Having an organization in Builder allows you to purchase multiple guides at one time, pay by purchase order, and manage who within your organization has access to which guides. You can reach out to our sales team if you have not yet purchased any guides, or if you have any questions.

We recognize that your company, group, or institution may have team members across departments or offices; we want to make it easy to manage all of your guides in one place.

Members of an organization are either organization administrators (org admins) or organization members (org members). Org admins can:

Org members can only work on guides that an org admin has invited them to collaborate on or given them permission to begin working on. They cannot start new guides for the organization. They must request permission to begin working on the guide from an org admin.

You can share this resource with any members of your organization to walk them through this process: Managing Your Organization as a Member.

When you log in to Guidebook Builder, you will arrive at the Builder homepage. To access the guides owned by your organization, select your org via the drop-down menu on the left of the Builder homepage.

This will bring you to the organization’s homepage, rather than your personal homepage, where you’ll be able to view the guides people in the organization are currently working on or have worked on in the past, organized by In Progress and History tabs.

If you would like to learn more about managing your guides on the Builder homepage, you can read more in our article Builder Homepage Tools and Navigation.

As an admin of an organization, from your Builder homepage, you are able to view all guides that your organization has purchased and already started to build by selecting Org guides in the left sidebar.

You can see all provisioned guides that aren’t in use yet by clicking Build New Guide in the upper right corner of the screen.

Once a guide has been started, it moves from the Build New Guide page to Org guides, under the In Progress tab.

To edit a guide, or view the guide in Builder, click on the guide card or list item.

To start a new guide, click Build New Guide in the upper right corner of your org’s Guides page.

Your organization’s provisioned guides are grouped into two sections:

Each guide card shows its active dates and status, so you can pick the one that covers your event dates. Use the grid and list icons in the upper right to change how guides are displayed.

If you cannot see a guide that will be active during the time period you need your guide to be live within, reach out to your account manager. Your organization may also have purchased a mix of Inform (previously Plus), Engage (previously Premium), and Tours guides; make sure to start the correct type of guide.

Once you’ve found the pre-purchased guide you want to begin building, you’ll see two options:

To start from scratch, click Choose under Start without a template. To copy content from another guide, click Select features under Copy features from another guide, then select your source guide. Builder will let you know when your content has copied over.

If you’ve saved a template from a previous guide, click Start from saved template in the upper right.

Apps and Spaces are only owned by orgs and can only be managed by org admins. On the org homepage sidebar, simply select the Spaces & Apps tab and you’ll be able to manage your organization’s Spaces and Apps from there. There is information about the branding dashboard for your Space or App in this support article: see The Branding Dashboard.

Only org administrators can start building a provisioned guide from Builder home, by clicking on the Build New Guide button. Your org members have the ability to request access to guides from you, or you can invite them as collaborators to an existing guide. The request will include a proposed name for the guide and a brief explanation.

When a member requests guide access, you will be notified via email, as well as in the Builder Notifications modal.

Click the link in the email or the message in the Builder Notifications modal to deny or grant access to the guide from the Pending tab of your org dashboard.

If you entered the Pending tab and don't see an access request anymore, that means another admin has already handled the request.

If you deny the request, you will be asked to provide a brief explanation to the requestor.

Once you have taken action, the member will be informed via email.

From the org dashboard, org admins can manage pending requests, the roles of members in the org, view purchases and invoices, manage org details, and view metrics.

From your Builder homepage, you can access your org dashboard by hovering above the org name in the top-left, and clicking Edit org details.

You can also access your org dashboard by clicking on your name in the upper-right and selecting Manage your org.

Access your org management tools by clicking on the tabs, detailed below.

In the Pending tab, there are three categories of items you may need to handle as an org admin.

When a guide in your organization is ready to be published to your org’s space or app, an org admin must approve it. These guides appear under the Pending guides category. Guides published to the Guidebook space are approved automatically and don’t need your review.

Tip: If your organization has a branded space or app, encourage your team to publish guides only there. If a guide ends up attached to both, see Publishing Your Guide and Making Updates for how to detach it from the Guidebook space.

Org admins should keep an eye out for key approval criteria detailed in this rubric to determine whether a guide should be approved or rejected. Click on the guide's name to review it and to the right of the guide's name, look for a Reject button and an Attach button.

Once a guide is approved, your team is ready to promote the guide to your users.

Select the Members tab to manage users' roles in your organization and invite users to your organization.

To remove any users, click the gear icon to the right of a member or admin, and choose Remove.

