Who It’s For:
Resource Library (formerly Drives) is designed for Brokerages and managed by Admins or Super Admins. This section provides a central, permission-based location for storing, organizing, and sharing documents within your office.

Video Walkthrough

What it Does

The Resource Library feature creates shared folders within My Broker Cloud where brokerages can store and organize important company documents. It allows you to:

• Manage shared content like policies, forms, and training materials.
• Control visibility by role and location.
• Keep all office files centralized in one secure place.

This ensures everyone has access to the right resources while maintaining confidentiality where needed.

Where to Access

Navigate to Left Menu → Resource Library, or search for Resource Library in the left-side menu.
From here, you can view, create, and organize all drives available to your brokerage.

Managing Drives

Adding and Organizing Resource Library

1. From the Resource Library page, click Add New in the upper-right corner.
2. Enter a Title and select a Color for easy identification.
3. (Optional) Assign Specific Roles who can view the drive.
   • Leave blank to make it visible to all users.
4. (Optional) Assign a Location if the drive should only be visible to a specific office.
5. Click Save to create the new drive.

To change the order of folders:

• Click Change Order and drag the drives into your preferred sequence.

To upload documents, press the plus button within any specific folder

Restricting Folder Access

Each folder can be made visible to all users or restricted to certain roles and locations.

• Example: Confidential limited to Super Admins only.
• Example: Agent Resources visible to All Roles across the organization.

By using permissions, you can ensure sensitive information is securely shared only with the right people.

Example Resource Library Uses

• Confidential: Limited to leadership roles; used for internal or financial data.
• Agent Resources: Accessible to all agents; stores policy manuals, call scripts, W-9 forms, and training materials.
• Marketing Materials: Shared with marketing staff for logos, templates, and brand guides.
• Office Procedures: Location-specific documentation for regional processes or contacts.

Editing an Existing Folder

1. Select a folder and click Edit.
2. Update its Title, Color, Roles, or Location.
3. Save changes to apply updated visibility and organization.

FAQ

Q: Who can create or edit folders within the Resource Library?
A: Only Admins and Super Admins can create, edit, or reorder.

Q: How do I make a folder visible to everyone?
A: Leave the “Roles” and “Location” fields blank when creating or editing.

Q: Can I limit a folder to specific users?
A: Folders can be restricted by Role and Location, but not by individual user at this time.

Q: What happens when I reorder folders?
A: The new order determines how folders are displayed for all users with access.

Q: Can agents upload files to shared folders?
A: Upload permissions depend on your brokerage’s internal policy and assigned role permissions.