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 organization members.
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 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 copy, archive or delete folders
3a. To copy a folder
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, take your cursor to the Copy folder option, and select to copy the folder with or without the techpacks.
A new folder will be generated with the term [COPY] added at the beginning of its original name. The members and the techpack stages of this new folder will remain the same. To remove the members follow step 4 below and for the step by step guide to edit the existing techpack stages click here.
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 organization members from folders
To add a member to your organization:
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 member from your organization:
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.