As an org member you can work on any guide that an org admin has invited you to collaborate on. This article will show you how to access these guides and how to request access to a new guide if you want to build a new guide that will be owned by the organisation you are a part of.
Accessing Org Guides
When you log in to Guidebook Builder, you will arrive at the home screen. To access the guides you have access to within 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 owned by your organization that you have access to.
You are able to view all guides that you have access to in your organization via the Org guides tab.
Starting a New Guide
You can view all of the new guides that belong to an organization in the Build new guides tab. When you want to start building a new guide, you will need to request access.
Navigate to the Build new guides tab. Hover over the guide you'd like to request access to and select the Click to request access text. Make sure that you select a guide that will be active for the time period when your event is taking place.
If you can not see a guide that will be active during the time period you need your guide to be live within, reach out to an administrator from your organization.
Once you have clicked Click to request access, fill out the information and click the Request access button to submit.
Your request will be emailed to the org admin(s). They will either approve or deny the request, and you will receive an email either granting you access to the guide you requested or informing you that your request was denied by the org admin.
If your request is approved, the next time you log into Builder, you’ll see the guide you requested under Org guides. If your request is denied, please reach out to your org admin for more information.
FAQs
I was asked to work on a guide, but when I log in I don’t see the guide I’m supposed to work on.
When your org purchases guides from Guidebook, they will appear on the guide dashboard. They will either be under Build new guides or Org guides. If you don't see the guide under Org Guides you may need to request access to it from the org admin, as shown above.
I’ve created a guide on my personal account, how do I move it to my org’s guide.
To transfer information from one guide to another, use the copy content tool. You won’t be able to move the guide itself.
I need to become an org admin. How do I do that?
Contact an admin on your org and they can update your status by going to the org dashboard, navigating to the Members tab, and changing your status on the drop-down menu.
I don't know what I want to name my guide yet. Do I have to include one in the request?
You are required to fill in the field for your request, but don't worry, you can change the name anytime throughout the guide-building process until you publish the guide. The name you supply in the request is only a suggestion.
I am trying to build a new guide, and I don't see any of the guides we paid for.
If you do not see any guides within your organisation, please reach out to your Org. Admin to request access to a guide.
Whoops - 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, check in with your Org. Admin to find the correct guide. Then, use the copy content tool 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.