Quick Start Procedures
A Folder Owner assigns selected members/groups from the community to the folder(s) that he/she creates and grants permission to these members/groups (according to their needs) to manage data objects contained within the folder.
As a Folder Owner within a community, proceed as follows for a Quick Start:
Introduction: After creating a folder within your community, assigning members/groups
and granting the correct permissions, a member assigned to the folder can immediately
start viewing/managing data in the folder.
To Create a New Folder:
- Select and enter the community in which you want to create a folder.
- In the left side of the Community page:
- Use the Communities Tree browser to navigate to the position where you want to add a folder. You can either add a folder in the Community root directory or to an existing parent folder, thus creating a sub-folder.
OR
- In the right side, in the Community contents list, click on a folder name to navigate inside the folder to the position where you want to add a folder. You can either add a folder in the Community contents root directory or to an existing folder, thus creating a sub-folder.
- Click on the Create Folders icon located in the top right corner of the Community page to display the Create Folder page. In the Create Folder page complete the fields for the folder name and description. (The folder name does not need to be a unique name within the same community.)
- Click OK to create the new folder. A message appears to advise you that the new folder was created successfully; the new folder now appears in the Communities Tree browser and is displayed in the right side.
- Repeat the above steps to create additional folders, as applicable.
To Assign Members/Groups:
- In the Community [Name] page, click on the folder name that you created and assigned as the Folder Owner.
- The Community Folder [Folder Name] Profile Card appears, detailing the folder. An array of icons are displayed at the top right of the page for managing the folder and its contents.
- Click on the Folder Administration icon to display the Folder [Name] Authorization page.
- When you create a new folder, the Folder Member and Groups List automatically includes you as a member of this folder. As the Folder Owner, you are automatically assigned all permissions, as defined in the Permission List, Custom Role.
- You can now proceed to assign members/groups to your folder, according to your requirements. Click Assign Member or Assign Group to assign a member/group from the community to this folder; the next Folder [Name] Authorization page displays.
- The Community Members or Community Groups list automatically displays all members and groups currently assigned to this community. Select a member(s)/group(s) to assign to this folder then click to add your selection to the Folder Members list for this folder.
- To select more than one member/group at the same time, hold down the Shift button on your keyboard while selecting the member/group names.
- To select more than one member/group at the same time out of order, hold down the Ctrl button on your keyboard while selecting the member/group names.
- If you need to assign a member(s)/group(s) from another SmarTeam - Community Workspace community not yet assigned to this community, contact the Community Administrator and request for the member(s)/group(s) to be assigned to the community.
- After selecting community members/groups to be assigned to this folder, click OK for your selection to be accepted. All members/groups selected are shown in the Folder Member and Groups List.
- After adding members to this folder, you now need to assign permissions to each member/group according to their needs in this community.