Search

Client Resources

The Client Resources module simplifies the way businesses share common files with their clients. Instead of sending files individually through workspaces, admins can upload and centrally manage common files that clients can access directly from the Resources module in the client portal dashboard. File permissions can also be set to restrict access to specific distributions lists. 

How It Works

For Admins:

  1. Go to the Org Admin Portal. Click Client Portal, then select Modules.

  2. Open the Client Resources section.

  3. Upload files and add details like resource names and descriptions.

    • Use folders and subfolders to organize resources effectively.

  4. Share files with all clients or create folders with permissions to restrict access to specific client distribution lists.

    • Files in the root folder are automatically shared with all clients.
    • Files in a sub-folder will inherit the sharing permissions of their parent folder. 


For Clients:

  1. Open the Resources section in the Client Dashboard.
    • If no resources are available, the Resources section will not be shown.
  2. View detailed information about a resource in the side panel, including:
    • Resource name
    • File name and type
    • Description
    • Last modified date
  3. Click on a resource to preview it in full-screen mode. 
  4. Download the file directly to your device or copy it to an existing workspace.
  5. Use resources in workspaces by clicking Use, which allows the user to share that file in a workspace. 


Key Benefits

  • Centralized File Management: Admins can upload and manage common resources in one place, ensuring clients always have access to the latest files.
  • Instant Updates: Files and changes are instantly available to clients in their client dashboard.
  • Organized Sharing: Use folders and permissions to share files with the right clients.


Frequently Asked Questions

  1. Who can manage Client Resources?
    • Only organization admins have access to manage resources via the Org Admin Portal.
  2. Where can clients find these resources?
    • Clients can access shared resources in the Resources section of their Client Dashboard.