Folders make it easy to maintain a clean and efficient workspace by organizing your content by region, project phase, or client to help your team navigate pipelines with ease.
In this article, you’ll learn how to:
- Create a New Folder
- Add or Remove from a Folder
- Rename a Folder
- Delete a Folder
- Modify Folder Permissions
- Frequently Asked Questions
Note: Ensure the Show Folders toggle is enabled to view your Folders.
Creating a Folder
From the Dashboard
- Select the New Folder
icon in the upper right corner of the Dashboard. - Add a Name for the Folder.
- Optionally, select the toggle to Share this Folder and all projects.
- If sharing, check the boxes next to applicable recipients and adjust their permissions (viewer, collaborator) if needed.
- To share with everyone in your organization, select the toggle to Share with your entire company.
- When finished, click Save.
From the Map
- Navigate to the Map from the top navigation bar.
- In the Layers widget, select the Projects tab and then click the New Folder icon.
- Add a Name for the Folder.
- Optionally, select the toggle to Share this Folder and all projects.
- If sharing, check the boxes next to applicable recipients and adjust their permissions (viewer, collaborator) if needed.
- To share with everyone in your organization, select the toggle to Share with your entire company.
- Select Save when finished.
Adding/Removing from Folders
From the Dashboard
- Check the boxes next to the projects you want to move and select Move to.
- Select the applicable Folder and click Move.
- To Remove: Open the applicable Folder and check the boxes next to the projects that should be moved and select Move to.
- To move them back to the Dashboard, select None (moves back to dashboard). To move them to another Folder, select the applicable Folder.
- When finished, click Move.
From the Map
- Navigate to the Projects widget.
- Click and hold a Project, then drop it directly into the target Folder.
- To Remove: With the Folder open, hover over the applicable project and select the 3-dot menu.
- Select Move.
- To move them back to the Dashboard, select None (moves back to dashboard). To move them to another Folder, select the applicable Folder.
- When finished, click Move.
Renaming a Folder
From the Dashboard
- Open the applicable Folder.
- Hover over [Folder Name] and click the pencil icon.
- Alternatively, scroll to the right on the Dashboard and select the 3 dot menu > Edit Folder:
- Alternatively, scroll to the right on the Dashboard and select the 3 dot menu > Edit Folder:
- In the pop-out, modify the Folder name and click Save.
From the Map
- Navigate to the Layers widget and select the Projects tab.
- Hover over the applicable Folder and select the 3-dot menu on the right-hand side.
- Select Edit Folder.
- In the pop-out, modify the Folder name and click Save.
Deleting a Folder
From the Dashboard
- Check the box next to the Folder you’d like to delete.
- Select Delete from the toolbar.
- A message will confirm your deletion of the Folder and all associated projects. To continue, click Yes.
From the Map
- Navigate to the Layers widget, select the Projects tab.
- Hover over the applicable Folder and select the 3-dot menu on the right-hand side.
- Select Delete Folder.
- A message will confirm your deletion of the Folder and all associated projects. To continue, click Yes.
Please note that deleting a Folder will also delete the Projects/Reports within it. You'll want to move any Projects/Reports that shouldn't be deleted.
Modifying Folder Permissions
From the Dashboard
- Open the applicable Folder.
- Hover over [Folder Name] and click the pencil icon.
- Alternatively, scroll to the right on the Dashboard and select the 3-dot menu > Edit Folder.
- In the pop-out, select the toggle to Share this Folder and all projects.
- Check the boxes next to applicable recipients and adjust their permissions (viewer, collaborator) if needed.
- To share with everyone in your organization, select the toggle to Share with your entire company.
- When finished, click Save.
From the Map
- Navigate to the Layers widget, select the Projects tab.
- Hover over the applicable Folder and select the 3-dot menu on the right-hand side.
- Select Edit Folder.
- In the pop-out, select the toggle to Share this Folder and all projects.
- Check the boxes next to applicable recipients and adjust their permissions (viewer, collaborator) if needed.
- To share with everyone in your organization, select the toggle to Share with your entire company.
- When finished, click Save.
Folder Permissions
|
Function |
Owner |
Collaborator |
Viewer |
|
View a Folder |
X |
X |
X |
|
View and Access all Projects within a Folder |
X |
X |
X |
|
Change Folder Name |
X |
||
|
Add owned projects to a Folder |
X |
X |
|
|
Remove owned projects from a Folder |
X |
X |
|
|
Remove unowned projects back to the main projects list |
X |
||
|
Share a Folder |
X |
X |
|
|
Update User Roles |
X |
X |
|
|
Delete a Folder |
X |
Frequently Asked Questions
Why can't I see any of my folders on the Dashboard?
You must ensure that the Show Folders toggle is enabled on your Dashboard or Map view to see them.
Can a project live in multiple Folders?
No, a project can only be in one folder at a time.
What happens to my projects if I delete a folder?
Deleting a Folder will also delete all associated projects within it. You’ll first want to remove projects from the Folder before deleting them.
Who can delete a folder?
Only the Owner of the folder has the permission to delete it.
Can a Viewer add projects to a folder?
No. Only Owners and Collaborators have the permission to add or remove their owned projects from a folder.
Is it possible to share a folder with my entire organization at once?
Yes. Within the folder settings, you can select the toggle to Share with your entire company.