Managing company resources (admin)
Administrators have the ability to manage both Company Documents and Company Links, determining which documents are available to all users and which links will be shown to all users.
To add and manage documents, first click the View All Documents link beneath the list of company files. You will then be taken to the Documents page that shows all Company Documents, filterable by using the Tags in the upper right. Further, we provide a shortcut for any user to access their own documents by clicking My Documents.
To add a document, click the Upload button. On the left-hand side, you may enter any descriptive tags and select the view permissions for the file(s) you are going to upload. Selecting Everyone allows all employees to view the file; if you unselect Everyone, then only other administrators can access the file.
Next, you can:
- Click Choose Files and use the file picker to select one or more documents to upload
- Drag and drop one or more documents onto the page
To update a documents' attributes, click the pencil icon to the right of the document name. To delete a document, click the trash can icon to the right of the document name.
- Certain file types (such as executable files) and/or file sizes may be restricted.
- Multiple file selection and drag & drop functionality may not be available on all browsers.
To add and manage company links, first click the View All Links link beneath the list of company links on the Resources page. You will then be taken to the Links page.
To add a new link, click Add Link. Enter in the appropriate information, including the URL of the link, the title you want to appear and any description of the link that you would like to provide. Click Add Link to completed.
To update a link's attributes, click the pencil icon to the left of the link name. To delete a link, click the trash can icon to the left of the link name.