How do I setup asset configuration tabs and categories?

How do I setup asset configuration tabs and categories?

Notes
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. 
Idea
Asset Configuration will set up the search features in Assets > View Assets page.

How do I set up asset configuration tabs

To set up this configuration, go to Setup > Asset Management > Asset Configuration


Elements of Asset Configuration 


Permissions - Configure who can see this folder. For example, show to all or show to specific user groups

Delete - Remove this folder from the asset configuration 

Cases - If cases are enabled, configure case management

Move - Change order of folders 

Sub Folder - Add Sub folder to this folder 

Preview saved configuration
Reset to last saved configuration
Configure asset configuration settings. This includes default asset sorting
Set asset recommendations for contacts and opportunities 


Editing Asset Folders 

To create a new folder, select Add New Folder 

To edit an existing folder, click on the edit icon. 


The folder editor will open. Here you will title the folder and select the content parameters. 

Configured Asset Types

Select the asset type that should appear in the folder. This asset type is based on how the content is created in the portal. For example, Web refers to landing pages and Personalized Documents are print templates.

Add Filters to your Tabs

InfoYou can associate filters/filter categories with each tab to further filter your assets.To include the appropriate assets in this tab, ensure the correct filter is applied as shown below.  Type in as many filters that you would like to use to sort assets into this tab.

When toggled to OR assets with any of the filters selected will populate in the folder 

When toggles to AND assets with all of the filters selected will populate in the folder 

Add Icon or Image 

Browse the icon gallery or upload a thumbnail to the folder. 

Recommendations Thumbnail image dimensions:  250px x  132px File Type: .jpg or .png


When all changes are complete, select “Save” or “Add”


Publish the New Configuration 

Once all changes have been made to each folder, the configuration can be saved. 


Save and Publish - this layout will be available to all users 

Save as Draft - this layout will be available only through the admin configuration page & not visible until published


Below are examples of common folders created & the associated configuration.


Folder Name: Case Studies

Configured Asset Type:

  • checked

    Documents

  • checked

    Videos 

Filter: Case Studies


Folder Name: Emails

Configured Asset Type:

  • unchecked

    Email


Folder Name: Co-branded Content

Configured Asset Type:

  • checked

    Personalized Documents

  • checked

    Web

  • checked

    Emails

  • checked

    Personalized Videos 

Filter: 

Co-branded


Info
Add or Remove Assets from Asset Configuration Folders

A new option has been introduced on the Asset Configuration page that allows Super Admin users to manually add or remove assets from existing folders. This feature provides greater flexibility in managing folder contents beyond the initial folder setup, enabling administrators to fine-tune which assets appear in specific folders without needing to recreate or reconfigure the entire folder structure. This capability is particularly useful when you need to include specific assets that may not match the original folder’s filter or category criteria, or when you need to remove assets that are no longer relevant to a particular folder grouping.

Notes

Note: This feature is not enabled by default. To activate it for your portal, please submit a request to support@mindmatrix.net.

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Key Highlights

  • Manual Asset Management: Administrators can manually add assets that are not currently part of a folder, or remove assets that are already associated with a folder.

    • Provides flexibility to customize folder contents beyond the original filter or category-based setup.

  • Two-Section Panel: The Add/Remove Assets panel is divided into two clear sections, Not Added and Added, making it easy to identify which assets are currently included or excluded from the folder.

  • Automatic Filter Inheritance: When assets are manually added to a folder that uses filter-based or category-based configurations, the system automatically applies the appropriate filters to the newly added assets.

    • This ensures consistency and eliminates the need for manual filter assignment after adding assets.

  • Super Admin Access Only: This feature is restricted to Super Admin users, ensuring that folder structure and asset organization remain under controlled, authorized management.


How It Works

Once the feature has been enabled for your portal, follow these steps to add or remove assets from an existing folder:

  1. Navigate to the Asset Configuration page (Setup > Asset Configuration).

  2. Hover over the folder where you want to add or remove assets.

  3. Click the “Add/Remove Assets” button that appears on the folder.

  4. A panel will appear displaying asset-type folders based on how the folder was originally configured.


The panel is organized into two sections:

  • Not Added – Displays all assets that are not currently part of the selected folder.

    • Select the desired assets from this section and add them to the folder.

    • Once added, the changes will be immediately reflected under View Assets.

  • Added – Displays all assets that are currently associated with the selected folder.

    • Select assets from this section to remove them from the folder.



Behavior Based on Folder Configuration

When assets are manually added to a folder, the system automatically handles filter and category assignments based on how the folder was originally configured. This ensures that newly added assets remain consistent with the folder’s existing structure.


Filter-Based Folder Setup

If the folder was originally configured using filter associations, any assets added manually will automatically inherit the filters associated with that folder. This means you do not need to manually assign filters to newly added assets — the system handles it seamlessly to maintain folder consistency.



Category-Based Folder Setup

If the folder was originally configured using categories, selecting and adding assets will automatically apply the filters associated with the selected category. This ensures that category-based organization and filtering remain intact even when assets are added manually.



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Benefits

  • Greater Flexibility: Easily manage folder contents without recreating or reconfiguring entire folder structures.

  • Time Savings: Quickly add or remove assets with a few clicks, reducing the manual effort required to maintain organized asset folders.

  • Automatic Consistency: The system ensures that all manually added assets inherit the correct filters or categories, maintaining data integrity across your asset library.

  • Controlled Access: Restricted to Super Admin users, ensuring that changes to folder contents are authorized and managed appropriately.


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Conclusion

The Add/Remove Assets feature on the Asset Configuration page provides administrators with a streamlined way to manage folder contents after initial setup. Whether you need to include additional assets that fall outside the original filter or category criteria, or remove assets that are no longer relevant, this feature simplifies the process while maintaining organizational consistency.


By automatically applying the appropriate filters and categories to manually added assets, the system ensures that your asset library remains well-organized and easy to navigate for all portal users.




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