Organization Palettes Overview (Only Available in Preview)

What is an Organization Palette?

An Organization palette is a shared palette that has been elevated to the organization level by a publisher. Organization palettes are intended for curated, standardized content sets (for example: discipline starter packs, client packages, office standards).

Clay’s framing from the Preview walkthrough:

• Personal palettes are meant to be flexible and temporal (build → use → discard).

• Organization palettes add governance and control (publisher ownership + permissions + broad sharing).

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Where Organization Palettes Appear in AVAIL Desktop

Palettes live under Channels in AVAIL Desktop. In that area, palettes are separated into:

• Personal

• Organization

Visual indicator

• Organization palettes display a blue palette icon

• Personal palettes display an orange palette icon

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Core Features of Organization Palettes

Publisher ownership and curation

• Organization palettes are owned by the publisher who promoted them.

• They can be curated/QAQC’d before broad rollout.

Share with User Groups or Everyone in Your Plan

Organization palettes can be shared with:

• Individual Users

• User Groups

• Everyone in My Plan (User Group sharing, including Everyone in My Plan, is not available when sharing a Personal Palette).

Granular Permissions

You can set:

• View access

• Edit access

Favorites Palettes

Users can favorite Personal and Organization Palettes for quick access alongside favorited Channels.

Search within Palettes

The updated palette experience adds search inside Palettes:

• Searches by content name only.

• Does not search tags/metadata like Channels.

• Palettes are limited to 200 items.

Updated Palette Cards (Thumbnail Grid)

Palettes can display a grid-style preview card:

• Use Generate Card from Selection to choose which items appear.

• You cannot upload a custom image like you can for channel cards.

• Selecting fewer items may show gray placeholders in unused slots.

Add-in Support + Bulk Loading

Organization Palettes are designed to be used directly in supported add-ins:

• Revit add-in: Palettes tab (Personal + Organization) + optional bulk load

• AutoCAD/Civil 3D add-in: Palettes tab + bulk load (intended parity with Revit)