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Content Portal

Use the Productsup Content Portal to present your latest product information catalog.

Introduction

As a product manufacturer, you probably want your sales team to present the latest product information as efficiently as possible. While the Productsup Data View does this well for platform users, you may not want to offer your sales team access to everything. Content Portal gives you that separate interface to present the latest product information.

Learn more about Content Portal by contacting support@productsup.com.

Content Portal components

Content Portal consists of two components, the Content Portal interface and the Catalog Export.

Here, you can log in to Content Portal. To set up the catalog export, see Set up the Content Portal Catalog export.

Note

You need admin access to set up and add new members and catalogs in Content Portal.

You should set up the Content Portal Catalog Export for your convenience. However, at this stage, you cannot save the destination. But don't worry; once you have added a catalog in Content Portal, you can save the destination.

Set up Content Portal

Admin account settings in Content Portal

  1. You can change the language settings from English (default) to French or German.

  2. Select Settings to access your account settings. There are three sections within the account settings: Account, Catalogs, and Users.

    settings.png
    • Account - From the General tab, you can edit the Account name, add a logo, and provide footer links to your Content Portal account. The footer can offer additional information to members. You can also change your account's default language in the Preferences tab.

    • Catalogs - To set up a Content Portal catalog, see Content Portal Catalog export setup.

    • Users - This lets you invite and manage members.

Invite and manage members to a catalog

  1. From the Settings menu, select Users, and Invite member to add your invitee's email address. Enter your invitee's email address and press your Enter or Return key.

    Tip

    After pressing the enter or return key, you can add multiple invitees in the email field.

    Invite members to Catalogs in Productsup
  2. Now assign one of the following roles for your invitee:

    • Admin

    • User

  3. Optionally, you can invite members to specific catalogs by selecting Invite to Catalogs. You have to grant member accesses per catalog.

    Invite members to Catalogs in Productsup

    Once you have chosen which catalog(s) you want to invite a member to view, select that catalog, and it appears on the right side. You can choose to select all or each individually.

    select_catalogs.png
  4. Lastly, select Send invitation to send an access link to your invited member via email. The invitation expires after seven days unless the invitee accepts it sooner.

  5. You can cancel an invitation by selecting Cancel invitation to Catalogs.

    Cancel invitations to Catalogs in Productsup
  6. When a member invitation expires, you can choose to resend or remove the invitation by selecting Resend invitation or Remove.

    Expired invitation to Catalogs in Productsup

Invite members to multiple catalogs

Use the multi-account feature to invite members to a catalog(s) in another account. To use this feature, you must be an admin and belong to at least two (2) accounts before granting access to a multi-account member.

  1. Go to the account you want to invite a member to by selecting the down-arrow next to your visible account. Scroll through and choose the account you wish to grant access to for a member.

    choose_catalog_homepage.png
  2. Select Settings, Users, and Invite member to add your invitee. Enter your invitee's email address and press your Enter or Return key.

    Tip

    After pressing the enter or return key, you can add multiple invitees in the email field.

  3. Now assign one of the following roles for your invitee:

    • Admin

    • User

  4. Optionally, you can invite members to specific catalogs by selecting Invite to Catalogs. You have to grant member accesses per catalog.

    Invite members to Catalogs in Productsup

    Once you have chosen which catalog(s) you want to invite a member to view, select that catalog, and it appears on the right side. You can choose to select all or each individually.

    select_catalogs.png
  5. Lastly, select Send invitation to send an access link to your invited member via email. The invitation expires after seven days unless the invitee accepts it sooner.

  6. You can cancel an invitation by selecting Cancel invitation to Catalogs.

    Cancel invitations to Catalogs in Productsup
  7. When a member invitation expires, you can choose to resend or remove the invitation by selecting Resend invitation or Remove.

    Expired invitation to Catalogs in Productsup
  8. Once your invitee accepts their invite, they can now switch between multiple accounts to view the catalog(s) you granted them access to by selecting the account drop-down arrow, scrolling to the account, and choosing the desired catalog, as necessary.

    switch_accounts.png
    choose_catalog.png

Add a catalog in Content Portal

In a few steps, you can add a catalog in Content Portal.

  1. Select Settings, Catalogs, and Add Catalog.

    add_a_new_catalog.png
  2. Enter a Name and Description, and select Save. You can later choose to make your catalog public so everyone can access it without credentials once you edit the catalog.

    describe_catalog.png

    The catalog now appears in your list of catalogs.

    catalog_settings.png
  3. Select the newly-created catalog to modify its settings.

    Important

    To finish the Content Portal Catalog Export setup, you must copy the Catalog ID from your catalog’s settings. See Set up the Content Portal Catalog export.

  4. If necessary, you can re-modify the name and description and choose to activate Public Catalog in the newly-created catalog by selecting Edit.

Modify catalog settings

Once you have completed and exported your Catalog Export, you can modify your Catalog settings.

In Content Portal, select Settings, then Catalogs, and choose your catalog from the list. See the following list of catalog settings to modify your catalog(s).

Permissions

  • Members: Select your added members so they can access and view each catalog.

Define what others see

Important

You can only use these settings when you have exported the catalog at least once.

  • Filter Categories: Select the categories and values that appear as filters.

  • Search Values: Select the values that are available as search values.

  • Assets: Select which attributes to show as assets.

  • Attribute Groups: Select which attributes you want to present as groups.

The catalog settings help you effectively present item information and tailor the user experience when browsing the catalog.

View and download catalog information

The following view is the first page a user sees after logging in to Content Portal:

content_portal_homepage.png

Switch catalogs: Select the catalog name in the top-left corner to switch between catalogs.

select_catalog.png

Category: Browse through the products based on categories that you defined in the catalog settings.

Search: You can search for values defined in the settings.

Download Catalog: Select to create a CSV or XLSX (Excel) file containing all product information found in the catalog. The catalog layout comes from your template file for the Content Portal Catalog export. You can also create a catalog for the selected products by selecting the checkmark for each item, then Export Selected Assets.

selected_items.png

Select a product to see specific product details.

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You can see all mandatory attributes on the right of the product image. View additional attributes, which are visible below the required attributes. If you have not added additional attributes to a group, you can see them via groups you defined in the catalog settings or under the section Other Attributes.

Print: Prepares the detail page for printing.

Export Assets: Select to create a zip file containing product assets.

Download: Create a product details CSV file for the selected product.