Account admins create folders to organize content, making it easier for employees to find relevant information and improving accessibility and their experience. Folders can also streamline resource management, allowing account admins to efficiently update or maintain content.
You can manage the folder if required.
📒Note: Account admins can create and manage folders in all app profiles, while app profile admins can create folders only in the app profiles to which they have admin access.
Navigate to Explore on the left pane.
Create folder
- Click Add at the top right and select Create Folder.
- Type a title for the folder.
- In the User Permissions field, click the drop-down and type the employee's name to give them access to the folder.
- In the Groups Permissions field, click the drop-down, type the group's name to give its members access to the folder, and click Save.
📒Notes:
- After selecting an employee or group, you can give them either view or edit access to the folder.
- You can remove a user or group from the folder by clicking the Cancel
Icon next to their name in the permissions list.
Manage folder
After creating a folder, you can manage it if required.
- Click the Overflow
Menu on the right side of the folder. - Select one of the following options:
-
- Edit: Modify the title, employee, and group permissions.
- Move: Transfer the folder to another app profile.
📒Note: After moving the folder, it does not exist in its original (parent) folder.
-
- Delete Permanently: Remove the folder permanently from the app profile.
