Creating & Managing Resources

There are two places you can create and manage resources: at the product level and at the directory level. These locations have the same functionalities. However, the directory-level management of resources has a few added benefits.

Product Level Management	Directory Level Management
Ideal for: Creating or editing resources that are product-specific	Ideal for: Creating and editing resources that will be applied to multiple products across the directory through either multi-product assignment or duplicate resource. Identifying which resources have been made visible Identifying the number of products to which a resource has been assigned Deleting numerous resources in one place

Create a Resource

At the Product Level

1. From the Directory, click on the eyeball to the right of the desired product.
2. Select the Edit button in the top right corner.

3. Go the Edit Resources area of the page and select + Add Resource.

4. Enter a Resource title and select + Create.

From Directory Management

1. Click on the Directories icon on the left. If there are multiple directories, choose the desired one.

2. Click the Resources tab.
3. Click the + Create Resource button at the top right of the page.
4. Add the Resource Title.
5. Click + Create.

Adding Content (Elements) to a Resource

While viewing the resource, select Add Element. Choose from the list of Element Types to begin building content.

Preview the Resource Elements

Select the purple Preview button at the top right of the screen to see how the content will display. You can click the X Close button to return to the editor.

Return to the Product Catalog using the back button on the browser or use the breadcrumbs to return to the Edit page to add additional resource sections.

Adjust the Order of Resources or Elements

Once you have created resources and/or elements, you can use the arrows to the left of the Resources or the beside the titles of the elements to reorder them.

Customizing Resource Visibility

Customize the visibility of a resource section to choose which audience(s) can view the resource in the catalog.

The options for visibility are:

• None - default setting; only visible to those with Manage Resource permissions
• All Users - all division staff who will log in to the TMS
• Coming Soon: Specific User Groups

To customize the visibility:

1. Click the pencil to the right of the desired Resource section you'd like to customize.
2. Click the Visibility tab.
3. Select the radio button to the left of either None, All Users, or Assigned Teams. If choosing Assigned Teams, you must also click + Add beside the desired teams.

Removing & Deleting Resources

Remove a Resource from a Product

You can remove a resource from a product without deleting it. This resource will still be located under the Resources tab in the Directory if you wish to reinstate it on a product later.

1. Locate a product either in a Directory or the Product Catalog.
2. View the Product Description page.
3. Select the Edit pencil to edit the product.
4. Click the pencil icon on the right of the Resource you wish to delete.
5. Select the trash can icon at the top right of the page.
6. A warning message will appear asking if you are sure you want to delete.
7. Select Delete to remove or Cancel to abandon this action.

Deleting a Resource

To permanently delete a resource:

1. Open the desired Directory.
2. Click on the Resources tab.
3. Click the trash can icon to the right of the resource you wish to delete.
4. Click the red Delete button to confirm deletion.