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How to add resources to a workspace or workspace template

Resources can be added to both individual workspaces and workspace templates to make key tools and information easily accessible to users.

*Note: Only users with an Admin role can add or modify resources within a workspace.

How to add resources to a single workspace 

1. To add resources to a single workspace navigate to the needed workspace and choose the resource you want to add by clicking on the checkmark. Click Save



2. To remove a resource from a single workspace navigate to the needed workspace and choose the resource you want by unchecking it. Click Save

How to add/remove resource to a workspace template

1. To add a resource to a workspace template navigate to your Workspace Templates list. Click on Settings in the top left corner of the navigation menu

2. Click on Workspace Templates on the left, and click on the template you want to add resources to

3. From within the Workspace Template, click on the feature you want to add and click Edit

4. Click on the resource you want to add and click Save

 

5. To remove a resource from a Workspace Template

6. To remove a resource from a Workspace Template choose a resource and click Edit

7. Uncheck the box and click Save