--- title: Resource Library (CMS) Setup Guide description: Everything you need to know to build a winning, rep-friendly content management system in Accord. --- [Skip to content](https://collaboration.inaccord.com/knowledge/resource-library-setup#main-content) [![Accord logo](https://collaboration.inaccord.com/hubfs/Hubspot%20KB%20Logo.svg)](https://inaccord.com) Open main navigation Close main navigation How can we help? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://collaboration.inaccord.com/knowledge?hsLang=en) 2. [Resource Library (CMS)](https://collaboration.inaccord.com/knowledge/resource-library-cms?hsLang=en) # Resource Library (CMS) Setup Guide ## Everything you need to know to build a winning, rep-friendly content management system in Accord. The Resource Library (CMS) is only included with the **Enterprise** package of Accord. To learn more about our pricing and packaging options, contact [sales@inaccord.com](mailto:sales@inaccord.com).   **In order to build an impactful Resource Library:**  1. [Start With a Plan](https://collaboration.inaccord.com/knowledge/resource-library-setup#plan) 2. [Create an Organizational Structure](https://collaboration.inaccord.com/knowledge/resource-library-setup#organize) 3. [Customize Your Homepage Hub](https://collaboration.inaccord.com/knowledge/resource-library-setup#homepage) 4. [Leverage Playbook Integration for Execution Excellence](https://collaboration.inaccord.com/knowledge/resource-library-setup#playbook) 5. [Stay in Sync with Google Drive and Sharepoint](https://collaboration.inaccord.com/knowledge/resource-library-setup#integration) 6. Give Partners Access ### **Start with a Plan** Every successful Resource Library begins with thoughtful planning. Before diving into setup, map out your strategy by answering these critical questions: - Which individual or team will own the Resource Library as the curator and decision-maker for organizational structure, nomenclature, etc.? - What approval process will you use for new content additions? - How will you handle version control and content retirement? - Who needs to see each category of content: your team only, customers, all partners, or specific partner tiers? ### Create an Organizational Structure Using folders, tags and hubs together will make sure your Resource Library is always neat and easy to navigate. **Folders**  Create a folder for each content category, creating logical and predictable locations. Examples: - Customer Proof Points, a folder for case studies, testimonials and  reference contacts - Product Resources, a folder for demo videos, feature one-pagers and integration guides Use sub-folders for more precision. Examples: - Create sub-folders for each industry, company size or use case within the Customer Proof Points folder - Create sub-folders for each product line or user persona within the Product Resources folder Folders also carry visibility. A folder's setting (**Everyone**, **Internal**, or **Restricted**) passes down to every resource inside, so plan your folders around who should see the content as well as what it is. If you work with partners, a top-level folder for each partner tier (e.g. Reseller, Referral, Services) lets you restrict a whole tier with one setting. **Tags** Tags can be applied to each resource and folder. When searching for content, tags can be used as a filter to find relevant resources quickly. We recommend starting with a pre-defined structure and nomenclature for tags. Examples: - Persona: #C-level, #Champion, #End-User - Segment: #Enterprise, #MidMarket, #SMB - Industry: #Healthcare, #Financial Services, #Manufacturing [Learn more about Tags here](https://collaboration.inaccord.com/knowledge/tags?hsLang=en) **Hubs** Hubs are an additional layer of organization that is not associated with your Folder structure. Hubs allow you to curate content and add context on when/how to use it. Examples: - Sales hub: everything needed for prospecting through close - Customer Success hub: onboarding, expansion, and retention materials - Partner Hub: co-selling resources, partner training, joint marketing assets. Assign it to partners so it becomes their landing page in the Library. [Learn more about Hubs here](https://collaboration.inaccord.com/knowledge/hubs?hsLang=en) **Pages** Similar to Hubs, you can create individual Pages to organize and display information. At Accord, we use pages for product enablement. Each new feature we launch has its own page with information like: - How the feature works - Positioning and messaging guidelines - Competitive intelligence - Pricing - Links to marketing assets (also stored in the CMS) [Learn more about Pages here](https://collaboration.inaccord.com/knowledge/setting-up-pages-in-your-resource-library-cms?hsLang=en) ### **Customize Your Homepage Hub** Your Resource Library has a main Hub (it’s called “Home”—and you will see it in the navigation bar on the left hand side of your screen). This is where your team lands when they click "Library" to access your CMS. Partners can also land on the homepage if assigned to them using Restricted visibility.  