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How to Add a Resource

This article will walk you through the steps on how to add content to your Resource Center.

Updated over 6 months ago

Please make sure that your Resource Center has been set up before uploading content. To learn more, check out this article.

Adding a Resource:


Click the New Resource button on the main Resource Center page.

  1. Name Your Resource
    This name will be displayed to your Partners when they see the file.

  2. Add a Description
    Optionally, you can add a description to provide details about the resource, such as its benefits and uses.

  3. Select a Category
    Choose which category you'd like this resource to be in. You can add a resource to multiple categories if needed.

  4. Select the Resource Type
    Choose the type of resource you'd like to add: file, embedded video, or external link. We'll go over the differences in these types shortly.

  5. Add a Thumbnail
    Once a resource has been added, you need to add a thumbnail. Click the "Upload Image" button under the Thumbnail Image section at the bottom. A thumbnail can be uploaded for all file types.

Please note, that if you do not upload a thumbnail, a default thumbnail will be placed.

Uploading a File:

  1. Select the File Option
    Choose the "File" option under Resource Type. Hover over and select the "Resource Name" button under "Upload File".

  2. We support various file types, including PDFs, Word Documents, PowerPoints, etc. However, depending on your browser, some files may automatically download if they cannot be displayed, which is common with PowerPoints or slideshows.

  3. Add your File.

    Please note that the file size must not exceed 100MB.

  4. Save Your Resource
    After your resource is uploaded, press the "Save" button.

Embedding a Video:

  1. Select the Embedded Video Option
    Choose the "Embedded Video" option under Resource Type.

  2. Enter the Video URL
    Enter the video URL under the "Embed Video" section.

We only support embedding YouTube or Vimeo videos.

Inserting an External Link:

  1. Select the External Link Option
    Choose the "External Link" option under Resource Type.

  2. Enter the Link URL
    Enter the link URL. This allows you to direct partners to external sites for additional content or to access file-sharing sites such as Dropbox or Google Drive.

Additional Notes:

  • New Partners
    If new partners are added to the portal, they will not see any uploaded content until they've been assigned to it, i.e., added to a group.

  • Content Visibility for All Partners
    If you want content to be visible to every partner, select the "All Partners" group.

For a more detailed walkthrough, feel free to take a look at this video.

For more information on setting up your Resource Center, check out this article.

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