Knowledge Base Article

Add Links & Resources

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The Links and Resources page is a collection of all webpages used and referenced within your organization.

To get started, choose Workflow & Productivity > Links & Resources -from the Argenta main menu on the left-hand side of the screen:

 
 
 

This opens your Links & Resources page. From here, click the “Add New” button:


This opens the Link/Resource Workspace:

  
You will notice that this workspace has two tabs. Lets go tab-by-tab and field-by field:
 
1. Link & Resource Details tab:
 
 
On this tab you will enter the details for you link or resource. You can add these details:
  1. Record Permissions- Set As View Only - Placing a checkmark in this box restricts this record to view-only access unless the user is the user who created the record, the user is a master admin, or the user is given specific permission to modify this record on the Record Permissions tab of this record. Permissions also work by assigning a department, district and/or precinct. If you have users in your system who are restricted by these permissions, they will only be able to see records in the departments/districts/precincts you have granted them access to.
  2. Record Permissions - Set As View Only - Placing a checkmark in this box locks this record so that users cannot view or update the record unless the user is the user who created the record, the user is a master admin, or the user is given specific permission to access this record on the Record Permissions tab of this record. Permissions also work by assigning a department, district and/or precinct. If you have users in your system who are restricted by these permissions, they will only be able to see records in the departments/districts/precincts you have granted them access to.
  3. Link/Resource Title - Enter the resource or link's name here. This is a required field.
  4. Link/Resource Category - Select a Category from the drop-down list. If a category is not in the system, you can add a new one by clicking the Add New  icon. This is a required field.
  5. Link/Resource URL - Type or paste in the resource’s or link's URL here. This is a required field.
  6. Description - If you like, you can also provide a description of the resource here. This is an unlimited field.
  7. Chapter - If this link/resource belongs to a specific chapter within your organization, or you would like to lock permissions by chapter,  you can select a chapter from the drop-down list.
  8. Division - If this link/resource belongs to a specific division within your organization, or you would like to lock permissions by division, you can select a division from the drop-down list.
  9. Department - If this link/resource belongs to a specific department within your organization, or you would like to lock permissions by department, you can select a department from the drop-down list.
  10. District - If this link/resource belongs to a specific district, or you want to lock permissions by district, you can select the district from the drop-down list. 
  11. Precinct - If this link/resource belongs to a specific precinct, or you want to lock permissions by precinct, you can select the precinct from the drop-down list.

Once all of these fields have been entered, click the “Save All Changes & Continue” button before moving on.

2. Record Permissions tab:
 
 

This tab controls the record permissions for the Link/Resource.

2. A. View Only Access:

Sometimes you want users to be able to view a record but block them from modifying that record. Individual records can be set to View Only so only master admins and users who are listed here, can edit them. To grant users permission to modify this record simply add them here. Select a user from the "Select A User To Add" drop-down menu then click the "Add Selected User" button to add the user to the view-only access permissions.

2. B. Locked Record Access:

Individual records can be locked so only master admins and users who are listed here can view or edit them. To grant users permission for this record simply add them here. Select a user from the "Select A User To Add" drop-down menu, then click the "Add Selected User" button to add a user to the locked record access permissions.