Creating group folders

Use this procedure to add group folders to your system. Make sure you have read Groups and users overview before creating folders. This will avoid having to redo folders later.

  1. From the System menu, select Group Manager.

  2. In the Group Manager window, click Manage Folders.

  3. On the Manage Folders page, click Add Folder.

  4. Enter the NameName of the new folder.

    Groups are organized alphabetically within a hierarchical folder structure similar to Microsoft Windows Explorer. Because folders are sorted alphabetically, we recommend that you devise a folder naming convention that will make it easy to locate them within the folder hierarchy.

    If you use
    numbers as folder names, the folders will not be sorted numerically. To avoid incorrect sorting, be sure to pad your numbered folders. For example, number your folders 001 through 012, placing leading zeroes at the beginning of the folder so that they all have the same number of characters in the folder name (3 in this example).
     

  5. Provide a Description of the folder that others will see when viewing folders.

  6. Select the Parent Folder for the new folder. This will determine the folder's location in the folder hierarchy.

    Caution:
    If you are using site groups, you must create this new group folder within the appropriate site group folder. Click on the Parent folder drop-down and locate the site group name in the list. Do not simply create the folder at the top level of the hierarchy. If your site group has more than one site in it, you may want to start by creating a folder for each site and then create another level of folder for the types of users (providers, monitors, approvers) that will use each site.

  7. Click Save.

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