Learning Objectives
- Can create folders in the portal.
- Can manage created folders.
Step 1. Create a Folder
- Select Resource Management > Folder/File Management.
- Double-click the location where you want to add a folder.
Selected item can be checked at the top of the search condition area.
- Click the New Folder button and set the name of the added folder.
- Click the Save button to save.
- Double-click the created folder to add subfolders.
- Click the New Folder button and set the name of the added folders.
- Click the Save button to save.
Step 2. Set Folder Permissions
Click Authority > New button, and select a Department/User/Group > Apply Read/Write/Create permissions, then click the Save button.
Note : Folder Permission Options
Please refer to the following for folder permission details.
Option Description Read Grants permission to read folders / reports only Write Grants permission to create/edit/delete reports, and to edit/delete folders Create Grants permission to create reports within the folder only Write + Create Grants permission to create/edit/delete reports, and to create/edit/delete folders within the folder Select the Save Confirmation option, and click the OK button.
Note : Folder Permission Synchronization Options
When applying folder permission, refer to the following for subfolder permission synchronization options.
Option Description Apply permissions only to the selected folders Permissions are applied only to the selected folders Reflect only changed(new/modified/deleted) permissions to subfolders/files (Partial Sync) Keeps existing permissions as is, and applies only new(N), updated(U), and deleted permissions to subfolders/files Delete existing permissions and sync with the new permissions for subfolders/files (Full Sync) Deletes all existing permissions on subfolders/files, and applies the new permissions entirely
Step 3. Sort Folders
- Double-click the folder sort order field to change the sort order.
