Collections

Collection concept

A collection groups related links and controls access for each participant.

Why it matters

  • Organize links by campaign, client, or product.
  • Control who can view or edit links.
  • Scope analytics to specific collections.

How it connects

  • Every link belongs to one collection.
  • Participant roles are set per collection.

Collections keep access and analytics consistent across the workspace.

Create a collection

Create a collection to organize links in your workspace.

Where to find it

  • Dashboard → Library → Collections

Steps

  1. Open Collections.
  2. Select New collection.
  3. Enter a collection name.
  4. Create the collection.

Notes

  • Names must be unique within the workspace.
  • Plan limits may apply.

Owners are granted access automatically.

Collection name rules

Collection names keep your library organized.

Rules

  • Name is required.
  • Maximum length is 32 characters.
  • Names must be unique in the workspace.

Tips

  • Use descriptive names that match your campaigns.

Rename a collection

Rename a collection to keep labels consistent.

Where to find it

  • Dashboard → Library → Collections

Steps

  1. Open Collections.
  2. Select Rename on a collection card.
  3. Enter the new name.
  4. Save the changes.

Notes

  • Names must remain unique within the workspace.
  • Links stay in the same collection.

Set default collection

Choose which collection is selected by default.

Where to find it

  • Dashboard → Library → Collections

Steps

  1. Open Collections.
  2. Click Default on the chosen collection.

Notes

  • The default button is disabled for the current default collection.
  • The default is used when switching workspaces.

If the default collection is removed, another collection is selected automatically.

Remove a collection

Remove a collection and its access from the workspace.

Where to find it

  • Dashboard → Library → Collections

Steps

  1. Open Collections.
  2. Select Remove on the collection card.
  3. Confirm the removal.

Notes

  • Links in the collection are removed from active views.
  • Members lose access to that collection.
  • The last remaining collection cannot be removed.

Removal affects links, invites, and analytics for that collection.

Troubleshooting

Use these fixes when collection actions fail.

Failed to create collection

  • Confirm you have permission to create collections.
  • Check name length and uniqueness.
  • Verify plan limits.

Duplicate collection name

  • Choose a different name.
  • Search for existing collections with the same name.

Failed to rename collection

  • Ensure the new name is unique.
  • Keep the name under 32 characters.

Failed to set default collection

  • Try selecting another collection.
  • Refresh the page and retry.

Failed to remove collection

  • Make sure it is not the only collection.
  • Confirm you have delete permissions.