Skip to main content

Managing Resources

This guide covers how to create, organize, and publish resources for your team.

Administrator Access Required

Only users with the Administrator role can manage resources.

Accessing the Resource Manager​

  1. Navigate to Resources under the Admin section of the sidebar
  2. You'll see the resource builder interface

Resource Types​

You can add the following types of resources:

Pages​

Navigable pages that act as folders containing additional resources. Use pages to organize content into separate views that users can navigate into.

Sections​

Collapsible groups with headers that organize items on the same screen. Sections can be expanded or collapsed by default.

Documents (PDF)​

Upload PDF files for your team to view. You can optionally specify a page range to show only specific pages.

Links to external websites. Useful for referencing online tools, forms, or other web content.

Phone​

Phone numbers that team members can tap to call directly from the mobile app.

Email​

Email addresses that open the default email app when tapped.

Adding Resources​

  1. Click on one of the resource type buttons at the top of the builder (Section, Page, Link, Document, Phone, or Email)
  2. A dialog will open for that resource type
  3. Fill in the required information:
    • Title - Display name for the resource
    • Type - specific fields (URL, phone number, email, or document)
    • Fill any additional required content for the specific resource
  4. Click Add Item or Update Item

Organizing Resources​

Drag and Drop​

Reorder items by dragging them to a new position in the list.

Nesting Items​

Drag items onto sections to nest them inside. This creates a hierarchical structure.

Default Expansion​

Configure whether sections are expanded or collapsed by default when viewing.

Uploading Documents​

To upload PDF documents:

  1. Click the Document button in the resource builder
  2. Click Select or Upload Document in the dialog
  3. Click Upload New in the asset selector
  4. Either drag and drop your PDF file or click to browse and select it
  5. Click Upload All to upload the file
  6. Use the search bar to find your newly uploaded document
  7. Click on the document to select it
  8. Enter a Title for the resource
  9. Optionally specify start and end page numbers to show only specific pages
  10. Click Add Item to save

Publishing Changes​

Changes you make are saved as a draft and won't be visible to team members until published.

To publish:

  1. Review your changes in the resource builder
  2. Click the Publish button
  3. Confirm the publish action
warning

Publishing will immediately update what all team members see in the app and portal.