In this article, you'll learn -
1. What are folders?
Folders are like "directories" of techpacks to help you keep them organized and share them with your team.
On Techpacker there are two types of folders:
- Personal Folder: This teal green colored folder is added in every user's account by default. I Techpacks in this folder are only visible to the account owner.
- Custom Folders: These are custom folders that can be added and named as per your preference like seasons, departments, manufacturer etc. You can share these folders with all or selective team-members in your organization.
2. How to add and rename folders
To add a folder:
Click on the + Add Folder button located on the top navigation bar on your My Organization page.
To rename a folder:
Step 1: Click on this option icon located on the bottom of the folder you wish to rename.
Step 2: From the drop-down menu select folder settings option
Step 3: Update folder name and description here.
3. How to clone, archive or delete folders
3a. To clone folder settings
Step 1: Click the option located at the bottom of the folder that you wish to clone.
Step 2: A settings menu will drop-down, select the clone folder settings option from there.
A new folder will be generated with the term [COPY] added at the beginning of its original name. The members of this new folder will remain the same. To remove the members follow step 4 below.
3b. To archive a folder
Step 1: Click the option located at the bottom of the folder you wish to archive.
Step 2: A settings menu will drop-down, select this archive folder option.
To view your archived folders, click on this icon located on the top-right corner of the screen and click on the show archived option.
3c. To delete a folder
Step 1: Click on this options icon located at the bottom of the folder you wish to delete.
Step 2: A settings menu will drop-down, select the delete folder option.
Step 3: If the folders you are deleting has techpacks in them, choose from these three options :
Return to owners -All the techpacks in the folder will be moved into the personal folder of the member who created that folder.
Assign to the director - All techpacks will be moved into the personal folder of the organization's admin.
Delete all techpacks - No one will have access and tech packs will be permanently deleted.
4. How to add or remove team members from folders
To add a team member:
Step 1: First make sure the people you're trying to add to a folder are already part of your organization. If not, you must add them to your organization first. Here is a guide on how to do that.
Step 2: Click on the Add member icon located on the bottom you wish to add that member to.
Step 3: Pick and select people from your member organization list on the left and click to add them on the right.
To remove a team member:
|NOTE: Only the Admin & Supervisors can perform this action.|
To remove someone from the folder, click on the icon located next to that member you want to remove as shown above.