Congrats!

You've worked through the essentials of setting up Vault CRM Content Studio. You know how a Team hierarchy governs who can touch which content, how Connections turn Content Studio into a working bridge between your creative workspace and your Vaults, and how Users and Agencies put the right people on the right content with the right permissions. The business outcome is a workspace that's ready for your creators on day one, complete with access control, Vault connectivity, and branding governance already in place before the first template is ever built.

Learn More About Content Studio

To continue your learning, explore these resources:

Flight Simulator

Ready to try it yourself? Your challenge is detailed below. Follow along in the step-by-step interactive guide. You can then try it in your sandbox environment.

Challenge — Set up a new agency

Your organization is expanding Cholecap promotion into South America, and a local creative agency is coming on board. Set up everything the new market needs: a Team for them, a Vault CRM testing connection, an internal content creator, and an isolated agency workspace for the external partner.

  1. Navigate to the Teams tab.
  2. Select New Team.

  3. Populate the following fields:

    • Name – Enter South America
    • Parent Node – Select Cholecap
  4. Select Save.
  5. Navigate to the Users tab.
  6. Select New User.

  7. Populate the following fields:

    • Username
    • Email
    • Display Name
    • Permission Group – Select Content Creator
    • Deployment Permissions – Select Deploy to Sandbox Connections
    • Team – Select the South America Team
  8. Select Save.
  9. Navigate to the Connections tab.

  10. Populate the following fields:

    • Label
    • Vault Type – Select Sandbox
    • Team – Select South America
    • Vault URL – The URL of the appropriate Vault
    • Username – The username of the integration user
    • Password – The password of the integration user
  11. Select Save.
  12. Select All Actions > View Test Users for the new connection.
  13. Select Add Test User.
  14. Specify a username and password.
  15. Select Save.
  16. Navigate to the Agency tab.
  17. Select New Agency.

  18. Populate the following fields:

    • Name – Enter Cholecap Content Creation Team
    • Restrict Access to Own Agency Content – Select Yes
  19. Select Save.