Creating Folders
A user with a Designer role can create folders.
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Users that log on with a Designer role: · will have their own personal folder created and displayed on the Workbooks page (e.g., ~designer). This personal folder is where Designers can create workbooks and build dashboards. · is not allowed to create a folder on the root folder.
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Steps:
1. On the Workbooks tab, right-click on the personal 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.
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2. Enter a Folder Name.
3. Proceed to defining the Authorization to Allowed or Denied groups and users.
4. Click .
The new folder is displayed on the expanded Folder hierarchy list and on the Folders/Workbooks list.
NOTE |
· Folders and subfolders can be deleted as long as they do not contain published workbooks. · The folders and subfolders on the Workbooks tab will also be available on the Extracts and Webhooks tabs.
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