Adding content to an account

Sharing content with Accounts

Upon the creation of an Account, no courses will be initially accessible, requiring the content to be shared with it first. This process informs Content Controller about the specific content that the designated Account(s) should have access to.

There are two methods for sharing: either from the Content page, allowing simultaneous sharing with multiple Accounts, or alternatively, from the Account itself, enabling exclusive sharing with that specific account.

How to share content to an individual Account

To add Content to an individual Account.

1. Navigate to the Accounts section then click on the desired accounts name to open it

2. Then, while inside the chosen Account choose the Content tab in the navigation

1. Click + Add in the top-right corner of the screen. Here you are presented with three choices. Add Content, Copy Folder and Create Folder. Since were are looking to add Content choose Add Content.

2. Select each course you’d like to add to the account in the Available Content column on the left and use the ▶ button to move them into the Selected Content column.

   1. Note sharing a Folder will share all content within it.

3. on the next step choose wether to apply a license or not to the Content itself. To learn more about this see Account license types and How licenses and license limits work

4. On the following step you may optionally add any relevant notes and then finally submit to share the content with the AccountIt is important to note that Sharing content with an Account does not immediately make that available to be used. It requires the final step of Dispatching. Please see the Dispatching article for further detail

How to share content with multiple Accounts

Alternatively, you may share content with multiple Accounts while on the Content page.

1. Navigate to the Content page

2. Click the checkbox next to one or more courses that you want to share with accounts.

3. Clicking the checkbox will reveal two additional buttons: MOVE and SHARE.

4. Click on SHARE.

5. The Select Accounts dialogue will appear. Select the accounts you want to share content with. Click the RIGHT ARROW to move the accounts into the Selected Accounts section.

   1. Note sharing a Folder will share all content within it.

6. If any of the selected accounts use License by Content limits:

   1. Select an available license or create a new one with CREATE LICENSE.

   2. Configure the Make License Active or Auto Rollover options.

   3. Choose an Effective Date

7. Confirm Account Sharing, and click SHARE.

If you need a more detailed step-by-step guide, our knowledge base covers adding content to accounts in more detail with screenshots.

It is important to note that Sharing content with an Account does not immediately make that available to be used. It requires the final step of Dispatching. Please see the Dispatching article for further details.