Configure Resources

Configure Resources

In order to access Control panel\Site configuration\Resources, the staff user must have Staff Reviewer or DonorCentral Administrator access:

Maintaining Staff Codes

You can upload and attach files such as printable grant recommendation forms, annual reports, newsletters, and images that all advisors can access on the Resources page. These resources can be used to assist advisors in managing their fund(s) more efficiently.

1. In the top menu, go to Control panel and select Site configuration.

2. In the menu on the left side of the page, select Resources.

Note: Resources are available to all advisors and are not associated with a specific fund. For information on how donor/advisors can access resources, see Resources.

Upload or attach resources

1. Select + Upload or attach files.

2. Upload one or more files. You can drag and drop files, browse for files, or paste hyperlinks to files.

To upload a file saved locally or on your network, move the file to Drag a file here , or select the box to browse to and choose the file. Enter a name or title under Resource name to identify the resource. Optionally, enter additional information about the file under Description, such as a detailed explanation of its relevance or intent.

Note: The Resource name and Description you provide for each file are displayed to advisors on the Resources page.

3. Select Save.

Edit resource details

You can only modify the name and description of existing resources. If you need to make a change to a resource file, you'll need to remove the resource, then upload the correct file.

1. Open a resource's menu  and telect Edit details, then edit the Name and Description as necessary.

2. Select Save.

Remove a resource

You can remove a resource from the Resources page.

1. Open the resource's menu  and select Remove.

2. Select Remove to confirm removing the resource.

Reorder resources

You can specify the order that the resources display on the Resources page.

1. Select Reorder.

2. Select the two-sided arrow icon next to the resource you want to move, then drag it to a different position in the list. To have a resource display first in the list, select Top.

3. Select Save.