To invite a new user, click on the blue Invite Members button. Provide an email address and specify the user's role in your organization - either an Admin or a Member. Click Add More to send more invitations at once and click Send Invites when you're ready to send invitations.

The invited users will receive an email and they will see an invitation notification in Builder when they log in if they previously had a Guidebook account. They may choose to accept or decline the invitation.

You can also export your member list as a spreadsheet using the Export member list button.

Org admins will be added as guide collaborators to all guides created within the organization after they have been added as an org admin. When guide collaborators are invited to work on guides within the organization, they will be added as org members automatically.

To edit your payment information, input the relevant information into the on-screen text fields. For more information on navigating the Billing page, check out our support article: Manage Your Builder Account: Profile, Subscription Plan, Billing History.

Click on Invoices & receipts to view your previous orders, the date the order was created, the amount it is for, and the payment type. You can also download your invoices in PDF form here by clicking the Retrieve PDFs button.

Edit your organization's name, headline, cover image and icon used in Guidebook Builder.

View download numbers and a host of other metrics for the guides attached to the organization. The Metrics: Understanding Organization Behavior support article provides details on each data component you see in the metrics dashboard.

If no guides have been published or downloaded by users, no data will be populated here. Please also be sure to check the date range to pull data in the desired timeframe.

If your organization uses metered guides, the usage per month per guide will be available here. (Please note, metered guides are no longer available for purchase.)

The integrations tab shows you a list of guides on your org account that have various integrations set up.

The registration tab is where admin must accept the terms of service before publishing a registration website. You can view and accept the registration terms of service, manage connected Stripe accounts, and review registration fees for the organization.

As an org admin, I’d like to obtain an additional guide for my account. How do I do that?
Your organization has a set number of provisioned guides. When you’re running low or have used them all, you’ll see a message at the bottom of the Build New Guide page that says “Your guides flew off the shelf!” along with your account manager’s name and email. Reach out to them to add more guides.

If no account manager is listed, contact us at support@guidebook.com and we’ll connect you with the right person.

A user on my team is having trouble accessing the provisioned guides for my organization.
In order for an org member to access a provisioned guide, they need to request access from you, the org admin. When they request access, you’ll be notified via email and in your Builder Notifications modal, and you can grant access from the Pending tab of your org dashboard. Also, make sure the user is a member or admin of the organization, and check your Build New Guide page to confirm your organization has provisioned guides available.

How do I make a member of my org an admin?
Navigate to your org dashboard by clicking on your name in the upper-right, clicking Manage your org, and clicking the Members tab. Under the Role column, you can change org members to org admins.

How do I invite an org member to collaborate on a guide?
Go to the guide dashboard and click on Add in the upper-right. Enter the org member’s email and send them an invite. They will receive an email invitation which will allow them to edit the guide.

How do I know which of my new guides to start?
Start with a guide in the Available Now section whenever it covers your event dates. These guides are in service and expire before the rest of your guides, so they should be used first. If more than one Available Now guide fits, choose the one that expires first.

If none of your Available Now guides cover your event dates, look in the Upcoming section. These guides show Service pending and have a future activation date (also called the scheduled start date). You can start building one now, but you won’t be able to publish it until that date.

Each guide card shows its active dates, so check them against your event dates before you start.

Can I prevent specific org members from requesting access?
This is not currently possible. If you don't want a specific user to request access to guides, you should remove them from your org via the Members tab in the org dashboard.

Can I limit access approval to specific org admins?
This is not currently possible. If you don't want a specific admin to manage access requests, you should remove them from your org or downgrade them from admin to member via the Members tab in the org dashboard.

I don't see any of the guides we paid for when I try to build a new guide.
First, check both the Available Now and Upcoming sections on the Build New Guide page. Guides with a future activation date show as Service pending in the Upcoming section. Also check Org guides, since a guide moves there once someone starts building it.

If you still can’t find it, reach out to your account manager (their contact info appears at the bottom of the Build New Guide page) or email support@guidebook.com.

I started working on the wrong guide. What do I do?
If you were supposed to be building content on a pre-purchased guide but you accidentally started working on some other guide (perhaps a guide on your individual account), don't worry!

If you have not published your guide yet, use the copy content feature to move your content from the incorrect guide into one of your pre-purchased guides. You can continue adding content to your pre-purchased guide moving forward.

If you have published the incorrect guide, please contact your account manager as soon as possible to have this resolved. If you don't know who your account manager is, send us a note at support@guidebook.com.