Difference between revisions of "Creating a Sub-Folder"

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Next you will a[[Image:Example.jpg]]dd a sub-folder but restrict access to a specific [[External|external]] company while allowing everyone internally to access the folder by referencing the [[Internal|internal]] Staff [[Role|role]].
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#REDIRECT [[SmartFolders Overview#Creating a Sub-Folder]]
 
 
You add a folder below the current folder by clicking the '''Create Folder''' button.
 
 
 
1. Click the '''New Folder''' tab.
 
 
 
[[Image:Amf18.png]]
 
 
A new folder window is displayed.
 
 
 
The parent folder is set to the '''External Folders'''.
 
 
 
[[Image:Amf19.png]]
 
 
2. Complete the following folder details.
 
 
 
[[Image:Amf20.png]]
 
 
The company access is set to the two customer companies. Anyone from either of those companies can see the contents and add files to this folder.
 
 
 
The [[Role|role]] access is set to the employee [[Role|role]]. Anyone in any branch of '''Acme Inc.''' can see the contents and add files to this folder.
 
 
 
Sometimes it makes sense to use companies to establish security and in other instances [[Role|roles]] are more effective.
 
 
 
3. Click the '''Save''' button.
 
 
 
[[Image:Amf17.png]]
 
 
4. Click the [[Smart Folder|SmartFolders]] button.
 
 
 
The root folder is displayed.
 
 
 
[[Image:Amf21.png]]
 
 
5. Click the '''Folder''' icon next to the '''External Folders''' link.
 
 
 
[[Image:Amf22.png]]
 
 
[[Category:System Management]][[Category:SmartFolders]][[Category:Applications]]
 

Latest revision as of 09:49, 18 June 2019