Content Groups: Creating
As content is written & configured inside SuccessPro, it can accumulate overtime. Content is written and intended for different audiences. Assessments & Goals/Roadmaps, as an example, may not be relevant to every single advisor-user within SuccessPro. Admins have the control to make this content visible or not to that user. Users may belong to one or many Content Groups. To get started, click Add Content Groups.
Enter a name for the Content Group which is required. Tile sequences should be assigned also and may require updates over time. A Best Practice it so set these in intervals of ten to allow future Content Groups to be inserted where sequencing preferences change over time. Check any boxes where a Dashboard Tab will be used for this Content Group before clicking Save.