Resource Compass is a searchable directory in Catalyzer that helps organizations connect businesses with funding, advising, training, and other community resources.

Overview

Most organizations manage their resource lists in spreadsheets or shared docs that go stale and require manual upkeep. Resource Compass puts that directory inside Catalyzer, where it stays current and searchable alongside your client and program data.

From the Resource Compass page, you have access to six sections:

• Resources - View and manage active and inactive resources.
• Submitted - Review resources submitted through the public submission process.
• Claims - Manage resource claims from organizations identifying their own listings.
• Flags - Review resources flagged for staff attention
• Edit Requests - Review requests to update information on an existing resource.
• Dashboard - View Resource Compass activity at a glance.

A Shared with Hub tab appears when another hub shares resources with you.

Viewing Resources

The Resources tab displays everything currently in your directory.

You can search, filter, and sort resources, and view Active or Inactive resources. Switch between Grid and List views, and turn on Show Map to show a map above the results.

The ⋮ menu on the Resources page has Import external resource, Export Excel, and Select listings, which lets you bulk Activate, Deactivate, Export, and Delete the listings you select.

Searching for Resources

Searching works through the Search resources field.

Enter a name, keyword, or other relevant term to find matching resources.

How to Customize Resource Compass Filters

The filters in Resource Compass are configurable. System Admins can add, modify, or remove filter categories and options to reflect the specific classifications that make sense for their community.

Accessing Resource Compass Filters

1. From the Catalyzer dashboard, select Settings from the left-hand navigation.
2. Under Tools, select Resource Compass.
3. Select the Filters tab at the top of the page.

The Resource Compass settings page has seven tabs: Page Customization, Customize Fields, Filters, Hub Search Rule, Notification Options, Email Templates, and Embeds. This section covers Filters.

The Resource Filters section displays your current filter categories. From here you can view, edit, and manage the options available to staff and businesses when they search the directory.

Sorting Resources

Sorting lets you change the order resources appear. Sort options are Random, Featured first, Most viewed, Date added (newest or oldest), and Name (A–Z or Z–A). The default is Random, which varies the order each session.

Changing the View

View options let you choose how the directory is laid out:

• Grid presents each resource as an individual card.
• List shows resources in a compact row layout.

Turn on the Show Map toggle to show a map above the results. The map is especially useful for helping businesses find resources close to them.

Adding a New Resource

To add a resource, select + New Resource from the Resources page.

Basics

The Basics step collects the core identifying information for the resource.

Logo

Upload the organization's logo.

Recommended logo sizes are square (1:1, at least 200 × 200 px) or rectangular (16:9, at least 800 × 450 px). Accepted files are JPG, JPEG, PNG, or WebP, up to 2 MB.

Type

Choose whether the resource is Private (staff and members only) or Public (also appears in public embeds).

Hubs with lead hubs also see Resource Type, Hub Visibility, and, for lead resources, Referral Receiver Hub.

Resource Name

Enter the primary name of the organization or resource.

Secondary Name

Add an alternate name, abbreviation, or DBA if applicable.

Description

Explain what the resource offers in enough detail that a business owner can determine whether it's a fit for them.

Additional Information

Include anything else useful for evaluating or accessing the resource.

Select Save & Continue to move to the Classification step.

Classification

Classification determines how a resource appears in filtered searches. Each tag you apply is a way for staff and business owners to find the resource when they filter the directory by interest area, industry, stage, or community served.

Resource Compass ships with a default set of filters and tags. Your hub's administrator can modify existing options or add new ones to reflect the specific categories your community uses.

💡 The classification options you see may vary depending on how your hub has been configured. If you're missing a category you'd expect, check with your administrator.

Select all tags that accurately describe the resource. Where the option is available, you can choose multiple values within a category or use Select All.

The more precisely a resource is classified, the more reliably it surfaces for the people who need it.

Type & Location

Enter the following details for the resource:

• Organization type
• Fee structure
• Year established
• Subsector experience
• Professional affiliations or licenses
• Location type
• Physical address (unless online)
• Mailing address
• City
• ZIP code
• Counties served

The location details let the resource surface in geographic and ZIP code searches.

Complete the required fields before continuing.

Contact

Add the organization's contact information:

• Phone
• Email addresses. Add one or more contact emails. Set each to show publicly or to receive referrals.
• Website
• Social links
• Apple Business Connect URL
• Expiration Date. After this date, the resource becomes inactive.

Double-check this information before saving. It's the path a business owner takes to actually reach the resource.

Select Save & Continue to proceed to the Files section.

Files

Upload supporting documents associated with the resource. You can add up to four files, each with a display name and under 200 MB. Accepted file types are PNG, JPG, JPEG, PDF, MP4, and MOV. Review all information, then click Create listing to finish.

Managing Existing Resources

Resource Compass includes several tools for keeping your directory current.

Submitted Resources

Submitted resources come in through a public submission process. Submit Resource Link appears when public submissions are on.

The Submitted tab is where you review them and decide whether to add them to the directory.

Claims

Claims allow organizations to identify or claim their own listing.

The Claims tab is where you manage those requests.

Flags

Flags mark resources that need attention, whether for outdated information, inaccuracies, or another reason.

Review flagged resources in the Flags tab and determine whether an update or other action is needed.

Edit Requests

Edit Requests capture requests to update an existing resource's information.

Review each request in the Edit Requests tab and apply the changes when appropriate.

Dashboard

The Dashboard gives you an overview of Resource Compass activity: submissions received, claims, flags, and other directory metrics at a glance.

Active and Inactive Resources

Resources can be set to Active or Inactive.

Use the status tabs on the Resources page to toggle between them.

Marking a resource Inactive removes it from public view without deleting the record. This is the right choice when a resource is temporarily unavailable or no longer relevant but you want to retain the information for reference.

Key Takeaway

Properly classifying each resource is the highest-leverage thing you can do when building your directory. The more accurately resources are tagged, the more useful the directory becomes for the businesses and staff who rely on it to find the right support.