Sets workflow

The Sets page follows a staged process from creation to partner assignment.

1. Create set (assets or products).
2. Select active set.
3. Manage membership in Assets or Products modules.
4. Define dynamic rules.
5. Assign set access to partners.

Dynamic rules

Rules allow auto-inclusion/exclusion by tags, folders, usage groups, and product criteria.

• Asset rules can include/exclude by tags and folders.
• Product rules can include/exclude by model and name contains values.
• Rule priority controls evaluation order.

Partner assignments

Each set can be granted to active partner organizations with view/edit access.

• Assign partner and access level per set.
• Revoke active grants without deleting the set.
• Use set grants alongside market/module permissions for least privilege.