How to Create a Resources Center Card and Restrict It to a Specific Tag.
1. Create the card in the Resources Center 0:00
- Open the Resources Center and start creating a new card.
- Add the basic card details:
- Name
- Image
- Choose the card type:
- External redirection if the card should send users to a website
- Internal content if the content will live inside the app
2. Set the audience to a subset instead of everyone 0:29
- Go to the Audience section of the card.
- By default, the card is set to publish to all people.
- To limit access, select Publish to a subset.
- Choose the tag that represents the group you want to see the card.
- You can also use this method to publish content only to yourself for previewing.
3. If you don't already have a Tag created. Here's how to create a tag for the specific group 0:45
- Go to My People.
- Open My Tags.
- Click Add New Tag.
- Create a tag for the group you want to target, such as an admin tag.
- Save the tag.
4. Add people to that tag 1:04
- Return to My People.
- Open the profile of the person you want to add.
- Click Edit.
- Scroll to My Tags.
- Select the tag you created.
- Save the changes.
- Repeat for each person who should have access.
5. Publish the card to that tag 1:28
- Go back to your card in the Resources Center.
- Under Audience, choose Publish to a subset.
- Select the tag you created.
- Save the card.
- Only people in that tag will be able to open the card and access the linked content.
6. Confirm the restricted access works 1:50
- Test the card as a tagged user.
- Verify that only members of the selected tag can tap the card and reach the link or content.
- This is useful for:
- Forms
- Contracts
- Previewing content before publishing to everyone
Watch the full tutorial