Articulate 360 Teams: Where to Find Transferred Content When Someone Leaves Your Team
When someone leaves an Articulate 360 Teams account, an admin must transfer that user’s shared content to another team member. They can choose to also include the user's personal online content. The new owner has full control over the transferred content, including Rise 360 content, label sets, question banks, collaborator access, and block templates; Review 360 items; and Storyline 360 team slides. Here’s what the new owner sees in their Articulate 360 apps. Rise 360 Review 360 Storyline 360 Rise 360 As the new content owner, you get all the Rise 360 courses, microlearning, collaborator access, custom label sets, block templates and question banks that belonged to the user who left your team. Content In Rise 360, the previous owner's content and folder structure are preserved and added to your private and team directories. In the My Shortcuts section, you'll see a new folder named after the user who left your team, which includes links to all the transferred content. Hover over a content tile, click the More (...) icon that appears, and select Go to current file location to find the original file. Here are some tips for working with transferred courses: The transfer folder is a My Shortcuts folder. It's only visible to you, contains links to content (not the content itself), and isn't preserved when an admin transfers your content to someone else. To keep transferred content together permanently, move them to a folder in your private or team directory. You can rename or delete the transfer folder. Click the More (...) icon beside it to see these options. Deleting a transfer folder also deletes all shortcuts it contains. By default, content is sorted by recently edited. To sort by title, click the Recent drop-down list at the top and select Title. Collaborators retain access to any content that was shared in the team section. Custom Label Sets The previous owner's custom label sets also get transferred to your account if the transferred courses use them. You’ll find them in your course settings. Learn more about text labels. Block Templates You have full control of all shared and private block templates (if the latter is included in the transfer) created by the user who left your team. You’ll see Edit and Delete icons when you hover over these block templates in Rise 360. Learn more about block templates. Question Banks If the admin included private content, all of the user's private question banks and question bank folders will appear in your private library. You have full control of all private question banks created by the user who left your team. And you become the owner of any question banks they've shared to the team folder. Learn more about question banks. Review 360 In Review 360, if the admin included personal content, you’ll see a new folder in the Private directory named after the user who left your team, as shown below. We call this folder the “transfer folder.” (If the user had no Review 360 items, you won’t see a transfer folder on your dashboard.) In the transfer folder, you'll see all the user's Review 360 items from the previous owner's account in the same folder structure. Click the ellipsis (...) on any item to see all the options for managing that content. For example, you might move the item from the transfer folder to another folder in your account. Learn more about managing Review 360 content. For shared content, the folders and items remain in the same location in the Team directory but you'll now have owner permissions. Tips for Managing Transferred Items You have full control of transferred content, both personal and shared, including all existing comments and Storyline 360 project backups. Transfer folders function as regular folders. You can move Review 360 items and folders in the transfer folder or create new subfolders. The previous owner's folder structure is also preserved up to six levels. If there are more than six levels, everything beyond the sixth level is moved into the sixth-level folder. The previous owner's deleted Review 360 items are also transferred to your Deleted Items container in a new folder, specifying it contains their deleted items. The search feature in Review 360 searches all projects in all folders, including the transfer folder, but it doesn’t search your Deleted Items container. You'll also own reviews requested by the person who left the team. Storyline 360 You have full control of Storyline 360 team slides that the previous owner shared with your team. As the new owner, you can update, delete, and restore these team slides right from Storyline 360. Learn more about team slides. Tip: If the previous owner deleted any team slides, they’ll appear in the Deleted Items folder. You can restore or permanently delete them.Review 360: Share Items with Team Folders
Create shared team folders in Review 360 to organize your content and assign permissions. Allow multiple authors to publish new versions of the content you shared in these folders for better collaboration. Share Folders and Items Understand Tasks and Permissions Publish Collaboratively Get Answers to FAQs Share Folders and Items Move Review 360 items to the Team directory to share them with everyone on the team and let them publish new versions. Share them in folders to stay organized and customize the share settings. There are two ways to move folders and items. Hover over a single folder in the sidebar or an item card in the main window and click the More (...) icon, then select the Move option. Move multiple items and folders by clicking the checkboxes that appear when you hover over them in the main window, then clicking the Move icon on the dynamic action toolbar at the top. Then, you have three where you can move your selected items and folders, each with slightly different steps. Team Root Directory