Adding Resources to a Client Company Workspace

When you add resources to a client workspace you can choose between the Global Library (prepopulated) or your Practice Library (resources you added)

The Global Library contains "how to" articles to support the client onboarding process, helping you help your clients to learn how to use their new workspace.

To add resources to the client workspace: 

1. From the left navigation select the client workspace you want to customize
2. In the Links panel click the Manage link nest to the Resources section
3. In the Available Resources click on the resource you want to add from either the Practice or Global Library
4. Resources can be organized in the Selected Resources section by dragging and dropping to the desired order (you may need to refresh the workspace page for the reorder to take place)