Folders

Use Folders to set up your organization's hierarchical structure. This is an optional feature that restricts the amount of data Manager portal users see and are allowed to work with. You can limit access to data to only some locations.

Adding a Folder

1. Select Organization from the main menu.

2. Select the Folders tab.

3. Select Add.

4. On the Add >> Folder window, type the Name.

5. Type the External Id.

6. Select Save.

Assigning a Location to a Folder

1. Select a folder.

2. Under the folder page, select Locations Add.

3. Select the locations for this folder and select Save.
   Note: You can select multiple locations at once.

Adding a Sub-Folder to a Folder

1. Select a folder.

2. Select Add Sub Folder.

3. On the Add >> Folder window, type the Name.
   Note: You can change the parent folder using the drop-down list.

4. Type the External Id.

5. Select Save.

Example:

Deleting a Folder

1. Select Organization from the main menu.

2. Select the Folders tab.

3. Select a Folder.

4. Select Delete.
   Pop-up window prompts: Delete Item?

5. Select OK