How to Creating and Managing a Collection in Virtual Tour

Step 1: Access the Crezlo Dashboard and Collections

To begin creating a new collection, you must first navigate to the correct area of the Crezlo platform.

  1. Log In to Crezlo: Securely log in to your Crezlo account using your credentials.

  2. Navigate to Collections: Locate the sidebar menu on the left side of your dashboard and click on the “Collections” option. This will open the main Collections management page.

Step 2: Initiate the Collection Creation Process

Once on the Collections page, you can start building your new resource hub.

  1. Click "Create Collection": On the Collections management page, look for and click the “Create Collection” button.

  2. Access the Creation Form: Clicking the button will trigger a new window or form to appear, which is where you will define the core characteristics of your new Collection. This form will prompt you to select a template and enter the Collection Name.

Step 3: Define Collection Details and Settings

In this step, you will fill out the required information and set the foundational details for your Collection.

  1. Select Template:
  • Choose a template from the drop-down menu that best aligns with the primary type of content you plan to house in the Collection (e.g., Blog, Product, Chat, Course, Document, etc.). Selecting the correct template will pre-configure certain settings and display options relevant to that content type.
  1. Collection Name:
  • In the "Collection Name" field, enter a clear, descriptive title that immediately tells users what the collection contains (e.g., "Onboarding Documents for New Hires" or "Q3 Marketing Campaign Assets"). This is the title users will see on the platform.
  1. Description (Optional but Recommended):
  • Add a detailed description to explain the purpose, scope, or content overview of the collection. This context helps users quickly determine if the Collection is relevant to their needs.
  1. Thumbnail (Optional but Recommended):
  • Upload an image or logo that will serve as the visual identity for the Collection. A distinct thumbnail aids in visual recognition and brand consistency.
  1. Permissions and Categories:

  • Set the necessary visibility and access permissions for the Collection (e.g., public, private, or visible only to specific user groups or roles).

  • If applicable, categorize the Collection to improve searchability and organization across the platform.

Step 4: Add and Organize Content Items

After setting the initial details, you will populate your Collection with the actual resources.

  1. Access Content Picker: Click the “Add Content” button (This is an assumed action following the creation of the shell, though the visible button is "New Item" which serves the same purpose of adding content).

  2. Select Resources: A modal will appear, allowing you to select the various items you want to include. This can include:

  • Existing documents (PDFs, guides, policies).

  • Feeds (news updates, external articles).

  • Courses (e-learning modules, training programs).

  • Any other platform resources.

  1. Save and Organize: Once you have selected all desired resources, click to save your selections, which adds them to the Collection. You can then return to the Collection view to organize the content, such as setting the display order or grouping items by sub-category.