Admins can store and manage sales-related content in a centralized repository within WorkRamp. CMS assets will be available to Employees when they are added to Libraries that your Employees have access to.

To learn about the CMS experience for Employees, see: CMS for Employees.

Within the Admin Console, the CMS can be found in the top line navigation:

This is only available to customers who have purchased the add-on.

All Admins will have access to the CMS, if you would like certain users to only have CMS access, create a permission profile for them that includes "CMS Management":

To add an asset to the CMS, click the “+ Add” button in the top left corner of the screen.

From there, you will have the option to create one of two asset types: File or Link.

Upload a file to the CMS, or add a link by pasting in a URL. These will be individual assets that admins can keep updated, and will later become available to Employees by way of Libraries.

The maximum size for an uploaded file is 1GB.

To edit content, click the “Edit” button in the top right corner of any asset:

This will open a drawer, where you can edit the metadata associated with that asset.

In order to keep your CMS assets up to date and trusted by your audience, there is an optional setting that allows you to set up a verification workflow for your assets.

To begin, move over to the Verification tab in the asset edit drawer:

By default, verification is not required for assets.

In order to set up asset verification, first choose an "Interval" from the dropdown. You can select from options that will require a reviewer to verify these assets at this interval.

After you choose an interval, you'll see the approximate date that this asset will be verified until. On this date, the asset will become "unverified" until a CMS Admin replaces it, or verifies that it is still accurate and up to date.

You'll want to make sure that a particular CMS Admin is notified when the asset is approaching an unverified state. Search to find any CMS Admin (WorkRamp Admins + those with the CMS Permission) or select "Notify all CMS Admins" but note that this will message the entire list you see here.

Now that your CMS asset has verification configured, you can see from the CMS asset overview page that this asset is verified until the date based on the interval you set.

Designated Reviewers will receive two emails prompting them to verify the asset.

This is the email that they will receive the date the asset is unverified:

When they click "Verify Now", or if they navigate to the asset overview page, they can click "Verify" near the title of the asset:

This will open a page that allows them to view the asset, replace it, or verify it without any action:

Assets that will require verification soon can also be managed from the CMS Dashboard. In order to verify assets without viewing each individually, click the "Verify" link from this page, and the date will reset based on the interval already set.

Assets added to the CMS will not be accessible to Employees until they are added to a Library.

The quickest way to add a CMS asset to a library is to use the shortcuts from the CMS, which can be accessed from the middle of the page, or from the dropdown.

If you would like to upload files in bulk to your Libraries, just open the Library from your Content tab in the Admin Console, and click the “Add” button to find content. Navigate to the CMS tab, and select assets here, and click “Add”.

Don’t forget to make sure the Library is accessible to your Users & Groups so that your Employees can access all of the CMS content you have curated.

Once admins have curated Asset Libraries for their Employees, Employees will have access to all of the content, to discover through search, by browsing libraries, and through the Chrome Extension. Here is what the assets will look like in a Library:

To learn about the CMS experience for Employees, see: CMS for Employees.

To control who will be allowed to view this file, move to the Share tab in the edit asset drawer.

By default, all assets will be allowed for internal sharing. Optionally - admins can allow an asset to be shared externally by Employees through Libraries.

When an asset has "Allow external sharing" turned on, clicking the link from the cards or tables in Libraries, or the Share button on an overview will open a dropdown menu that has the enabled Share Externally option:

When each employee clicks "Share Externally" they are generating a unique link that is unique to them, and the moment they click the button. This makes it able to be tracked, when it is sent to external parties.

When the external party opens the link, they will be asked to enter their email address to self-identify before viewing:

The employee will then receive an email when the external party has entered their email address and viewed the content:

Admins will get to see all activities from the CMS Asset overview page:

The CMS Dashboard shows aggregate data about how all of the assets stored in your CMS are being engaged with by your end user employees.

Sort by columns to discover the level of engagement each asset has, or click on the Export CSV button in the top right corner of the Dashboard to see each engagement activity across all assets.

By clicking on an asset title, or by navigating to a CMS asset overview page, you can easily view the total number of shares, views, downloads or copies that an individual asset has.

There is also a table of "Recent Activity" that shows engagement with the asset by your employees.