How To: Resource Types

How to add a Resource Type

  1. Select Resource Types from the Administration area. You will be taken to the Resource Types DataGrid. To learn more about DataGrids, click here.

  2. Click the Add button at the top of the DataGrid. This will open up the Resource Types Maintenance page.

  3. Enter the Label for your Resource Type, and assign a Parent Resource Type if you wish. Decide whether you want the Resource Type Enabled and Protected.



  4. Click Save  to save your Resource Type.

How to add Account exclusivity to your Resource Type

  1. Select Resource Types from the Administration area.

  2. Right click the Resource Type you wish to add Account exclusivity to, and select Accounts from the context menu.



  3. Click the Add button to add and Account to the Resource Type, and then select the Account you wish to add. To remove an Account from a Resource Type, select the item and click Remove.



  4. Click Save to save your changes.

How to edit an existing Resource Type

  1. Select Resource Types from the Administration area.

  2. Right click the Resource Type you wish to edit, and select Edit from the context menu.


How to delete a Resource Type

  1. Select Resource Types from the Administration area.

  2. Right click the Resource Type you wish to delete, and select Delete from the context menu.