How to Set Up and Manage Your Team's Resources Hub

2 min. readlast update: 11.06.2024

What is the Resources Hub?

Think of the Resources Hub as your team's digital filing cabinet. It's where you keep all your important files and links in one place, organized into categories that make sense for your team.

Quick Setup Guide

1. Choose Who Can Manage Content

  1. Click 'Files' in the main menu
  2. Look for a wheel icon (⚙️) next to the X button and click it
  3. Click '+ Content Manager'
  4. Pick someone from your team to be a content manager
    • Note: Only admins and current content managers can do this
    • You can only choose people who are active Trovve users

2. Create Your Categories

  1. Go to 'Files' in the menu
  2. Click 'Add New Category'
  3. Give your category a name (like "Training" or "Marketing")
  4. Put categories in order:
    • Move your mouse over a category name
    • Find the dots on the left side
    • Click and drag to move it where you want

3. Add Your Content

  1. Find the category you want to add to
  2. Click the dots (⋮) on the right side
  3. Choose what to add:
    • Links: Type in a name and web address
    • Files: Pick files or folders from your Microsoft 365 account (OneDrive or SharePoint)

4. Keep Things Organized

  • Want to move items around?
  • Just hover over any item
  • Use the dots on the left to drag it to a new spot

Tips for Success

  • Keep category names simple and clear
  • Put the most-used categories at the top
  • Your team can open files right inside Trovve - no need to leave the app

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