Managing Global Resources

This document provides a comprehensive overview of managing global resources, which allows for the seamless movement of resources across various organizational levels. For super administrators, there is an option to elevate resources to a global status. Follow the steps below to effectively utilize these features and ensure efficient resource management.

Step 1

In this video, we explore global resources. Global resources enable you to transfer a resource from one location to another, reaching up to an organizational level. For super administrators, it allows elevation to a global level. In this example, we will take a sample form and use the pull option.

Step 2

Upon selecting the pull option, you will be prompted to transfer the resource to the current organization. Complete this action to move the example resource from its original demo account to the specified organization.

Step 3

In the "show all" section under resources and forms, you will find a duplicate form. It is crucial to understand that these forms are distinct; therefore, any changes or deletions apply only to the specific location where the action is performed.

Step 4

Changes made at the location level remain specific to that location. When a resource reaches the organization level, global administrators have the option to pull it to a global level, moving it to a section independent of any organization.

Step 5

Navigate to resources and forms, and you will find the resource here. To illustrate, you can delete it from this section and then return to the demo account.

Step 6

The example form remains available. Additionally, it can be shared across various locations within the demo organization. By utilizing the share option, you can explore locations through search, scrolling, or tag-based filtering.

Step 7

Proceed to add the form to this demo test. The system will prompt you to specify whether the resource pertains to visitor management or user management. We will choose to share it under user management, ensuring the visitor option is unchecked, before proceeding to that account.

Step 8

The example form is now visible here. To further demonstrate the distinctness of the forms, you can delete it at this level and return to the organization level, where it remains intact. Similarly, it is still present at its original source.

Step 9

This guide covers the essentials of utilizing global resources to efficiently move resources between locations and organizations.