Keep the Sales Team Materials page trustworthy

As an organization administrator, your job is to keep Sales Team Materials useful, which means keeping it trustworthy. The showroom works best when everyone on your team understands the rule: only finished, approved, audience-ready content belongs here.

Your role isn't just technical management. It's setting standards, modeling good behavior, and making sure the Sales Team Materials page stays clean enough that anyone on your team, or a partner, or a prospect, can open a Collection and immediately trust what they find.

Administrator permissions

Organization administrators have elevated capabilities beyond regular members:

Note: Favorited Collections are always personal. Admins see their own favorites only, just like regular members.

Manage assets across the organization

Admins have enhanced permissions compared to other users in your channel:

Edit any asset

As an admin, you can edit the title and description of any asset, not just your own. Use this to enforce naming conventions, correct metadata, or add descriptions to assets uploaded without them.

Delete assets

When deleting an asset, you have two options:

Best practice: When in doubt, use "Remove from Collection." Only use "Delete from library" when you're certain the asset should be permanently gone for everyone.

Encourage AI summaries

The sales Team Materials page generates AI-powered titles, summaries, and key takeaways for uploaded media. These summaries are searchable, which significantly improves discoverability across everything your team has uploaded. AI summary generation can run during or after upload. Make it part of your team's upload standard, it saves time and makes the whole showroom easier to search.

Manage Collections

Collection lifecycle

Collections are the organizational backbone of Sales Team Materials. As an admin, you can create, rename, and delete any Collection in the organization. The strongest Collections are built around a specific audience or use case, sales portfolios, event recaps, trade show packages, not file types.

Delete Collections

When deleting a Collection, choose carefully:

Option 1: Remove Collection only (files move to Other)

Option 2: Delete Collection and all files

The "Other" section

Assets not assigned to any Collection appear in Other. This includes assets uploaded without a Collection, assets removed from all their Collections, and assets whose Collection was deleted using the "Remove Collection only" option.

Review Other periodically to organize orphaned assets. A cluttered Other is a sign that onboarding or naming conventions need reinforcement.

Share links provide external access to assets and Collections without requiring a MarketScale login. Any member can create share links. When creating a link, they configure:

Each creation generates a new unique link. Previously created links remain active until they expire on their own.

Best practices for administrators

Set the standard

The most important thing you can do as an admin is make sure your team understands what belongs in Sales Team Materials. Communicate the rule clearly during onboarding and enforce it when drafts or works-in-progress show up. The Sales Team Materials pages' value depends entirely on people trusting that everything in it is ready to use.

Organization

Security

Content quality

Onboarding new users

When introducing team members to Sales Team Materials, cover these five things:

Common admin scenarios

This quick guide addresses some of the most common scenarios Admins see with Sales Team Materials on MarketScale:

"A user accidentally deleted important files."

If they chose "Delete from library," the deletion is permanent within the application.

"We need to reorganize our Collections."

Use the Move to... feature to redistribute assets. Move assets between Collections or copy them to multiple Collections without re-uploading.

If the link has an expiration, it'll go inactive automatically. For permanent links, the only option is to delete the underlying asset or Collection, which makes the link return a "not found" response.

"A user's uploads are failing."

Check that the user is uploading a supported file type. If the problem persists, have them try a different browser or network connection, and contact MarketScale support if the issue continues.

"Someone uploaded a draft or unfinished file."

As an admin, you can delete it directly or move it to an "In Progress" Collection as a temporary holding area while the asset is finalized. Use the moment to reinforce the standard with the uploader: only finished work belongs in Sales Team Materials.

Keep exploring