This article applies to the following Content Automation permission levels:
| ❌ Contributor | ❌ Author | ✅ Designer | ✅ Admin |
Key terms
Input: An input is a globally accessible tag that gives authors the ability to populate an Outfit 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 Outfit 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.
Documents: 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 Admin/Designer?
A Designer is a user who has the ability to build templates for user's within their organization. Designers have edit access to all projects and their documents, as well as Admin access to the Assets and Templating tabs.
An Admin is a content automation user that has unrestricted access to all areas within the platform. Admins are the only users that are able to add users and edit teams as well as access the Account Settings tab.
How to Navigate the Platform as an Admin/Designer
The view for an Admin vs Designer will differ. The Admins view shows Projects, Approvals, Assets, Users and Teams, Templating and Account Settings. The Designer View shows Projects, Approvals, Assets, and Teams.
Admin View |
Designer View |
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. Learn more about Content Automation projects in the Creating Projects article.
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. You can find more information about the Asset Library in the How do I find an Image article.
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. Learn more about Requesting Document Approvals.
Templating
Admins and Designers will have the same access to this tab which allows them to update template information such as permissions, preset data and editing template code.
Users and Teams (Admin Only)
This will be hidden for a Designer as they have access to all teams. Admin users are able to add/remove/edit users and teams from this page.
Accounts Settings (Admin Only)
Admin users will be able to edit the setting for the account. This page also gives Admins the ability to edit the brand library (account colors, logos and snippets).
Webhook Deliveries (Admin Only)
If configured, this page will give a list of webhook requests that have been sent. Webhooks can be set up in the Account Settings page.