Managing Resources from the Resources Overview

The Resources page gives you a centralized overview of all files and links in your workspace.

From here, you can:

• Upload files or add links
• Associate resources with clients or groups
• Share resources with one or multiple clients
• Download or delete resources
• Manage everything in one place

This is ideal when you want more control and efficiency, especially when sharing the same resource with multiple clients.

Overview of the Resources Page

Go to Resources in the main menu.

You will see a table with the following columns:

1. Type

An icon indicating the file type (PDF, MP3, XLS, PPT, etc.).

2. Filename

The name of the file or link. Under the filename, you’ll see the name of the person who uploaded it. This is the creator of the resource.

3. Shared with

This shows which clients or groups currently have access to the resource. It can be one client, multiple clients, a group, or no-one (not shared). You can click the + icon in this column to manage sharing.

4. Context

This shows the client or group the resource is associated with. Context means: Who this resource belongs to or is linked to inside your workspace. You can also click the + icon in this column to manage associations.

5. Created at

The date the resource was added.

How to Add a New Resource

Click the + Resource button in the top-right corner.

You can add either:

Option 1: Upload a File

1. Select File
2. Click Upload a file or drag and drop a file into the upload area
3. File size limit: up to 25MB

You can upload documents, audio files, presentations, spreadsheets, and more.

Option 2: Add a Link

1. Select Link
2. Enter a Label (e.g., “Mindfulness Introduction Video”)
3. Enter the URL

You can add links to any website including:

• YouTube
• Dropbox
• Google Drive
• Other cloud services
• Any external resource

This is especially useful if you already store materials outside Quenza.

Setting Context (Association)

In the Context section of the modal:

1. Search for a client or group
2. Select one or multiple clients/groups
3. Save your changes

You can associate a resource with multiple clients or groups if needed.

Association does not automatically mean it is shared — that is controlled separately.

Sharing a Resource

There are multiple ways to manage sharing.

Method 1: While Adding or Editing a Resource

After selecting a client or group in Context:

• Use the sharing toggle to decide whether they should have access.
• Turn it on to share.
• Leave it off if you only want to associate it internally.

Method 2: From the “Shared with” Column

1. Click the + icon in the Shared with column.
2. The Shared with modal will open.
3. Add or remove clients/groups.
4. Click Save.

Method 3: From the Three-Dot Menu

Click the three dots (⋯) on the right side of a resource and choose:  Shared with…

Editing Context

There are two ways to update who a resource is associated with:

Method 1: From the “Context” Column

Click the + icon in the Context column

Method 3: From the Three-Dot Menu

Click the three dots (⋯) on the right side of a resource and choose:  Associated with…

Downloading or Deleting a Resource

From the three-dot menu, you can:

• Download the file
• Delete the resource permanently

Deleting removes it from your workspace.