You can share a Resource in two ways:
Library Access: control who can see a standalone Resource in their Library.
Inside a Course or Module: add it so it becomes part of an assignment.
✅ Before you start: You need the Update Automations and Library Access permission on your Role to share Resources through Library Access.
Table of Contents:
How to Control Access to a Resource from the Library
Share a Resource
✅ Publish first: The Resource must be published before you can make it available.
In the dashboard, go to Training > Library and select the Resources filter.
Click the name of the Resource you'd like to share. It opens on the Overview tab.
Find Available in library and click Make available.
In the Library Access dialog, click Add a segment.
Choose which Roles, Departments, Locations, Regions, Brands, or Franchises should have access, then click Select. Locations, Regions, Brands, and Franchises on their own don't select anyone, so pair them with All Trainees, All Managers, a Role, or a Department.
Click Save.
To change access later, click Edit on the Available in library row.
💡 Share with separate groups: Click Add a segment again to give access to another group. This helps when you manage distinct groups within the same business, and it works the same way in Automations, Paths, and Messages.
🎯 Example: Add a segment for Trainees at Location 1 and another for only Team Leads at Location 2.
Set Library Access for Multiple Items
Select multiple items in a Library list, like the list of Resources.
Click the Library Access dropdown in the menu bar at the bottom of the screen.
Click Change Access to set Library Access rules, or Remove Access to revoke them.
Give access by Role, Department, Location, Region, Brand, or Franchise, then click Save. Pair any Location with All Trainees, All Managers, a Role, or a Department.
Change Access replaces the Library Access rules each selected item already has. The Library Access dropdown doesn't appear while you're inside a Folder.
⚠️ Removing access is immediate: Remove Access removes the content from team members' Library right away.
⚠️ Standalone Resources can't be assigned: In the dashboard, share them with team members through Library Access.
How to Set Access for a Resource within a Course or Module
Add a Resource to a Module
Open the Module, go to the Build tab, and click Edit in the top right corner.
Click Add content.
Click the Resource tab.
Select a Resource from your Library, or click + Resource or + Opus Doc to create a new one. It's added to your Module.
Click Publish so the change reaches team members assigned the Module.
💡 Add Resources inside a Course: You can also add Resources to a screen inside a Course, so team members can review a Resource while completing their training.
➡️ Learn more:
How to Create and Manage Courses: build Courses and add Resources to screens.
FAQ
Can I give different access rules to different groups?
Yes. Click Add a segment when sharing a Resource to give access to separate Roles, Locations, Departments, Brands, or any other groups.
What's the difference between sharing a Resource and adding it to a Course or Module?
Sharing a Resource through Library Access controls who can see the item in their Library for reference.
Adding a Resource to an assigned Module makes it part of the training team members need to complete, and adds it to their Library. A Resource on a Course screen is part of that Course.
Why can't I assign a standalone Resource?
Standalone Resources only exist as individual Library items, so you can't assign them as training the way you can with Module or Course content. Share them with your team through Library Access instead.