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Organization Resources Function Configuration
Functionality: Easily upload, organize, and share key documents and links for quick employee access.
Benefits: Quick access, improved communication, and boosted productivity for your team.
1. Enable the Feature:
Visit the Teamflect Admin Center.
Locate and enable the "Organization Resources" feature by toggling the corresponding button on.
2. Add and Manage Resources:
Once the feature is enabled, click on "Edit organization resources" to manage your content.
If you're starting from scratch, click the "+ Add new resource" button on the top right to begin adding new materials.
You may also change the order of your existing resources, and edit or delete them on the same interface.
3. Input Resource Details:
Resource Title: Enter a title for the resource; this field is required.
Resource Description: Provide a brief description of the resource; this is optional but can help users understand the resource’s relevance.
Resource Format: Choose between Document and Link; this choice dictates the subsequent input requirements:
For Documents: Attach the relevant file. Ensure the file does not exceed 5MB and is in one of the supported formats: .ppt, .pdf, .docx, .csv, .jpg, .png, .pptx, or .xlsx.
For Links: Enter a valid URL with 'https://' format. This will direct users to an external page when they select the resource.
4. Custom Resource Icon (Optional):
Optionally, you can select a custom icon for each resource to make it more identifiable to employees within the app. Toggle the button on to enable this option and choose a related icon.
5. Save and Publish the Resource:
After entering all the necessary details and configurations, click the "Add resource" button to finalize and publish the resource.
Once added, the resource will appear in the "My Organization" tab within the app.
6. Access by Employees:
Employees can easily access these resources; clicking on a document will prompt it to download automatically while selecting a link will redirect them to the specified URL.
Beneficial Use Cases
Onboarding: Quickly provide new hires with essential materials like policies and training documents.
Company Policies: Ensure employees always have access to up-to-date HR policies and guidelines.
Training Materials: Centralize training resources for easy access by your team.
Templates & Guidelines: Share consistent project templates and client-facing documents.
Internal Updates: Share links to the latest company resources or important materials.