Sharing resources across Companies

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 Access tab.
• In the Access 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 Access 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.