- Access Resources Dashboard: Navigate to the resources tab in the left menu. Here, you'll find the dashboard displaying categories and resources.
- Create a New Category: Click on "Add Category" in the top menu. Name your category (e.g., "At Home Training"), and choose the access level (all members or specific groups). Click save.
- Add Resources to the Category: Click on "Add Resource" in the top menu. Name the resource (e.g., "Training Tips Video"), select the category (e.g., "At Home Training"), and provide a short description if needed. Choose the status (active or inactive) and add a URL for the video or upload a PDF file. Click save.
- Monitor Resource Interaction: Track resource views by clicking on the category and then the resource. As an administrator, you can see who viewed the resource and when.
- Upload PDFs: To upload PDFs, follow similar steps as adding videos. Name the resource, select the category, add a description, and upload the PDF file. Optimize the PDF file before uploading to minimize its size.
- Review and Manage Categories and Resources: Regularly review categories and resources to ensure relevance and accuracy. Add new resources as needed and update existing ones.
By following these steps, you can effectively use the member-only resources function in Friendly Manager to share PDFs, videos, and website links with specific groups within your organization