Overview
👉 Learn about the many ways to organize your content Organizing your Products and Content.
Adding a Standard Product
Go PRODUCTS from the side menu
Click the blue add icon button
Choose the Standard Product Option
Select a Standard Product Template that fits your goal (Learn more about Standard Product Templates)
Give it a name and a short description.
CREATE to continue editing
Edit / Manage product pages
Click the title of a page to start editing a page.
Learn more about the page editor.
Sort the order of pages to manage the user's sidebar menu.
Manage Standard Product Settings
Learn More about Product settings.
Frequently Asked Questions
How do I "bundle" products together?
Collections allow you to group Standard Products and give access to whole groups of products under one access level. Learn More
How do I give users access to a Product?
Apply the product tag in your CRM (must have connector added).
OR
add the product to the user record under the User Access section. See User Management.
How do I preview a product?
Site Preview is coming soon. In the meantime, just log in as a user that has access to that product. More detailed instructions can be found here.