Create or edit a resource

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In Professional you can create resources either for the whole workspace or specifically for a client.

To create a resource for the workspace

  1. Open your workspace.
  2. On the sidebar, select Resources.
  3.  In the navigation pane, select New > <Resource>
  4. On the General tab, enter the name of the resource.
  5. Click Save.

Once you save the resource, it is shown in the navigation pane.

Note

The resources cannot be created in the workspace but must be created for a specific client: 24 hour recalls and food records. 

To create a resource for a client

  1. Open your workspace.
  2. On the sidebar, select Clients.
  3. In the navigation pane, select the client.
  4. In the navigation pane, click New > <Resource> (or, on this client's Resources tab, click Create new > <Resource>).
  5. On the General tab, enter the name of the resource.
  6. Click Save.

Once you save the resource, when you select the client in the navigation pane, the resource is shown. When you open the client, the resource also appears on their Resources tab.

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