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Managing Resources

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

Permissions

Managing resources requires resource permissions on your role: viewing the builder requires View Resources, saving drafts requires Edit Resources, and publishing requires Publish Resources. The built-in Admin role has all of these; custom roles can hold any combination.

Accessing the Resource Manager​

  1. Navigate to Resources under the Entity Management section of the sidebar
  2. You'll see the resource builder with a Draft or Published badge showing the menu's current state

Resource Types​

You can add five 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​

Headed groups that organize items on the same screen. In the mobile app, sections can start expanded or collapsed.

Documents​

PDFs from your Documents library. You can optionally set a page range to show only part of a document.

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

Contacts​

Contact cards with phone numbers, email addresses, an address, and notes. Phone numbers are tap-to-call in the mobile app.

See Resource Types for details on each type.

Adding Resources​

  1. Click the Add button and choose a type (Section, Page, Link, Document, or Contact). Inside a section, use the section's + button to add to that section directly
  2. A dialog will open for that resource type
  3. Fill in the fields — a Title (or Name for Documents and Contacts) plus the type-specific fields (URL, contact details, or document)
  4. Optionally restrict who sees the item with Visible to
  5. Click Add [type] (for example, Add Section) — or Save Changes when editing an existing item

Organizing Resources​

Drag and Drop​

Reorder items by dragging them to a new position. Drop an item onto a section or page to nest it inside, or drop it on a breadcrumb to move it up a level.

Editing and Deleting​

Each row has a ⋯ menu (also available by right-clicking) with Edit and Delete/Remove actions for that item.

Default Expansion​

Configure whether a section starts expanded or collapsed in the mobile app with its Expanded by default option.

Adding a Document Resource​

  1. Click Add and choose Document
  2. Click Choose a file from Documents in the dialog (files come from your Documents library)
  3. In the file picker, search your library — or upload something new by dragging a file into the picker
  4. Select the file, then click Use This File
  5. The Name is auto-filled from the file name; adjust it if needed
  6. For multi-page PDFs, optionally set a Page range to show only specific pages
  7. Click Add Document

Saving and Publishing​

Your edits accumulate in a draft that members can't see. Click Save Draft to store your work — if you try to leave with unsaved changes, the builder warns you first.

To review what's changed, click View Changes. The Pending Changes panel groups everything you've added, renamed, edited, moved, reordered, or removed since the last publish, and lets you jump to any item. From there you can also Discard draft to throw away unpublished changes (this is confirmed before anything is deleted).

To publish:

  1. Review your changes (View Changes)
  2. Click Publish
warning

Publishing takes effect immediately — there is no confirmation step. All team members will see the updated menu in the app and portal right away.