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Resources for TMS Administrators

Resources provide a way to curate and disseminate product specific content, such as professional learning material, product assistance information, FAQs, and data privacy compliance information.

Users of the TMS with the permission "Manage Resources" have the ability to create resource section content for their own use or to share with other users. Resources are widely helpful in getting important information to the right groups of users.

Create a Resource

  1. Locate a product either in a Directory or the Product Catalog.
  2. Select the Edit button.
  3. View the Product Description page.
  4. Select the Edit pencil.

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

add resource button

6. Enter a Resource title (required) and select Create.

add resource title

7. Select Add Element. Choose from the list of Element Types to begin building content.

add element

element options

8. Continue adding elements to your resource as desired (optional). 

9. 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.

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10. 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.

Resources appear in the order they are created. If you wish you adjust the position of a given section element or a section itself, you must reorder them after creation using the movement icons shown below.

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Customizing Resource Visibility

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

When creating a Resource, it is set to be visible only to the creator and those with Manage Resources permissions. For the resource section to be visible to teachers or other staff in the Product Catalog, the visibility must be adjusted.

visibility options

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
  • Assigned Teams - as created in Teams in the Settings area

Looking for Public Visibility for Resources relevant to guardians and students? View this article on the Public Catalog to learn how to create public visibility for a Resource.

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.

Deleting Resources

  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.

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Once a section has been deleted, it cannot be recovered.