Add A Folder

Folders stored in the .POSITIONS_HOME folder are not visible to other users unless the user searches using the folder name. Although folders can be shared from within the .POSITIONS_HOME folder, you may want to store them outside of the .POSITIONS_HOME folder to ensure users can find them.

Permissions

When you create a folder, you can specify whether other users can change it. The following permissions are available:

• Edit – Allows others to view a folder and make changes to it.

• Edit/Delete – Allows users to view, edit, and delete a folder.

• Read Only – Makes a folder visible to users but does not allow them to modify it.

These permissions are set for individual folders based on groups. The same permissions are applied to all users in an assigned group.

To add a folder

1. Access the Admin View.

2. In the main menu, click the integrations icon . The Integrations page opens.

3. Click the Advanced File Library tab.

4. In the upper right, click Add Folder. The Add Folder page opens.



5. Enter information in the fields.

   • Name – Unique name for the folder.

   • Summary – Brief description of the folder and its contents.

   • Tags – Any applicable tags for the folder.

     With the Tagging add-on, bundled with the Advanced File Library, you define the tags that users can apply to folders. Users can use any combination of these existing tags, but they cannot create new tags.

   • Groups – The groups that can access this folder.

6. To add groups, click Add Groups. The Add Groups window opens.

   

7. Select the check box associated with each appropriate group. In Permission, select the permission level. Click Add.

8. If needed, to change the assigned group permission level, click the group’s Edit link and select the new permission level. Click Save.

9. If needed, to delete a group assignment, click the group’s Delete link. To delete multiple group assignments, select the check box for each and click Remove.

10. In the Add Folder window, click Save.