Onboarding

Add a New Resource Document

Create value and share information with in a user's profile such as a welcome packet, freebies, and anything else helpful to your users.

 

1. From your dashboard select MORE

2. Select Advance Builders

3. Select Resource Library Builder
4. Select Add Resource

5.  Complete the information to add the resource. 

Screen Shot 2024-01-02 at 4.03.00 PM

6. Select Add

7  The resource will now be added to the Resource section in profile when users fit the correct criteria. 

Now It's Your Turn

Select Resource Manager in Others. Now add a resource (even if it is just a test document or URL)