Assigning/Restricting Video Library Categories to a Specific Sales Team

Larger organisations may have teams of sales staff working in different countries or industry verticals. If your organisation splits the sales quoting activities into specifc sales teams then appropriate video library content can be allocated to each team.

This feature is useful when specific content is needed for sales quotes for a certain type of sale, for example, if a sales team operates in a certain industry vertical, then providing Videos relevant only to that industry is preferred.

Let's have a look at how QuoteCloud allows you to set this up.

From the Sales Quote Dashboard, click the Configuration main menu option and select Manage Users & Roles.

Next press the Team tab button to view the current sales teams

Next press the Edit button alongside the team you want to update:

Click on the Video tab to specify exactly which categories a sales team should use. By default a new sales team will have no restrictions applied, and you will see a page as shown below.

To restrict a sales team to only certain video library categories, first you will need to switch on restrictions, to do this click on the switch to make Restrictions Active the button will appear green and the label will change to Restrictions Active: Place visible folders on the Left

Now you will see two columns appear below the Restrictions switch. These columns are Assigned and Available, and indicate which video library categories are hidden from this sales team, and which are visible to them. 

Using the + or - icon you can move items from one column to the other.

After moving the correct video library categories from the Available column to the Assigned column, as shown below, this sales team will be allowed to use the categories "Product Demos", "Testimonials (AU)", "Product Training", and "Company Profile", but not the videos in the category "Testimonials (UK)".

Now click Save to commit your changes. 

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