting Share with Colleagues. Disable the Collection sharing by clicking the toggle. Easily find all Collections shared with you by your colleagues by clicking the My Collections filter and choosing Shared with me. Related articles Create advanced filters with ShowQL 2023 Add tags to label and categorize your content Share My Files content with Colleagues Using the search functionality