The Resource Folder feature is available for organizations to store and organize documents in a structured way. Admins have access by default and can grant access to other roles through user profile permissions. This allows teams to manage resources more efficiently while controlling visibility across the organization.
Follow the steps below to create and manage resource folders.
Step 1: Click “Resource Folder” on the main menu.
Step 2: Click "+ Add."
Step 3: In the pop-up window, enter the required fields "Name" and "Roles."
Step 4: Click "Add" to create the resource folder.
Step 5: Locate the created folder and click the "View Detail" icon.
Step 6: Under "Resources," click "+ Add."
Step 7: Enter the required information, such as "Name" and upload the document.
Step 8: Click "Add" to save the resource.
Note: You can update the resource folder’s "Name" and "Roles" by clicking the "Edit" button in the “Update Resource Folder” section. After making changes, click "Update" to save.