Accessing External Resources Settings
- Click Settings in the sidebar
- Select the External Resources icon from the settings navigation
External Resources Overview
Resource Information
Each resource shows:| Field | Description |
|---|---|
| Name | Display name for the resource |
| URL | Link destination |
| Category | Resource classification |
| Visibility | Who can see this resource |
Managing Resources
Adding a New Resource
1
Click Add Resource
Select the + Add Resource button
2
Enter Details
Fill in the resource name and URL
3
Select Category
Choose an appropriate category
4
Set Visibility
Configure who can access this resource
5
Save
Click Save to add the resource
Editing Resources
Click on any resource to edit:- Update the name or URL
- Change category assignment
- Modify visibility settings
- Delete if no longer needed
Resource Categories
Organize resources by category:| Category | Use For |
|---|---|
| Documentation | Product docs, user guides |
| Knowledge Base | Internal wikis, FAQs |
| Training | External training links |
| Tools | Utility websites, online tools |
| Vendor | Vendor portals and resources |
Visibility Options
Control who can see each resource:- All Users - Visible to everyone
- Specific Roles - Only users with certain roles
- Specific Companies - Only users from selected companies
Use Cases
For MSP Teams
- Link to internal documentation
- Quick access to vendor portals
- Tool shortcuts for technicians
For Client Users
- Company-specific resources
- Training materials
- Policy documents
Best Practices
- Keep current - Remove outdated links
- Use descriptive names - Make purpose clear
- Organize by category - Help users find resources
- Test links - Verify URLs work before adding
Related Resources
- Settings Overview - All settings options
- External Resources Module - Module overview