Select Team from the tree directory and click Move. If you're moving a folder, click Set share settings. Add the Everyone group or choose specific team members in the folder share settings, then click Save. Note: Everyone on the team has editor permission for items in the team root directory. See the Understand Tasks and Permissions section below for more details. Existing Folder Select a folder in Team, then click Move. If you're moving a folder, Review 360 adds the share settings of the parent folder to the folder you moved. Learn more about permissions. New Folder Select a location in the Team section and click the Create new folder icon in the lower-left corner. Give your new folder a name, add/remove team members, and click Save. Note: Moving items to different folders or directories does not change their share link. When you move a folder, the folder structure is preserved up to six levels. If there are more than six levels, everything beyond the sixth level is moved into the sixth-level folder. Unshare a Folder or Item Unshare a folder or item by moving it anywhere in your Private directory. Use either of the two ways to move folders and items discussed above, then select a location in the Private section. Only owners can move folders and items they've shared. If you unshare a folder that contains folders or items owned by others, those folders and items are also unshared and moved to their Private directories. Delete a Shared Folder or Item Select folders and items as mentioned above, click the More (...) icon, and select Delete. Only owners can delete their shared folder or item and move them to their Deleted Items folder. If you delete a folder that contains folders or items owned by others, those folders and items are also moved to their Deleted Items folders. Tip: Folders and items can only be deleted one at a time. Need to delete several items and folders? Move them to a new folder in bulk and then delete the folder. Restore a Shared Folder or Item From the Deleted Items, select the folder or item, and choose Remove from trash. Restoring shared folders or items moves them back to their original location. If the location or folder no longer exists, you'll find them in your Private directory. Understand Tasks and Permissions Everyone on the team has editor permissions to all Review 360 items in the root Team directory. Control who sees your shared items by moving them to team folders and customizing the folder share settings, as described below. Hover over the folder in the sidebar or the folder breadcrumb on top, click the More (...) icon that appears, and choose Folder share settings. Or select the checkbox in the upper-left corner of the folder, then click the share icon on the dynamic action toolbar on top. In the pop-up that displays, search for specific team members by name or email and click their names to add them as editors. Or add the "Everyone" group to give all seatholders access to the folder. To remove access, hover over selected members and click the trash icon. Permissions can be either explicit or inherited. Explicit permission is manually adding the user or group through the folder share settings. It doesn't change even when you move the folder. Inherited permission is when the folder automatically adds the share settings from the parent folder. If the folder is moved to another location, its inherited permissions are replaced with the new parent folder's share settings. To convert inherited permissions to explicit, remove the permissions and manually add them back. Updating folder share settings applies the change to all subfolders under it. Currently, this also affects folders owned by other members. The permission on the updated folder is explicit, while the permissions on the subfolders are inherited. There are two roles in the folder share settings: owner and editor. See the table below to compare owner and editor permissions: Folders Tasks Owner Editor View the shared folder x x View shared folder permissions x x Create a subfolder in the shared folder x x Add a new item in the shared folder x x Rename the shared folder x x Change shared folder permissions x Move the shared folder x Delete the shared folder x Items Tasks Owner Editor View items x x Download videos x x Publish new versions of an item x x Insert items as Storyline blocks in Rise 360 x x Hide and unhide versions of items x x Download Storyline 360 project backups x x Disable and re-enable comments x x Export videos to an LMS x x Modify share settings x x Copy the shareable link x x Allow users without Articulate IDs to comment x x Set a password to view the item x x Rename item titles x x Duplicate items x x Move items x Delete items x Restore versions x Delete comments x Publish Collaboratively Allow multiple authors to publish new versions of Review 360 items you shared using any Articulate 360 authoring app. Here's how: Publish your content to Review 360. Items are stored in the Private root directory when you first publish directly from authoring apps. Move it to any folder in the Team directory, including the root folder. Make sure co-authors have editor access to the folder. When co-authors choose to publish a new version of an existing item to Review 360 using the same authoring app, they'll see the item you shared on the list. For Storyline 360 items, editors also have the option to upload a new version, as shown below. Learn more about other editor tasks in the Understand Tasks and Permissions section above. To see who made changes to the shared item, click the Version drop-down list in the upper left corner of the screen to switch between versions. Editors can hide or unhide versions, but only owners can restore a version. Get Answers to FAQs Can I transfer ownership of folders and items? No, but editors can duplicate Review 360 items, and they'll own the copies. However, these won't include comments. You