Creating a Resource

Click the add button on the Resources page. In the slide-out panel, enter:

• First name (required, up to 100 characters)
• Last name (required, up to 100 characters)
• Title (optional, up to 250 characters)
• Group (optional) – if not selected, the Resource is placed in the “Not Assigned” Group
• Email (optional)
• Phone (optional)

Headshots can’t be uploaded during creation – you’ll add one after the Resource is created.

Editing a Resource

Expand a Resource card to edit their details. The left side of the expanded view shows all editable fields: first name, last name, email, phone, title, and Group. A save bar appears at the bottom when you make changes. Click save to apply or cancel to revert.

Uploading a headshot

In the expanded Resource view, you’ll see the current headshot (or a default image). Click the upload button to select an image file (JPEG, PNG, or GIF, up to 5MB). A crop tool opens where you can select a square area of the image. Click save to apply the cropped headshot. To remove a custom headshot and revert to the default, click the delete button on the image.

Deleting a Resource

Click the delete icon on the expanded Resource card. You’ll be asked to confirm, as deletion is permanent and cannot be undone.