Assigning Members to a Folder

  1. Select a Community that you want to assign a member(s) to a folder(s) that you  have Folder Owner permission.
  2. In the Community [Name] page, click on the folder name that you created and assigned as the Folder Owner.
  3. The Community Folders [Folder Name] Profile Card appears, detailing the folder, and icons are displayed at the top right of the page for managing the folder and its contents.
  4. Click Folder Administration to display the Folder [Name] Authorization page, as illustrated.


When you create a new folder, the Folder Member and Groups List automatically includes you as a member of this folder, as illustrated. As the Folder Administrator, you are automatically assigned all permissions, as defined in the Permission List, Custom Role.

  1. You can now proceed to assign members to your folder, according to your project requirements.
  2. Click Assign Member to assign a member from the community to this folder; the next Folder [Name] Authorization page displays, as illustrated.



  3. The Community Members list automatically displays all members currently assigned to this community.
  4. Select a member(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 at the same time, hold down the Shift button on your keyboard while selecting the member names.
    • To select more than one member at the same time out of order, hold down the Ctrl button on your keyboard while selecting the member names.
    • If you need to assign a member not yet assigned to this community, whether an external or internal member, contact the Community Owner or System Owner and request for the member(s) to be assigned to the community.
  5. After selecting community members to be assigned to this folder, click OK for your selection to be accepted by the system - or click Cancel to abort your selection - and return to the previous page, as illustrated in step 4.
  6. When you select OK, all members selected in the previous step are shown in the Folder Member and Groups List.

  7. After adding members to this folder, you now need to assign permissions to each member, according to their needs in this community.
  8. To exit the Folder [Name] Authorization page, see Performing Changes in the Folder Authorization Page.