Sharing Assets

Assets in the platform are shared externally through Portals, which provide a secure and structured way to deliver curated content to external audiences. Sharing is always subject to user permissions and can be done from the Library or directly within the Portals section.

Overview of Sharing Methods

There are two primary ways to share assets:

Quick Share: Initiated from the Library view. This creates a Portal without linking to an Account or Contact. It’s useful for fast, one-off shares.
Standard Share: Also initiated from the Library. This option allows the user to create a Portal and assign an Account and/or Contact to the share. More suitable for ongoing collaboration or account-based engagement.

In both cases, a Portal record is created, and a unique link is generated for external use. Users must have appropriate sharing permissions to access these options.

Types of Portals

In the Portal section, users can also create:

Dwelling Portals: Used to share content assigned to a specific Dwelling.
Folder Portals: Used to share the contents of a specific Folder.

Note: The configuration of Portal types is subject to upcoming UI updates and improvements.

Portal Access & Settings

Each Portal can be configured with a set of access and display settings:

Access Settings

Allow downloads
Allow re-sharing
Require password
Require email (any email, specific email, or email domain)

Portal Display Settings

Welcome text on the main portal page
Welcome text and description on the authentication screen

These settings help tailor the experience and ensure only authorized users can access the shared assets.

Notes on Permissions

Access to sharing features—including Quick Share and standard sharing workflows—is determined by user permissions. If a user does not have sharing rights, these options will not be visible or available in the interface.

Additional Information

For individual file reuse in external platforms (e.g., websites or newsletters), you may use the Public Link feature.

Learn more about how digital assets are managed and structured in the platform here: More About Digital Assets.