In this article you will learn:
1. What is a resource
In Allex, we now distinguish between two types of resources:
Members: These are users with email addresses who can log into Allex. Members include employees, guest users, or anyone with an Allex user account.
Resources: These are non-user entities that do not have an Allex login or email address. Examples include machines, workstations, tools, or even individuals without system access (e.g., contractors or shift workers without emails).
Both members and resources can be added to a team board for planning and scheduling purposes.
They can all be assigned to tasks and grouped according to project needs, improving visibility and efficiency in resource planning.
Only team board admins or organization admins can add members and resources.
2. Where and how to add a resource to a team board
Navigate to the overview team boards
Select the team board, in which a resource should be added
Click on the plus button
3. What information you need to add a resource to a team board
To add an existing member:
Enter the name in the search field
Click on the user you want to add as a resource
You can select several users to add
Click on Add resource
To create a new resource:
Enter a name (e.g., "CNC Machine 1", "ABB IRB 6700 (Robotic arm)")
Click Add resource
