How to Add Custom Details & Resources to Product Settings

Customize the details of your product. Share product-specific resources and information with those who need it. The visibility of these details can be customized and shared with the right audience:  fellow administrators, internally with educators, and publicly with parents or other external stakeholders.

Note: Only users with Organizational or Product Administrator roles are able to create and manage resources.

Navigate to Management > Products > Click on Product's Name > Product Settings

Summary of Product Settings

Product Name: Customize the name and/or logo of any product

Statuses*: Update the Product and Privacy Status

Badges*: Displays badges of tags assigned to this product

Organization Library Product State: See the “Active Since” date of a product, and archive a product to remove it from your library

Public Product Library Visibility: Override status visibility to share/not share specific products in the PPL

SSO Smart Launch: Insert custom launch link

Tags*: Edit System & Custom Tags

Contract/Students Affected: Add and edit cost, and contract expiration date

Comments from the Organization: Open text field

Resources: Add a file, URL, or open text.

Additional Details: Add and edit values in custom columns with Number, Date, Price or Text types

Lists*: View and edit tags assigned to the products via list

*visibility configured in the Settings Menu

Product Setting Details & Resources

Product Name & Logo

Click on the pencil icon to update the Product Name and Logo. The suggested dimension for a product logo is 125 x 125 px.

Statuses

Use drop down menus to assign product and privacy statuses.

Visibility of this product is dependent on the status visibility assigned in the setting menu.  For example, if the status: "Under Contract Review" is set to only be visible in the Admin Library, and the product "Acme News" is assigned "Under Contract Review", Acme News would not be visible in the Educator Library or the PPL.

For more information about status visibility see,  how to set and manage custom statuses.

Badges:

The badges displayed here are based on the tags that are assigned to the product. Tags can have images, called badges, associated with them that will show up in special places across the platform. For more information about badges see:  How to Use, Add and Configure Tags

Organization Library Product State

Archiving products allow you to maintain all of your districts custom settings and historical information attached to a product, while preventing it from appearing in any of your organization libraries or allow additional actions such as Feedback and RCE with Impact reports. This setting is also reversible, so an archived product and be requested and/or made active later.

Public Product Library Visibility

The products displayed in the Public Product Library follow the visibility rules set via the Status. If the visibility assigned to this status should not be applied, the toggle button can be used. When the Public Product Library Visibility toggle button is blue, the product is shared to the Public Library. If the toggle button is white/gray, the product is not shared to the public library. Click the "toggle button" to make an update, or revert back to the original rules using the "undo circle"

SSO Smart Launch

Add your organization's custom product link for easy access

Tags

System Tags: Can be hidden or made visible

Custom Tags: Can be applied or removed

Tag visibility follows the rule applied in the Settings. For more information, see "How to Add & Configure Tags"

Contract/Students Affected

Add Cost information and Contract Expiration Date

Note: This field should not be used for calculations. Pricing, cost and dates can also be applied to products via custom column. Custom Columns can be updated from the Product Management view without viewing the product details.  

Comments from the Organization

Add, edit and format text to share additional information about a product. Select the appropriate audience for this message (see below).  

  • Organization Library = this comment will be viewable by teachers
  • Public Library = this comment will be viewable in the PPL
  • Admin Library = this comment will only be viewable to Admin

Note: Don't forget to "Save Settings" before moving away from this field.

Resources

Create or upload a resource by clicking on the blue (+) icon. Add a file, URL, or text. Select the appropriate audience for this resource (see below). Save

  • Publicly = this asset will show in the Public Product Library
  • Internally = this asset will show in the organization’s library
  • Not checking either option will keep the asset within the administrator view only

Note: Use the system column "resources" in the Admin View of the library to see what products have resources attached to them.

Additional Details

Click on fields to add/edit Number, Date, Price or Text. Column creation and configuration is manged in the settings. See more, Edit System Statuses & Create Custom Statuses

Lists

Add and remove tags using checkboxes to easily communicate product specific information. Share data elements, checklists for processes, or additional contextual information with selected audience members.

Tag based lists displayed in the product settings are created and configured in the account settings. See more: Creating a List Tag and List visibility follow the rules applied in the account settings.  See More: Understanding List Item Visibility