Adding Resources

The Resources page is where users can upload global and confidential Resources. 

There are three sections in Admin Resource page: 

  1. My Resources
  2. Shared with Me
  3. Admin Resources

There are two sections in Coach Resources page

  1. My Resources
  2. Shared with Me

If a Coach is selected to be a Location Admin they then will be able to see Admin Resources. 

Please Note: Coachees can upload/download Resources in Engagement Settings only.

  • From your Resources page click on Add Resource.
  • You can add a Folder, File, Form, Link, or Theme Library.

 

Files 

You can upload Files to your Resources straight from a computer or sync Files from Google Drive, Dropbox, Evernote, Box, and OneDrive. Accepted file formats include images, doc files, PDFs, sheets, and slides.

  • Click on Upload File.
  • Select a source to upload a file from.
  • Select the file and click Upload.

  

Forms 

Forms allow Admins to collect aggregate data on the Participants of their Engagements. Only Global Admins can see confidential Form results whether the Form is in My resources, Shared with me, or Admin resources

If a confidential Form is in Admin resources, then Global Admins can add it to Programs but they cannot view results. 

If a non-confidential Form is in Admin resources, then Location Admins can view it.

  • Click on Create Form.
  • Admins can add a Text Question, Numeric Question, Single Choice, Multiple Choice, and Dropdown Menus.
  • Admins can optionally set the privacy of the Form by clicking on the lock icon at the top of the Form.

  

Folders

Folders provide a way to organize the Resources. Items can be added inside the folder. 

  • Click on Add Resource and select Folder.
  • Give the folder a Name and click Create.

The folder is now ready to add resources to. The more options menu allows you to Share, Duplicate, or Remove the folder.

  • Click on the folder to open it and click Add Resource.

Any Resources you add will be specific to that folder. 

 

Sharing

You can share Resources with Admins and Coaches from your Resources page. 

  • Once a Resource is uploaded click the more options menu "...".
  • Select Share.
  • Choose a user to share the resource with and click Ok.

To learn more about Programs click here.

To learn more about Program templates click here.

  

 
 

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