Extension Briefcases allow you to create a briefcase that is open only to users who install your Extension (either as a trial or paid). Suggestions for briefcase contents are release notes, tips and tricks, upcoming feature information or simply a way to collaborate with your users. When a new user downloads your Extension, they are automatically invited to the briefcase. If their license expires or is transferred to another user, they are removed. You can also add or delete members manually in your Briefcase tools.

1. Create briefcase

Create a briefcase linked to the selected extension. Any user assigned to that extension will automatically be added to the briefcase.

2. Assign briefcase to Extension

Link an existing briefcase to a specific extension. Once linked, user assigned to that extension will automatically be added to the connected briefcase.

Accessing Briefcase Settings

If you are viewing a briefcase, Settings can be found from the right-side menu, as shown in the screenshot below:

Alternatively, if you are on the Briefcase listing page, search for the desired briefcase and click the triple dots.

Then, click Settings.

As a Briefcase Manager

Manager of the briefcase can provide more information of the briefcase by adding a description.

If you are viewing a briefcase, briefcase description can be found from the right-side menu, by clicking on the 'i' icon.

A Briefcase description pop-up screen will then appear, as shown in the screenshot below:

In addition, Briefcase Manager can upload a logo for the briefcase and manage member participation by enabling or disabling the following settings:

Members can comment: By enabling this option, all members can comment on posts.

Members can post: By enabling this option, all members can create new post in the briefcase.

Show members: If you want to protect member privacy, disable this option. Only the Briefcase Manager can view the list of members.

Don't forget to click Save button to apply your changes!

To leave the briefcase at any time, look for the Leave/Delete Briefcase section. As a Briefcase Manager, you will see both Leave Briefcase and Delete Briefcase buttons. From there, simply click the Leave Briefcase button and confirm your action when prompted. If you're the last manager of the briefcase, you will only see the Delete Briefcase button.

As a Briefcase Member

Members of the briefcase can choose how and when they'd like to receive alerts by customizing their notification settings.

Look for the Notifications section. From there, enable or disable options based to your preferences. Don't forget to click Save button to apply your changes!

To leave the briefcase at any time, look for the Leave/Delete Briefcase section. From there, simply click the "Leave Briefcase" button and confirm your action when prompted.