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Adding Resources

Build your portal's resource library.

Open Resources from the sidebar. The page has two tabs, Resources and Knowledgebase, and opens on Resources.

Resources are filed under six categories — Read, Watch, Listen, Engage, Template, and Custom — with an Active and Archived filter alongside them.

Creating a resource

Select + Create New Resource. A resource is a set of links defined in a spreadsheet rather than a single file, so the form asks for both presentation and data:

  1. Enter a Title and Description — both required.
  2. Upload an Image Thumbnail — required. PNG, JPG, or GIF up to 6MB.
  3. Select CLICK TO DOWNLOAD to get the template .csv, fill in every column, and upload it. CSV and XLSX files up to 6MB are accepted.
  4. Set Publish? when you are ready for members to see it.
  5. Select Create Resource.

Please note: Archive outdated resources rather than deleting them, so links elsewhere do not break.