Folders Level

Create a Folder

To create a folder in your community, you must be assigned the correct permission by the Community Level Tasks.

After creating a folder in your community, you are automatically defined as the Folder Level Tasks - you control which members can manage objects in your folder by assigning the appropriate authorization.

Assuming you have the correct permission, you can proceed as follows to create a folder:

  1. Select a Community that you want (and are authorized) to create a folder.
  2. 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 folder (if authorized), creating a sub-folder.
  3. Click Create Folders icon located in the top right corner of the Community page. (If this icon appears disabled, it indicates that you do not have permission to create folders for this community. In this case, contact the Community Owner to verify your status.)
  4. The Create Folder page appears, as illustrated.


In the Create Folder form, complete the fields as described in the following table

Field
Description
Folder Name
Enter a meaningful name for this folder.
Description
Enter a description that can best help members understand the type of folder.

  1. Click OK to create the new folder - or click Cancel to abort - and return to the Community  page.
  2. When you click OK in the previous step:
    • A message appears to advise you that the new folder was created successfully.
    • The newly-created folder's Profile Card displays in simplified format.
    • An array of icons specific to community folders appears in the top right corner
    • The new folder appears in the Communities Tree browser.
  3. To create additional folders, repeat steps 2 - 6 above.