| ✅ Contributor | ✅ Author | ❌ Designer | ❌ Admin |
Key terms
Input: An input is a globally accessible tag that gives authors the ability to populate a Content Automation document with content. There are various types of inputs that can be utilized to help make documents as customizable, or as stringent as necessary. Inputs come in different types which are appropriate for different forms of content.
Content Automation Asset: Image resources that can be uploaded into Content Automation templates. This may include logos, social media graphics, illustrations, photography etc.
Content Automation Asset Library: The Asset Library is where all your assets are stored.
Document: Documents can be created by users from their available suite of templates. Documents are the individual pieces of collateral that live inside a project folder e.g. brochures, web ads, signage, business cards, social media tiles etc. These documents can be edited based on the inputs available in that template. Documents may or may not require approval in order to be exported, downloaded, shared or printed.
Project: Projects are folders that house a selection of a user’s documents.
Team: A selection of users belonging to a certain department, location or sub-brand.
What is an Author/External Contributor?
An Author is a Content Automation user that has access to edit and change particular inputs and assets within a document, based on a template that has been created by the client for use.
An External Contributor is user who is given temporary access to a document with the view to edit and make changes without having full access to the platform and operates under a limited scope of use.
How to Navigate the Platform as an Author/External Contributor
Above is the platform when viewed as an author. There are several key areas you are likely to use which include the Global Search, Notifications and Activity and the Left Hand Navigation Area.
Global Search
This allows you to search for Projects, Templates and/or Documents that you have access to.
Notifications Tab
This includes both Notifications and Activities. The Notifications section on the left hand side shows actionable items or items that have been actioned. The Activity section on the right hand side shows activity relating to your team.
Navigation Menu
Projects
This takes you to your project page where you can view either your own projects or all of the projects you have access to, meaning those belonging either to yourself or to any member of any teams that you belong to.
Assets
This option takes you to the Asset library where you can view any assets you have uploaded and all the assets that have been uploaded to the general account.
Approvals
This tab allows you to view all of the items that are pending approval, awaiting review from yourself or have been approved. Depending on your access, some documents in outfit require approval before they are able to be exported. This tab allows you to view the status of any of your approvals.
Teams
This tab allows you to view any and all of the teams that you belong to. While Outfit is a collaborative platform, some of our templates are team restricted so here is where you would be able to find which team you have access to in order to request further access.