Add a Staff Resource

Objective

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Add a resource to a Staff person's record.

Solution

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The Resources feature lets you upload files and add links to a Staff record.

1. Go to Staff > Active Staff.
2. Select the staff member.
3. Select the Resources tab.
4. Click the + New button to open the Add a resource window.
5. Add a Name to the resource. This will appear on the Resource card.
6. Select the Audience.
   • Is this a restricted resource? This is off by default. Toggle it on to restrict access to specific Users. 
7. Select the Resource location:
   • I'll upload it - Select the file to upload. Accepted file types include:

.doc	.pdf	.jpg	.txt	.xls	.jpeg	.odt	.rtf	.html	.epub	.png
.mp3	.mp4	.csv	.eml	.docx	.xlsx	.tex	.wks	.wps	.wpd	.mov4

• I'll link to it - Enter the URL in the Resource Link field

      8. Click Add.

⚙️ User Permissions may limit access to this feature or functionality.