can also transfer ownership when removing the owner from the team subscription and selecting a new team member as the owner. As a folder editor, I can publish new versions of Rise 360 content in team folders, even if I'm not a course/microlearning manager in Rise 360. Is this expected? Yes, any seatholder in the same subscription with editor access to the Rise 360 item in Review 360 can publish a new version. This may include content on which you aren't assigned a collaborator role. Assigned collaborator roles in Rise 360 control who can publish the course or microlearning to Review 360. Assigned folder permissions in Review 360 team folders control who can publish new versions of the items in the folder. Note: When publishing a new version from Rise 360, you can select any content to which you have editor permissions in Review 360. Let us know how this works for your organization. What happens to shared content when the owner is removed from the team? When you remove someone from your team, you must transfer all their shared content to another member to complete the process. To keep the user's unshared content with their Articulate ID account, uncheck the Include personal content box. This is handy when the user is a contractor or freelancer who used their personal Articulate ID to join your team and has personal content connected to it. See this article for more information about managing content when users leave your team. If you're leaving the team, move all the content you want to keep to your Private directory first, then ask your admin to uncheck the Include personal content box when removing your access. More details on how long we'll keep your data here. Can I give non-seatholder admins access to team folders? Only seatholders in the same subscription can access team folders. Will I be notified when someone updates the items I shared? No, we don't send any notifications for team folders at this time. What should I do when I plan to merge subscriptions? We'll help you combine multiple Articulate 360 subscriptions to ensure shared content is transferred to the new subscription. Learn more about merging subscriptions. What happens when the subscription expires and I want to reactivate it? Shared content, such as Review 360 items in team folders, stays with the subscription. If you think you might renew your subscription later and want to keep your shared items, move them to your private directory before your subscription expires. Your online data remains intact if you renew your subscription with the same Articulate ID within six months. You'll have access to all your personal content items. Let us know if you need help retrieving shared content.Review 360: Organize Items on Your Dashboard
To access your Review 360 dashboard (image below), sign in to Articulate 360 using one of these web browsers, then select the Review 360 tab at the top. Use your dashboard to manage your e-learning content and stakeholder feedback. A card appears on your dashboard for each item you publish to Review 360. Each card displays a title, the most recent publish date, an icon indicating the type of content, and a hover menu with several options for managing the item. Search Items Filter Items Manage Items Export Videos as LMS Packages Download Videos Manage Folders Organize Items and Folders Search Items Need help finding a specific Review 360 item? Use the search field in the upper right corner of your dashboard to quickly find items by title or date—for example, onboarding or November 2. The search results dynamically update as you type. Perform a search from any folder on your dashboard. Review 360 always searches all your content in all your folders (except deleted items). Filter Items Use the product filters in the upper right corner of the screen to easily find what you’re looking for. Filter your items for Storyline 360, Rise 360, Studio 360, or video content, as shown below. Video content includes Peek 360 videos, Replay 360 videos, and video files you’ve uploaded to your account. Filter your Private, Team, or Deleted Items folders, the contents of a specific folder, or your search results. When you select a product filter, it remains active as you switch folders and enter new search terms. To remove a filter, choose All Formats from the list of product filters. Manage Items There's a lot you can do right from your Review 360 dashboard. Hover over an item and click the More (...) icon that appears to show a drop-down list of actions available. Or select the checkbox in the upper-left corner to show the action toolbar on top (note that this also disables the More (...) icon). Depending on the type of content selected, you'll see the following choices: Export to LMS (Toolbar: Right arrow icon) Host videos in your LMS to track learners’ progress. Once selected, follow these steps to export your video content as LMS packages from Review 360: When the export settings appear, choose one of these LMS standards: AICC, SCORM 1.2, SCORM 2004, or Tin Can API (xAPI). Enter the percentage of the video learners must watch for it to be marked complete in your LMS. The default is 80%, but you can choose any percentage between 1 and 100. Click Export to finish the process. Or export videos by opening the video content, then clicking the More (...) icon in the upper right corner of the screen and choosing Export to LMS. To publish Rise 360, Storyline 360, and Studio 360 content for LMS distribution, see these user guides: Storyline 360 Rise 360 Presenter 360 Quizmaker 360 Engage 360 Rename (Toolbar: Pencil icon) Give your content a new name and click Save. Upload new version (Toolbar: Up arrow icon) Upload a new version of your manually-uploaded video content or Storyline 360 project published for manual upload. Select the video or your zipped published output, then click Open. Duplicate (Toolbar: Papers icon) Duplicate an