Getting Started — First-time setup checklist

When you first set up a Brandkit account, work through these steps in order. Each links to a more detailed article.

1. Configure your account basics

Go to Settings › General and set your account name, default language, and primary domain.

2. Set up your portal

Pro and Enterprise editions only,
Go to CMS › Portal(s) to configure your public-facing brand portal — the site your users will visit to access assets.

3. Define user roles

Go to Settings › User roles to review and customise the access levels available on your account.

4. Invite your team

Go to Users › Invitations to invite admins and other team members.

5. Upload your first assets

Go to Assets › Uploads or use + Upload files in the Assets sub-nav to add your first files.

6. Organise into albums

Go to Assets › Albums to group assets into logical collections for easier browsing.

7. Configure downloads

Go to Settings › Downloads to control how users download assets — including whether a form or approval is required.

8. Review notifications

Go to Settings › Notifications to set up email alerts for key events such as new requests or uploads.

9. Set your theme

Go to CMS › Themes to apply your brand colours and fonts to your portal.

10. Launch and share

Once configured, share your portal URL with your team and external users.

To do (left-sidebar)

Overview

The To do section is your admin action centre. It surfaces items that need your attention and shows a live count badge on the left sidebar so you always know when something is waiting.

To access it, in Admin, click To do in the left sidebar.

What you’ll find here:

Pending requests

Users who don’t have automatic download access can request assets. Each request shows the user, the asset they want, and any message they included. You can approve or decline from here.

To configure who needs to submit a request, go to Settings > User Roles > select Role > update permissions.

Unapproved assets

Assets uploaded to Brandkit are always set to the Draft state by default and must be Approved before they appear in the Portal. This queue shows all assets waiting for review. Generally you should ensure the Asset is in the right Vault, have the correct Asset name, Metadata and Tags before you approve an Asset.

Pending contributions

If you allow external contributors to submit assets (via the Contribution link/work-flow), those submissions appear here for review and acceptance. You can accept, or reject individual files or all files as a batch. Once accepted we will create an Asset in a draft state for further review and approval.

To configure contribution settings, go to Settings › Contributions.

Tips

• Check To do regularly — the badge count on the sidebar shows the total across all three queues.
• You can action items in bulk for faster processing.
• Approving an Asset makes it immediately visible to users with the appropriate access level in the Portal.

OM3.1: Assets (left sidebar)

The Assets section is the heart of Brandkit. It’s where you manage your entire brand library — uploading, organising, searching, and controlling what users can see and download.

Click Assets in the left sidebar to open it.

The default view is the Grid.

The Grid view

The Grid shows all assets in your library as thumbnails. It is the primary way to browse, search, and manage your content.

Searching and filtering

At the top of the Grid is a search bar that supports both keyword and semantic search. Below it, a row of filter dropdowns lets you narrow results by:

State, Source, Asset type, Licence, Album, Vault, Orientation, Credit, Extension, Added by, Collection, Blog topic, Brand guidelines, Category, Competitors, Help topic, Industry, Resources, SEO keywords

Use AND / OR toggle to control whether multiple filters narrow or broaden your results.

Sorting

Use the sort dropdown (default: Latest) to reorder results by date, name, or other criteria.

Asset cards

Each asset card shows:

• Thumbnail
• File name
• File size and dimensions
• Source (Uploaded, Created in Brandkit, etc.)
• A status dot indicating publish state

Selecting assets

Tick the checkbox on one or more asset cards to select them, or use Select all to select the full result set. Selected assets are added to the Basket for bulk actions.

Asset states

Assets can be in one of several states:

• Active — visible to users in the Portal with appropriate access
• Draft — hidden from the portal and regular users; admin-only. Also the default state on upload or create.
• Unreleased — before their release date
• Expired — past their expiry date
• Archived - has been archived
• Deleted - has been deleted

OM3: Assets > Grid

The Grid view

The Grid shows all assets in your library as thumbnails. It is the primary way to browse, search, and manage your content.

Searching and filtering

At the top of the Grid is a search bar that supports both keyword and semantic search. Below it, a row of filter dropdowns lets you narrow results by:

State, Source, Asset type, Licence, Album, Vault, Orientation, Credit, Extension, Added by, Collection, Blog topic, Brand guidelines, Category, Competitors, Help topic, Industry, Resources, SEO keywords

Use AND / OR toggle to control whether multiple filters narrow or broaden your results.

Sorting

Use the sort dropdown (default: Latest) to reorder results by date, name, or other criteria.

Asset cards

Each asset card shows:

• Thumbnail
• File name
• File size and dimensions
• Source (Uploaded, Created in Brandkit, etc.)
• A status dot indicating publish state

Selecting assets

Tick the checkbox on one or more asset cards to select them, or use Select all to select the full result set. Selected assets are added to the Basket for bulk actions.

Asset states

Assets can be in one of several states:

• Active — visible to users in the Portal with appropriate access
• Draft — hidden from the portal and regular users; admin-only. Also the default state on upload or create.
• Unreleased — before their release date
• Expired — past their expiry date
• Archived - has been archived
• Deleted - has been deleted