Lesson 11 · Understand your customers
Collections and permissions
Group calls by project and decide who sees them.
You’ll be able to
- Group calls around one project
- Control who sees a collection
- Turn a collection into a document
Read the docs
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Transcript
Collections group calls, signals and documents around one project or question.
In Library, open Collections and click Create Collection. BuildBetter opens a new, empty collection.
Give it a name. Open the menu, choose Rename, and type Pricing research.
Click Add, then Add Recording. Pick the calls you want and click Done.
Signals and documents go in from the same Add menu, and each kind gets its own tab.
Now decide who sees it. Open Access Settings and keep it private, share it with specific people, or open it to the whole workspace.
Once it's full, click Generate and choose Generate Document. BuildBetter writes one document from everything inside.
Next up, sharing.
