How do I add resources to my company instance?

Updated 3 months ago by Jennifer B.

  1. Click your name at the top of your dashboard.
  2. Select Administration.
  3. Click Resources in your Administration menu.
  4. Click Add resource.
  5. Select the resource type.
  6. Enter the information required for the resource type.
  7. Click Add.
Resources receive emails notifying them that they have been invited as a resource and they must accept the invitation before they are added as team members.


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