Assembly collections allow you to organize important flows, files, links, posts, tasks, and people into folders that can be shared with other people in your company. Easily bring all of your work materials into one convenient place and pin the most important things for easy access. Follow the steps below to get started!
What to expect
You must be using the new Assembly experience to take advantage of our collections feature.
All Assembly plans have access to this feature, however controlling who has permission to share collections depends on your plan level and admin settings.
Who has permission to create and share collections?
Every user can create a collection, but only users with permission can share them.
For Starter and Lite plans, everyone in the company will be able to create and share collections with anyone in the company. This cannot be adjusted unless you upgrade.
For Standard and Premium plans, you can restrict who can share collections to managers and admins, or admins only.
Additionally, only collection owners and collaborators who meet the above permissions can share the collection.
For example, if the permissions are set to ‘Managers’, only collection owners and collaborators who are also Managers (or admins) can share a collection.
Who will see the collections?
Anyone who creates a collection will always see their own collections in their collections tab.
Anyone with whom the collection is shared will also see the collection in their collections tab.
Create a collection
First, make sure you are using the new Assembly version. To switch to the new Assembly version, turn the toggle at the top of your Assembly screen to the ON position.
Click the ‘Collections’ filter
Click ‘Create a collection’
Give your collection a name, description, and choose the emoji and color you want the collection folder to have.
Add items to the collection
Add items to a collection
From anywhere on your discover page, ‘All’, ‘Flows’, ‘Posts’, ‘Files’, ‘Tasks’, and ‘People’, find the item you wish to add to your collection
Click the 3-dotted menu on the item
Click ‘Add to a collection’
Select the collection you wish to add it to and click the blue ‘Add to collection’ button.
Rearranging the order of collections
To rearrange the order of your collection, go to your collection on the collections tab..
From the collection header’s, click the 3-dotted menu.
Click ‘Move collection up/down’ depending on which direction you would like to move the collection.
Rearranging the order of items in the collection
To rearrange the order of items in your collection, go to your collection on the collections tab.
Click the collection item’s 3-dotted menu.
Click ‘Move item up/down’ depending on which direction you would like to move the item.
Sharing a collection
To share a collection with other people in your organization, you first must have permission to share (see the next section for how to configure these permissions)
If you have permission to share a collection, go to the collection on the collections tab.
Find the collection you wish to share, and click the ‘Share’ button.
From there, you can select individual people or specific rules to specify who you would like to share the collection with.
You can choose whether the people or rules you share the collection with are collaborators or viewers of the collection.
Collaborators can modify the collection, by adding or removing items, or by sharing it with others. Viewerscan only view the collection and they cannot edit it.
Configure collection sharing permissions
NOTE: only Assembly admins on the Standard or Premium plans can adjust these permissions.
First, make sure you are using the new Assembly version. To switch to the new Assembly version, turn the toggle at the top of your Assembly screen to the ON position.
From your profile menu dropdown in the top right corner of your screen, click ‘Go to Admin’.
Under ‘Flows’, click ‘Permissions’.
Under ‘Set who has permission to share collections’, change your settings.
