Managing and sharing resources

In this article

Associating a resource with a Company

Sharing resources across Companies 

Changing resource ownership

Associating a resource with a Company

When a resource is created, a primary company is selected, and owns the resource. Depending on how you use Heropa, all resources created may have the same primary Company. 

Users with a Global role type can create a resource for any company, and manage the sharing of it. Users with a Company role type can create a resource for their company only.

Sharing resources across Companies 

For a resource to be visible to and available for use by other companies, it needs to be shared. The sharing concept also provides a way for resources to be restricted to select companies, if required.

When a resource is first created, users with a Global role type will have an option to share it with all companies. Post creation, users with a global role type are able to manage the Companies a resource is shared with. To do so: 

• View the details of the resource, and select the Sharing tab.
• In the Sharing tab, the Company field shows the primary company that owns the resource. 
• Below this, a list of Available companies on the left shows those that do not have access to the resource.
  • To provide access, use the > arrow to move a company from the Available companies list to the Selected companies list.
  • To remove access, use the < arrow to move a company from the Selected companies list to the Available companies list.
• Select Save to save all changes.  

Once a resource is shared with a company, that company will see the resource and be able to use it. 

Note that users with a Company role type will not be able to select to share a resource with other companies, and will not see the Sharing tab.

An example:

A template is owned by Company A, and shared with Company B, but not shared with Company C. Users in both Company A and Company B will see the template in the Templates List and also be able to select that template for use in a course, environment or event.

Users in Company C will not see the template and will not be able to use it.

Changing resource ownership

When a resource is created, the user creating the resource is the owner. In the Sharing tab of the resource, ownership can be changed to another user from the primary company that owns the resource.