Creating Folders

A user with a Designer role can create folders on the Workbooks and Data Library pages.

NOTE:

Users that log on with a Designer role:

• Will have their own personal folder called My Workspace where folders can be created. This personal folder is where Designers can create workbooks and build dashboards.
Is not allowed to create a folder on the root folder.

To create folders:

On the Workbooks or Data Library tab, right-click on My Workspace folder, and select New Folder.

The Create Folder dialog displays.

NOTE:
- The Designer user is available under the Allowed section by default with Read, Write, and Modify permissions.
- Removing the Designer user will mean they will not have access to this folder and its subfolders.
Enter the Folder Name.
Proceed to defining the Authorization to Allowed or Denied groups and users.
Click .
The new folder is displayed on the expanded Folder hierarchy list and on the Folders/Workbooks list.

NOTE:
- Empty folders and subfolders can be deleted.
- The folders and subfolders on the Workbooks page will also be available on the Data Library, Webhooks, and Themes pages.
- Folders under My Workspace that have permission settings different from the default will display with the following icon:
  
  Default permission settings mean the workspace owner is the only allowed or denied user or group.