Add a Resource

You can add new resources at anytime by following the steps below:

1. Main Menu > Admin Options > Resource List
2. The Resource search page will open
3. Click Search
4. Click Add to open the new Resource page
5. Add Resource information, ensuring that required fields in bold are complete
6. Enter Category Code (when creating a Resource for an Internal staff person)*
7. Save

*Category Codes

When creating a staff resource, the Category Code is used to configure which of the drop-down lists the person will appear in. Enter as many as required. e.g. /salesrep/producer.