Administrator: Assign, edit, and remove resources
Create, edit, or delete a team resource
Create a team
- Select Resources from your side navigation menu.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732141258551/resource-in-side-nav-menu.png)
- Select Add resource. This opens the Add resource drawer.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732145420206/add-resource-butto.png)
- Open the Resource type dropdown menu using the down-pointing caret.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732296995908/add-resource-drawer-team.png)
- Select Team.
- Enter and select information for the team. Required information is marked with an asterisk (*).
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732299466747/add-team-resource-informatio.png)
- Select Add.
Edit a team
Option 1
- Select Resources from your side navigation menu.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732141282161/resource-in-side-nav-menu.png)
- Select the Team tab.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732149835134/resources-team-tab.png)
- Use the vertical ellipsis to open the Actions menu for the team you want to edit.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732307036970/resource-team-edit.png)
- Select Edit. This opens the Edit resource drawer.
- Edit the team as desired.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732307262770/edit-resource-drawer-team.png)
- Select Save.
Option 2
- Select Resources from your side navigation menu.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732141299233/resource-in-side-nav-menu.png)
- Select the Team tab.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732149857499/resources-team-tab.png)
- Select the team you want to edit. This opens the Edit resource drawer.
- Edit the team as desired.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732307491187/edit-resource-drawer-team.png)
- Select Save.
Delete a team
- Select Resources from your side navigation menu.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732141315762/resource-in-side-nav-menu.png)
- Select the Team tab.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732149875891/resources-team-tab.png)
- Use the vertical ellipsis to open the Actions menu for the team you want to delete.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732307577270/resource-team-delete.png)
- Select Delete.
- Select Delete in the Delete team dialog.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732319999472/resources-delete-team-window.png)
Create, edit, or delete a custom administrator role
Create a new administrator role
- Select Resources from your side navigation menu.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732141336187/resource-in-side-nav-menu.png)
- Select the Settings tab.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732319247976/resource-create-new-role.png)
- Select Create New Role in the Admin roles card. This opens the Create new role drawer.
- Enter the name of the role you are creating.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732319360598/resources-settings-create-a-new-role-drawer.png)
- Enter a description.
- Switch on the toggles for the permissions you want to assign this role.
- Select Save.
Edit an administrator role
- Select Resources from your side navigation menu.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732141351655/resource-in-side-nav-menu.png)
- Select the Settings tab.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732319905492/edit-role.png)
- In the Admin roles card, select the edit icon for the admin role you want to edit.
- Change the title, description, or permissions as needed.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732320224601/edit-admin-roles-drawer.png)
- Select Save.
Delete an administrator role
- Select Resources from your side navigation menu.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732141369412/resource-in-side-nav-menu.png)
- Select the Settings tab.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732319925488/delete-role.png)
- In the Admin roles card, select the delete icon for the admin role you want to delete.
- Select Confirm in the Delete administrator role dialog.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732321344795/delete-role-dialo.png)
Assign and edit resource roles (rights)
Assign resource roles (rights)
Option 1
- Select Resources from your side navigation menu.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732141386130/resource-in-side-nav-menu.png)
- Select the tab for the type of resource you want to assign a role.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732653265810/resources-individual-tab.png)
- Use the vertical ellipsis to open the Actions menu for the resource you want to assign a role.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1733345284915/resources-edit-individual-resource.png)
- Select Edit.
- Select the role or roles you are assigning using the appropriate switches.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1733441987016/edit-resource-drawer.png)
- Select the permissions you want to assign to the resource.
- Select Save.
Option 2
- Select Resources from your side navigation menu.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732141434323/image.png)
- Select the tab for the type of resource you want to assign a role.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1733345319761/resources-individual-tab.png)
- Select the resource.
- Select the role or roles you are assigning using the appropriate switches.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1733442009231/edit-resource-drawer.png)
- Select the permissions you want to assign to the resource.
- Select Save.
Add resources to instances
- Select Resources from your side navigation menu.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732141440123/image.png)
- Select Add Resource. This opens the Add resource drawer.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732145463953/add-resource-butto.png)
- Select the resource type.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732581015831/select-resource-type.png)
- Enter the information required for the resource type. Different resources may require different types of information.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732581038280/add-resource-drawer.png)
- Select Add.
See reources who haven't responded to invitations
- Select Resources from your side navigation menu.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732141444529/image.png)
- Select the Pending tab.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732290536503/resources-pending-tab.png)
Remove resources
- Select Resources from your side navigation menu.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732141540097/image.png)
- Open the dropdown menu on resource's information row by clicking the vertical ellipsis.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732290968697/resources-delete-individual-resource.png)
- Select Delete.
- Confirm you want to delete the resource by selecting Delete in the Delete resource dialog.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732150332002/delete-resource-window.png)
Reassign and remove a primary contact
- Select Resources from your side navigation menu.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732141454230/image.png)
- Open the dropdown menu on resource's information row by clicking the vertical ellipsis.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732291035436/resources-delete-individual-resource.png)
- Select Delete. If the resource is assigned as the role of primary contact, the Cannot delete resource dialog appears.
- Select Reassign in the Cannot delete resource dialog.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732291117394/cannot-delete-resource-window.png)
- Start typing the name of the user you want to assign as primary contact and select them from the Primary contact dropdown menu
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732580520542/reassign-primary-contact-drawer.png)
OR select Reassign to me to make yourself the new primary contact.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732579937394/reassign-to-me.png)
- Select Reassign. The primary contact role will be reassigned and the Delete resource dialog will open.
![](https://files.helpdocs.io/pxEGJf5ac2/articles/aas494y9sa/1732580409209/delete-resource-window.png)
- Confirm you want to delete the resource by selecting Delete.