We recommend keeping this page simple and clean. A best practice is to include instructions on how to request changes or additions. ![screencapture-saasy-inaccord-library-home-2025-04-30-14\_10\_58](https://collaboration.inaccord.com/hs-fs/hubfs/screencapture-saasy-inaccord-library-home-2025-04-30-14_10_58.png?width=670&height=326&name=screencapture-saasy-inaccord-library-home-2025-04-30-14_10_58.png) ### **Leverage Playbook Integration for Execution Excellence** Your Resource Library becomes exponentially more powerful when integrated with your playbooks.  Embedding resources into playbook steps ensures your team has instant access to the right content in each of their accords at precisely the right moment in their sales process.  To do so, navigate to a playbook step and click the + beside “Resources”, click on the Library tab and search for the resource you would like to embed.  ### **Stay in Sync with Google Drive and Sharepoint** **SharePoint and Google Drive** integrations enable you to sync content from your organization's existing repositories to Accord’s Resource Library.  When changes are made in either SharePoint and Google Drive, new versions will be automatically updated in Accord. Refer to these guides for setting up your integration: [Google Drive](https://collaboration.inaccord.com/knowledge/google-drive?hsLang=en) and [SharePoint](https://collaboration.inaccord.com/knowledge/sharepoint?hsLang=en) ### **Provide Partner Access** > Partners can browse your Resource Library in read-only mode. To set them up: > > 1. Add your approved partner email domains in **Settings → Partners**. > 2. Add partners by bulk email upload, or turn on auto-join for each approved domain. > 3. Set partner folders and Hubs to **Restricted**, and choose who can see them. > 4. Assign a Hub or homepage as the partner landing page. - [Getting Started for Admins](https://collaboration.inaccord.com/knowledge/getting-started-for-admins?hsLang=en#main-content) - [Administration](https://collaboration.inaccord.com/knowledge/getting-started-for-admins?hsLang=en#administration) - [Getting Started for Users](https://collaboration.inaccord.com/knowledge/getting-started-for-users?hsLang=en#main-content) - [Best Practices](https://collaboration.inaccord.com/knowledge/getting-started-for-users?hsLang=en#best-practices) - [Playbook Building](https://collaboration.inaccord.com/knowledge/playbook-building?hsLang=en) - [Accord Pages Overview](https://collaboration.inaccord.com/knowledge/accord-pages-overview?hsLang=en) - [Salesforce Integration](https://collaboration.inaccord.com/knowledge/salesforce-integration?hsLang=en) - [HubSpot Integration](https://collaboration.inaccord.com/knowledge/hubspot-integration?hsLang=en) - [Integrations](https://collaboration.inaccord.com/knowledge/integrations?hsLang=en) - [Resource Library (CMS)](https://collaboration.inaccord.com/knowledge/resource-library-cms?hsLang=en) - [Accord Intelligence](https://collaboration.inaccord.com/knowledge/accord-intelligence?hsLang=en#main-content) - [Accord Agents](https://collaboration.inaccord.com/knowledge/accord-intelligence?hsLang=en#accord-agents) - [Reporting](https://collaboration.inaccord.com/knowledge/reporting?hsLang=en) - [Troubleshooting](https://collaboration.inaccord.com/knowledge/troubleshooting?hsLang=en) - [Single Sign-On (SSO)](https://collaboration.inaccord.com/knowledge/single-sign-on-sso?hsLang=en) - [Deal Reviews](https://collaboration.inaccord.com/knowledge/deal-reviews?hsLang=en) - [Miscellaneous](https://collaboration.inaccord.com/knowledge/miscellaneous?hsLang=en) [![3ffd500e-b255-4f54-aca9-eb7961c6ceaa](https://collaboration.inaccord.com/hs-fs/hubfs/3ffd500e-b255-4f54-aca9-eb7961c6ceaa.png?width=100&height=27&name=3ffd500e-b255-4f54-aca9-eb7961c6ceaa.png "3ffd500e-b255-4f54-aca9-eb7961c6ceaa")](https://inaccord.com/) Knowledge Base Copyright © 2025, Accord