Adding & Creating Resources

The Resources section is ClientCove's built-in Digital Asset Manager (DAM). Use it to share files, write portal-only articles, build FAQ knowledge bases, publish brand color palettes, present image galleries, or embed web apps for your clients.

Resource Types Overview

When you create a resource you must pick one of seven types. The choice controls how the resource is displayed publicly and which editing tools are available.

Type	Best For	Public View
Single	One file (PDF, image, doc, video)	File preview + download
Grouped	A bundle of related files (e.g., a brand kit)	List of files with per-file download + ZIP all
Post	Long-form written content with sections + table of contents	Article layout with side TOC
FAQ	Question/answer accordion sections	Sectioned accordion
Color	Brand color palette	Swatch grid with names, hex codes
Gallery	Image gallery	Lightbox-enabled grid
App	Embedded web app or widget	Full-bleed embed

Opening the Add Resource Modal

1. Click Resources in the left sidebar
2. Click the Add button in the top-right toolbar
3. The Add Resource modal opens

The Add button is only visible to users with the appropriate edit permissions (Administrator, Editor, or any role with upload_client_resources).

Step-by-Step: Creating a Resource

Step 1 — Title

Enter a title for the resource. This becomes the post title and is used in the public URL slug. Required.

Step 2 — Resource type

Pick the type. The form below adapts to your choice:

• File-based types (Single, Grouped, Gallery) reveal a drag-and-drop upload zone
• Post / FAQ / Color / App skip uploads and proceed straight to folder selection

Step 3 — Upload files (file-based types only)

Drag files onto the dropzone, or click browse to pick from your computer. The progress panel shows per-file upload status with cancel buttons.

For Grouped and Gallery resources you can upload many files at once and reorder them later.

Step 4 — Folder selection

Pick one or more folders from the searchable picker. See Folders, Workbench & Client Folders for the full breakdown.

Step 5 — Client assignment

Optionally bind the resource to a specific client. Folders that are themselves client-bound will inherit and lock the client value automatically.

Step 6 — Save

Click Create. A toast confirms creation.

Upload Modes

ClientCove chooses upload mode automatically based on your storage configuration:

Mode	When	Behavior
Direct upload	Cloud storage (DigitalOcean Spaces, AWS S3, Google Cloud Storage)	Browser uploads straight to the bucket via signed URL — bypasses PHP size limits, ideal for large files
Through PHP	Local storage	Files go through wp-admin/async-upload.php, capped by upload_max_filesize (typically ~64 MB)

See Cloud Storage & Upload Limits for setup and trade-offs.

Folder & Client Selection

When you select a single client and no folder, the system auto-selects that client's Workbench folder so files don't accidentally publish to a client-visible location. This is intentional — Workbench folders are private staging areas only staff can see.

You can create a folder inline from the Add Resource modal using the + New Folder option. In the Client Folders section, an extra Client Folder checkbox lets you bind the new folder to the active client.

After Creation

After saving, ClientCove redirects you to the resource's View page so you can confirm the result immediately.

To enter edit mode:

• Click the three-dot menu in the resource toolbar and choose Edit, or
• Append ?cove=run to the resource URL