Resources
What are Resources?
Resources are used to share documentation, articles, and support information with your partners and/or internally for your team. The modern resource system provides a comprehensive content management platform with advanced editing capabilities, folder organisation, and flexible access controls.
What's on the Resources Page
The Resources page provides three main views:
Resource Types
Partner Resources: Content shared with external partners through the partner portal
Internal Resources: Private documentation for your internal team
Public Resources: Content accessible without authentication (if enabled)
Folder Organisation
Resources can now be organised into folders for better structure:
Root Level: Resources and folders at the main level
Nested Folders: Create folders within folders for complex organisation
Folder Navigation: Breadcrumb navigation to move between folder levels
Folder Management: Edit folder names, add cover images, and delete empty folders
Resource Management
Grid View: Visual cards showing resources and folders
Search: Find resources by title or content
Filtering: Filter by tags, categories, tiers, or archive status
Bulk Actions: Archive, publish, or delete multiple resources
Creating Resources and Folders
Creating a New Resource
Go to the Resources page in Journeybee
Select the resource type (Partner, Internal, or Public)
Click "Add New" and select "Create Resource"
A new resource called "New Resource" will be created
Click on the resource to start editing
Creating Folders
Navigate to the desired location (root or within another folder)
Click "Add New" and select "Create Folder"
A new folder called "New Folder" will be created
Click the edit button on the folder to customise its name and cover image
Folder Structure
Folders can contain:
Sub-folders: Create unlimited nested folder levels
Resources: Documents, articles, and media content
Mixed Content: Combine folders and resources at any level
The Modern Resource Editor
The resource editor has been completely redesigned with a modern, tab-based interface:
Interface Layout
Collapsible Sidebar: Assets and content blocks panel that can be pinned or hidden
Three Main Tabs: Content, Preview, and Settings
Draft/Live Toggle: Quickly switch between draft and published states
Auto-save: All changes are automatically saved as you work
Content Tab
The primary editing interface with several sections:
Resource Header
Title Field: Large, prominent title editing with auto-resize
Summary Field: Brief description or excerpt
Header Image: Drag-and-drop or click-to-upload cover image
Content Builder
Modern block-based editor supporting:
Text Blocks: Rich text editing with formatting options
Image Blocks: Photos and graphics with automatic optimization
Video Blocks: Upload or embed video content
Document Blocks: PDF and document attachment with inline preview
Embed Blocks: External content like YouTube videos, forms, or widgets
Button Blocks: Call-to-action buttons linking to resources or external URLs
Block Management
Drag and Drop: Reorder blocks by dragging
Block Selection: Click blocks to edit or configure
Content Sidebar: Assets library and block insertion tools
Preview Tab
Real-time preview showing:
Formatted Content: How the resource will appear to viewers
Author Information: Creator details and publication date
Block Rendering: All content blocks as they'll appear in the partner portal
Responsive Design: Preview how content looks on different screen sizes
Settings Tab
Comprehensive access control and organisation:
Visibility Controls
Partner Access: Choose specific partners or partner groups
Category Filtering: Show to partners in specific business categories
Tier-based Access: Restrict by partner tier or level
Stage-based Access: Show based on partnership stage
Organisation
Folder Assignment: Place resource into folders
Tag Management: Add tags for better searchability
Archive Settings: Control resource lifecycle
Assets Sidebar
Integrated asset management:
Asset Library: View all uploaded images, videos, and documents
Upload Interface: Drag-and-drop or click to upload new assets
Asset Filtering: Filter by type (images, videos, documents)
Quick Insertion: Drag assets directly into content blocks
Asset Management: Delete unused assets to keep library organised
Content Block Types
Text Blocks
Rich Text Editor: Full formatting capabilities
Headings: Multiple heading levels for structure
Lists: Bulleted and numbered lists
Links: Internal resource links and external URLs
Formatting: Bold, italic, underline, and colour options
Media Blocks
Image Blocks:
Automatic image optimisation
Responsive sizing
Alt text for accessibility
Video Blocks:
Direct video upload
Video player controls
Thumbnail generation
Document Blocks:
PDF inline preview
Document download options
Document metadata display
Interactive Blocks
Button Blocks:
Link to other resources
External website links
Custom styling options
Call-to-action functionality
Embed Blocks:
YouTube video embeds
Form embeds
Third-party widget integration
Resource Organisation
Folder System
Hierarchical Structure: Unlimited nesting levels
Visual Navigation: Clear folder icons and breadcrumbs
Folder Customisation: Custom names and cover images
Folder Access: Same visibility controls as resources
Search and Filtering
Full-text Search: Search within resource content, not just titles
Advanced Filters: Combine multiple filter criteria
Tag-based Organisation: Create custom tag taxonomies
Category Integration: Filter by business category
Archive Management: View or hide archived resources
Publishing and Access Control
Publication States
Draft: Work in progress, not visible to partners
Live: Published and accessible based on visibility settings
Archived: Hidden from normal view but preserved
Access Management
Resources can be shared with:
All Partners: Available to everyone in the partner portal
Specific Partners: Choose individual partners
Category Groups: Partners in specific business categories
Tier Levels: Partners at certain partnership tiers
Stage-based: Partners at specific stages in their journey
Internal vs Partner Resources
Internal Resources: Only visible to your team
Partner Resources: Shared through the partner portal
Mixed Access: Some resources can be both internal and partner-facing
Viewing Resources
For Partners
Partners access resources through their partner portal:
Log into their partner portal
Navigate to the Resources section
Browse folders and resources based on their access level
View full-screen resource content with optimised layout
For Internal Team
Your team can view resources by:
Going to the Resources page in Journeybee
Selecting Internal resources view
Browsing the organised folder structure
Previewing content directly in the editor
Advanced Features
Asset Management
Centralised Library: All assets stored in one location
Usage Tracking: See which resources use which assets
Automatic Cleanup: Remove unused assets
Format Optimisation: Automatic image compression and format conversion
Version Control
Auto-save: Continuous saving as you edit
Draft States: Work on content without affecting live versions
Revision History: Track changes and updates (coming soon)
Analytics and Insights
View Tracking: See which resources are most popular
Partner Engagement: Track partner interaction with content
Usage Analytics: Understand content performance
Integration Features
CRM Sync: Connect resources to partner records
Notification System: Alert partners when new resources are available
Email Integration: Share resources via email campaigns
Portal Integration: Seamless partner portal experience
Best Practices
Content Organisation
Logical Folder Structure: Group related content together
Consistent Naming: Use clear, descriptive names for resources and folders
Regular Maintenance: Archive outdated content and update information
Tag Strategy: Develop consistent tagging for better discoverability
Content Creation
Compelling Titles: Create descriptive, search-friendly titles
Clear Summaries: Write concise descriptions that explain value
Visual Content: Include images and videos to increase engagement
Structured Content: Use headings and formatting for readability
Access Control
Principle of Least Privilege: Only share what partners need to see
Regular Review: Audit access permissions quarterly
Stage-appropriate Content: Tailor content to partner maturity level
Internal Documentation: Maintain clear internal resources for your team
This comprehensive resource system helps you create, organise, and share valuable content that enhances partner relationships and supports business growth.