How to create & manage folders
You can access Folders to manage all the folders created for the account.
Click the Account Settings tab and select Settings from the drop-down menu and then select option Folders.
To create a folder
Select the Create New Folder option displayed in the top right corner.
Quick Note: You can also create new subfolders directly from here.
Select the folder for which you would like to attach a sub-folder, and then select the option Create Subfolder displayed.
Explaining data attributes to create a new folder:
- Name: Enter a folder name that is unique and does not exist within your collection of folders. Folder names “Root” and “All Locations” are reserved by the system application.
- Choose a Parent folder: You can choose to nest this folder within the main folder or create this as a folder.
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Select Locations to add to this folder: Choose the locations you want to add to this folder. You can preview the location you select on the right.
The locations added to this folder cannot be assigned to another parent folder. For example, ‘ Folder Alpha (as parent folder) has locations - L1, L2, L3. These Locations cannot be added to another parent folder - ‘Folder Beta’. - Click Create Folder to save changes.
You can now assign folders to users to give them exclusive access to manage location data.
To Edit a Folder
You can edit and update folders to change the name, or associated parent folder or locations assigned to them.
Choose the folder you want to edit and click the edit icon in the preview card.
Click Update Folder to save your updated information.
Note: You can also manage folders from the locations manager page. Learn more here.
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