The Resources Tab: Bundles

    The Resources tab is where you will create, organize and control the Resources for your SRM account. Resources, as we mentioned before, are your Social Properties, Users, Teams and Bundles you have created for your account.

    The Bundles area is where you can create and edit bundles - groups of social properties that you can assign users and teams to. Bundles are useful for controlling permissions on your account; you can create bundles for specific social properties and users, so you can control exactly who has access to those properties.

    Creating a Bundles Grid

    All bundles on your account are listed in the Bundles grid. The grid shows the bundle name, description, and details, including how many social properties, teams and users are part of the bundle. You can edit or delete a bundle by clicking the gear image on the right side of the grid.

    To create a bundle:

    1. Click Create a Bundle. You will be taken to the Create a Bundle page.
    2. Add a name and short description for your bundle.
    3. Add social properties, users, teams, and sub-bundles to your bundle by clicking Add or Select in each section.
    4. When you are finished adding items to your bundle, click Create Bundle. You will be taken back to the Bundles grid, where your new bundle will appear.

    Note: You will add social properties, users, teams, sub bundles, templates, and workflows in the same way you add these items to teams. After you add them, they will appear in those sections in the Edit page for the bundle.

    Download CSV

    The Downloading CSV button on the main Bundles page allows admins to download a CSV file with information on all the bundles on either their account or team.


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