Admin & Content Management

Manage the content lifecycle and control who sees what.

Upload asset

Add a new file with full metadata.

Edit metadata

Update owners, tags, and stages.

Assign owners

Route assets to the right team.

Set approval status

Draft → Needs Review → Approved.

Archive outdated

Remove from active library.

Set review dates

Schedule recurring content audits.

Admin

Full access across the hub.

Sales

Sales assets, pricing, proposals.

Onboarding

Launch trackers, tasks, QA, client intake.

Customer Success

Health dashboards, QBRs, templates.

Account Manager

Account plans, renewals, expansion.

Client View

Approved client-facing materials only.

Draft

Needs Review

Approved

Outdated

Archived