item when you need to share it with a different group of stakeholders or just need to start fresh. Give the copy a name and click Duplicate. The new item won’t have any comments or version history from the original. Move to (Toolbar: Folder with arrow icon) Move your item to an existing or new folder. Select a folder from the list or click the Create new folder icon, give it a name, then click Move. Download Download MP4 files of your video content. Or access this option by opening the video content, then clicking the More (...) icon in the upper right corner of the screen and choosing Download. You can’t download Storyline 360, Rise 360, or Studio 360 content from Review 360. Delete (Toolbar: Trash bin icon) Delete items when you’re done with them, but don’t worry! You can always restore them if the need arises. They remain in your Deleted Items folder until you permanently delete or restore them. Click the Delete button in the window prompt to confirm that you want to move the Review 360 item to the Deleted Items. When a folder is in the Deleted Items, you'll see the following choices: Remove from trash (Toolbar: Up left arrow icon) If the item was in a folder when you deleted it, it's restored to that same folder (unless the folder itself has also been deleted). Version history and feedback remain intact, so the content looks exactly like it did when it was deleted. You can’t open or view content while it’s in the Deleted Items folder. You’ll need to restore it before you can open it. Delete forever (Toolbar: Trash bin icon) Permanently delete an item by choosing Delete forever. To permanently remove all your deleted items at once, hover over the Deleted Items folder in the sidebar and click Empty. Manage Folders Use folders to organize your Review 360 items and quickly find what you need. Your folders are listed in the sidebar and automatically alphabetized. There are two permanent folders for personal plans and three for Articulate 360 Teams. The Private folder directory, the first folder on top, is the default view when you open Review 360. It's also where your items are stored when you first publish to Review 360 directly from authoring apps. Articulate 360 Teams have a Team directory to manage and collaborate on shared Review 360 items using team folders. The Deleted Items folder can be found at the bottom of the list. You have three options for creating a new folder or subfolder, including up to five subfolder levels: Navigate to where you'd like to create the folder, click New Folder at the top of your dashboard, give your folder a name, and click Save. Hover over a folder in the sidebar, click the More (...) icon that appears, and choose New folder. Hover over an item, click the More (...) icon that appears, and choose Move to. When the folder dialog appears, click the Create new folder icon in the lower right corner, give your folder a name, and click Move. To make changes to a folder, hover your mouse over a folder from the sidebar or the folder breadcrumb on top and click the More (...) icon that appears. Or tick the checkbox in the upper-left corner to show the action toolbar on top (note that this also disables the More (...) icon). Then select from the following actions: Rename (Toolbar: Pencil icon) Enter a new name for the folder and click Save to rename it. Move folder (Toolbar: Folder with arrow icon) Move your folder to an existing or new folder. Select a folder from the list or click the Create new folder icon, give your new folder a name, then click Move to move the folder to this location. When you move a folder, the folder structure is preserved up to six levels. If there are more than six levels, everything beyond the sixth level is moved into the sixth-level folder. Delete (Toolbar: Trash bin icon) Delete unneeded folders to make space for new ones. Click the Delete button when prompted to confirm that you want to move the folder and all its items to the Deleted Items. They remain in your Deleted Items folder until you permanently delete or restore them. When a folder is in the Deleted Items, you can do either of the following: Remove from trash (Toolbar: Up left arrow icon) Restore a folder and all its items to their original location. Click the View option that appears on the lower-left corner of your screen to jump to this location. Delete forever (Toolbar: Trash bin icon) When prompted, click the Delete forever button to permanently delete the folder and all its items. You can't undo this action. Tip: Click and drag the sidebar divider to the right for a better view of your folder structure. Organize Items and Folders Move or delete items and folders with ease. Select items and folders in three ways: Click and drag your mouse over the items and folders you want to include in the selection. Press Shift+click+drag or Ctrl/Cmd+click+drag to include items in separate sections or pages in the same folder. Hover your mouse over each item or folder and click the checkboxes in the upper-left corner of the card. Press Ctrl+A to select all the items and folders on the current page. You can use this keyboard shortcut across multiple pages in the same folder. To change location, click and drag the selected items to the destination folder on the sidebar or via the breadcrumb navigation on top. Or use the Move icon on the dynamic action toolbar on top to choose a new location, then click Move. When you move a folder, the folder structure is preserved up to six levels. If there are more than six levels, everything beyond the sixth level is moved into the sixth-level folder. To move items and folders to Deleted Items, click and drag the selected items to the folder or choose the Delete icon on the action toolbar. To permanently delete them, select the items and folders from the Deleted Items folder, click the Delete icon from the action toolbar, and choose Delete Forever from the prompt.
