Resources Module Overview #

The Resources module provides a central place to organize and access important company information, documents, and links.

When you select Resources from the left-hand navigation, you will find two primary areas: Workspace and My Resources.

Workspace #

Workspace lets Company Admins create organized resource areas for the company, departments, or specific user groups.

Workspaces can bring together important pages, documents, and links so team members know exactly where to find the resources they need.

Only Company Admins can create and manage Workspace content.

Add a Category #

Categories provide the primary structure for organizing your Workspace.

To create one:

1. Navigate to Resources → Workspace.
2. Click Add Category.
3. Choose how you would like to configure and organize the category.
4. Determine who should have access.
5. Save your changes.

Categories can be available to everyone or restricted to selected users or departments.

Organize Categories #

You can control the order in which categories appear.

Use the drag handle next to a category to move it into your preferred position.

This lets you place frequently used or higher-priority information where your team can find it most easily.

Add Sections & Resources #

Within each category, you can create additional Sections to organize related information.

Sections can contain resources such as:

• Documents
• Links
• Pages
• Other supporting materials

This structure lets you group related resources and create an easy-to-navigate knowledge center for your team.

Manage Workspace Access #

You can share Workspace content based on who needs access.

You can:

• Make content available to everyone.
• Share with specific departments.
• Restrict access to selected users.

This lets you maintain one centralized Workspace while ensuring team members access only the resources relevant to them.

My Resources #

The My Resources tab is personalized for each user.

Here, you’ll find resources that you own or that have been shared with you.

To create a new resource:

1. Navigate to Resources → My Resources.
2. Click Add Resource in the upper-right corner.
3. Add the resource information.
4. Save your changes.

Workspace vs. My Resources #

The easiest way to understand the difference is:

Workspace is the organized company resource center created and managed by Company Admins.

My Resources is your personal view of the individual resources you own or that have been shared with you.

Together, these areas provide a centralized way to organize company knowledge while giving each user quick access to the resources most relevant to their work.