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Internal Content in the Library

Written by Joice

Internal Content allows admins and managers to mark items in your Library as internal-only. Internal content can never be added to rooms and cannot be shared outside your organization. Internal content stays in the library for team use only — onboarding materials, internal playbooks, and sensitive content — and is blocked from external access. All users can view and search internal content based on their group permissions.


Prerequisites

  • Plan: All

  • Role: Admin or Manager (only Admins and Managers can mark content as internal; all team members can view and filter)

  • Access: All team members can view and search internal content based on their group permissions


How to manage internal content

How to mark content as internal during upload

Mark content as internal when uploading to the Library. Admins and Managers can mark each item individually during multi-file uploads.

  1. Navigate to Library and click New → Upload File.

  2. Select one or multiple files.

  3. In the upload dialog, click the Mark as Internal tag next to each item you want to restrict (or leave unmarked for external).

  4. Review the banner: "Internal content cannot be added to rooms. Only internal team members can access this."

  5. Click Upload.

Content uploads with the visibility you selected. Each item can be marked independently—mix internal and external in the same upload.


How to mark existing content as internal in the Library

Toggle any content to internal from the Library. If the content is already in rooms or templates, it will be removed automatically and marked internal.

  1. Navigate to Library and click the content.

  2. In the drawer, click the Mark as Internal toggle.

  3. If the content is library-only: Toggle applies immediately. Content is now blocked from room add-flows.

  4. If the content is in one or more rooms/templates: A confirmation modal appears showing the affected room/template count.

    • Click Confirm to proceed: Content is removed from all rooms/templates automatically and marked internal.

    • Click Cancel to keep the content in rooms as external.

  5. Once marked internal, the content cannot be added to new rooms.

What happens to content already in rooms

If you mark content as internal when it's already in rooms or templates, it is automatically removed from all of them. Buyers will no longer see it.


How to mark multiple content items as internal at once

Bulk mark multiple items in the Library.

  1. Navigate to Library and select content.

  2. Click Mark as Internal.

  3. A confirmation modal appears. If any selected content is in rooms or templates, the modal shows how many rooms or templates are affected.

  4. Click Confirm. All selected content is marked internal. Any content that was in rooms or templates is automatically removed from them.

  5. All selected content is now internal and cannot be added to rooms.


How to filter by internal or external content

Filter the Library to show only internal content, only external content, or all content.

  1. Navigate to Library.

  2. Click the Filter dropdown.

  3. Select one of the following:

    • All — show all content (default)

    • External Only — show only external content

    • Internal Only — show only internal content

  4. The Library updates to display only content matching your filter.


Internal Content vs. External Content

Internal Content

External Content

Marked by

Admins and Managers (single or bulk)

Automatically assigned (default for all uploads)

Can be added to new rooms?

No — does not appear in add-flow

Yes — any tab in any room

In existing rooms?

Removed when marked internal

Visible to all users

Can be downloaded?

No — download button hidden. Folder downloads skip internal items, including items in subfolders. A folder that contains only internal items can't be downloaded.

Yes — any user with access can download, individually or as part of a folder

Can be shared via link?

No — share button hidden

Yes — any user with access can share

External access

Blocked — message directs to sales team

Allowed — external users can view

When to use

Internal playbooks, pricing docs, objection handling, onboarding materials

Sales collateral, case studies, buyer-facing resources


Troubleshooting & FAQ

Expected errors and blocks

Cannot download internal content

What this means: Download buttons are removed from internal content in the Library. Internal content cannot be downloaded by any user.

How to fix it: The content is marked internal. Ask an Admin or Manager to toggle it back to external.

How to avoid it: Mark content as internal only if it should never be shared outside your team.

Downloading a folder that contains internal content

What this means: When you download a Library folder, only the external items in the folder and its subfolders are downloaded. Internal items are always left out of folder downloads. A message shows how many internal items weren't included. If every item in a folder, including its subfolders, is internal, the Download button for that folder is disabled.

How to fix it: To include an internal item, ask an Admin or Manager to mark it as external, then download the folder again.

How to avoid it: Keep internal and external content in separate folders, so a folder download always contains what you expect.

Cannot share internal content

What this means: Share buttons are removed from internal content in the Library. Internal content cannot be shared via link.

How to fix it: The content is marked internal. Ask an Admin or Manager to toggle it back to external if you need to share it.

How to avoid it: Keep sensitive content external only if it's meant to be shared.


FAQ

Q: What happens when I try to mark content as internal that's already in rooms?

A confirmation modal appears showing how many rooms or templates contain the content. If you confirm, the content is automatically removed from all rooms and templates, then marked internal.

Q: Can non-admins mark content as internal?

No. Only Admins and Managers can mark content as internal or toggle between internal and external. All team members can view and filter internal content.

Q: Do internal content appear in the Content Dashboard?

No. The Content Dashboard shows external content metrics only. Internal content is excluded from all dashboard analytics.

Q: What happens if I mark all content in a section as internal?

When every item in a room section is internal, that section no longer appears in the room.


Pro Tips

  • Mark at upload: Mark content as internal when you upload it to prevent it from being added to rooms later.

  • Bulk mark: Use bulk marking for content audits or batches of sensitive materials.

  • Use filters: Use Internal Only filter to review and verify all internal content.

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