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Project Resources

Add persistent resources for customers to access via the Portal

Melissa Scatena avatar
Written by Melissa Scatena
Updated over 3 weeks ago

Do you have files, videos, or links you want accessible across all customers without having to include them manually each time? You can add them to the customer portal as resources!

Instructions

1. Go to Library in navigation

2. Click Resources

3. Add any links, files, or videos you want visible to all customers across all projects

What do customers see?

Customers will see a section called Files & Links accessible from every page of the portal for quick reference.

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