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Resources is your agency’s shared library for day-to-day operational material: documents, email and letter templates, reference links, identifiers, managed vendor logins, and social post drafts. Every authenticated user can open Resources. Some groups inside it are limited to managers (see Access below). Business documents and policies that need corporate filing live under Corporate, not here.

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Groups

Agency documents and reusable document templates.Use this for general files and template bodies your staff reuse. Approval and expiry fields still matter for survey readiness when you track them on a document.
Email and letter templates for client correspondence.Switch between Email and Letter views. Templates can be limited to specific users when an access list is set.
Platform-managed starter templates you can copy into your agency’s template library.Copying creates a tenant-owned template you can edit without changing the platform original.
Organization identifiers such as NPI, tax IDs, and registration numbers.Keeping identifiers here saves hunting for an NPI or tax ID during a claim correction or a survey. Rows can be limited to specific users when an access list is set.
Shared vendor/site logins (for example a TMHP portal password), not OfficeRidge module permissions.Who can open it: Organization Admins, System Administrators, and Location Admins.Managers store the site name, URL, username, and password; assign staff who hold that password; and rotate credentials when someone leaves. Use By person to see which logins a staff member was given.
This is not Access Audit (role and module grants). Do not share your personal OfficeRidge password. Shared logins here are only for external sites your agency must use together.
Social post drafts on a calendar, board, or list.Scheduling UI only — OfficeRidge does not publish posts to social networks from this screen.

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Adding a document or template

1

Open the right group

Files and document templates under Documents; email or letter bodies under Email & Letters; platform starters under OfficeRidge Templates.
2

Set dates when they matter

Expiry drives alerts for documents that should not lapse silently.
3

Limit access when needed

On templates and identifiers, an empty access list means anyone in the agency with Resources can see the row. Add people only when the content should be restricted.
Identifiers are worth filling in early. Billing and licensing work both depend on your NPI and tax IDs.

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Troubleshooting

Corporate

Business documents and organizational policies.

Account security

MFA, sessions, and Access Audit for roles — not vendor passwords.