Standard Products Overview

Create and organize all your content with Products.

Updated over a week ago


πŸ‘‰ 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

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).


  • 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.

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