Admin Co-Branded Assets Management — Product Tour

Full walkthrough

1. Enable → Assets holds every co-brandable asset. Its sub-menus are Asset Listings and Manage Categories — we start on Asset Listings.
2. View Assets is where admins upload HTML, HTML5 and PDF assets that partners personalize with their own branding. The application covers two capabilities: Asset Management and Asset Approval Management.
3. Add creates a single asset, Bulk Upload imports many at once, and Library Settings configures the Asset Library.
4. The category tree lists every asset folder with its count. Pick one to narrow the library.
5. Filter opens the asset filters. Press Next and we'll open it.
6. Filter Assets narrows the library by Status, Category and Source Type. Apply runs the filter and Clear resets it.
7. Assigned to You lists the assets made available to you; Created by You lists the assets you uploaded yourself.
8. Created by You shows only the assets Portal Admin uploaded.
9. The List and Grid icons switch between a detailed list and the card grid. Press Next and we'll switch to List View.
10. List View shows each asset's thumbnail, name and admin actions as buttons.
11. Each row also carries the admin metadata: Created by, Created On, Modified By, Modified On, Status, Source Type and Public URL.
12. Press Next and we'll switch back to Grid View.
13. In Grid View each card shows the asset thumbnail and its name, with an actions menu in the corner.
14. The admin card menu offers Visibility Configuration, Edit, Delete and Manage Zone.
15. Select an asset name to open its record. Press Next and we'll open Cloud Security Solution Brief.
16. View an Asset leads with Edit, then Delete, Visibility Configuration, Manage Zone and Clone. The arrows at the top right step to the previous or next asset.
17. Asset Information shows Asset Name, Status, Category, Source Type, Publish and Expiration Dates, Campaign, Is Manual Thumbnail, Created by, Approval Status, Public URL, Source File and Thumbnail Image.
18. Back on the listings, Add creates a new asset. Press Next and we'll open the form.
19. Asset Information holds everything about the asset. Asset Name, Status, Category and Source Type are required, and new assets usually start as Draft. Publish and Expiration Dates control when partners see it. Upload the Source File partners personalize and a Thumbnail Image for the library. Optionally link a Campaign, and tick Is Manual Thumbnail to keep your own thumbnail.
20. Press Next and we'll save the asset.
21. Q4 Partner Solution Brief now leads the grid. It's saved as Draft — its status shows in List View and on its record.
22. On the new asset's record, Visibility Configuration decides who can see it. Press Next and we'll open it.
23. Visibility Configuration sets where the asset appears and who it's assigned to.
24. Countries limits the asset to partners in the selected countries.
25. Languages limits it to partners using the selected languages.
26. Assign to picks users or groups and their access: Read Only or Read/Write. Partners default to Read Only; admins get Read/Write.
27. Press Next and we'll save the visibility configuration.
28. The assignment to Gold Partners is now logged in the assignment history.
29. Manage Zone defines the areas partners can personalize. Press Next and we'll open it.
30. Asset Zones and Properties shows the asset preview on the left with its zone toolbar and page controls, and each zone's properties on the right.
31. The Image tool adds a logo or image zone. Press Next and we'll add a Partner Logo zone.
32. Edit Partner Logo Properties sets Horizontal Alignment, Position From Left and Top, Vertical Alignment, Width, Height, Apply to Pages, Default Partner Logo and a Description.
33. Default Partner Logo auto-fills this zone with the partner's default logo. Only one zone per asset can be the default-logo zone. Press Next and we'll turn it on.
34. Add as many image zones as the asset needs. Press Next and we'll add an Insignia Logo zone.
35. Edit Insignia Logo Properties uses the same fields, positioned next to the partner logo.
36. The Text tool adds a text zone partners can fill in. Press Next and we'll add a Web Address zone.
37. Edit Web Address Properties covers Text, Font Family, Horizontal Alignment, Right to left, Vertical Alignment, Position From Left and Top, Font Size, Italics, Bold, Color, Line spacing, Width, Height, Apply to Pages and Description.
38. Press Next and we'll save the zones.
39. We're back on View an Asset. The three zones are saved and ready for partners to personalize.
40. Bulk Upload imports many assets at once. Press Next and we'll open it.
41. View Asset Bulk Upload lists each import by Name and Status. Use Create View, Search, Filter and Saved Filters to narrow the list, and the pencil to edit an upload.
42. Press Next and we'll add a new bulk upload.
43. Bulk Upload Information takes a required Name for the import. Content List is a three-sheet workbook: the category tree, the asset details (name, category, thumbnail, source file, languages, publish date and more) and the Asset Zone Properties. Content Zip carries the source files and thumbnails the workbook refers to. Status is filled in by the system as the import runs.
44. Press Next and we'll queue the upload.
45. The new import is queued with the status Pending.
46. Once processing finishes the status changes to Complete. Zones imported from Sheet 3 can be checked with Manage Zone on each asset.
47. Manage Category holds the asset category tree.
48. Each node's menu offers Edit, Add Subcategory and Delete.
49. Category Information shows the selected category's Name, Sort Order, Status and Description Text, with Edit and Delete buttons.
50. That's Co-Branded Assets Management: browsing and filtering the library, adding assets, Visibility Configuration, logo and web address zones, bulk uploads and categories.

Questions about this tour

What does the ZINFI Admin Co-Branded Assets Management product tour cover?

The Admin Co-Branded Assets Management tour walks through the module screen by screen in 50 guided steps. Admin-side walkthrough of co-branded assets — browsing and filtering the Asset Library, adding an asset, approving submissions, visibility and assignment, building image and text zones for partner personalization, bulk uploads, categories and partner logos.

Which platform and pillar does Admin Co-Branded Assets Management belong to?

Admin Co-Branded Assets Management is part of the ZINFI Unified Partner Management (UPM) platform, under the Enable pillar.

How long does the ZINFI Admin Co-Branded Assets Management tour take?

About 17 minutes at a normal pace — 50 guided steps through the Admin Co-Branded Assets Management module, part of the ZINFI Unified Partner Management (UPM) platform under the Enable pillar. The tour is self-paced and can be left and restarted from the beginning.

Do I need an account to take the Admin Co-Branded Assets Management tour?

No. There is no sign-up and no demo call. The tour runs in the live interface on sandbox records, so nothing you click changes real data, and you can exit at any step.