Frontline Portal - Sharing a Folder
Updated
by
Victor Jespersen
Share a folder
To share a folder beyond your group, you can follow these steps:
- Select Files.
- Select the icon with three dots on the folder you want to share.
- Select Share from the folder menu options.
Any user who is in the same group as the user who created the folder can share the folder. For instance, if John at HQ creates a folder, then Julie at HQ can also share this folder. - Choose who the folder should be shared with by selecting the recipients.
- Select the Confirm recipients button once the recipients have been chosen.
- Choose the Visibility option.
- Select the Set Audience button once the visibility option has been selected.
All users in the stores and groups that you select will have access to this folder and all files within.
Hint: You can adjust the selection at any point.
Create and share a Folder with particular people or roles
There may be occasions where a folder should only be accessible to a select group of individuals or roles (rather than entire groups or stores).
For example:
The Human Resources folder should only be available to store managers and not store associates.
I want to share the 'Project X' folder with John & Jane but not my other HQ colleagues.
Here's how to share folders in this way in the Frontline portal:
- Click on the + button and choose Folder.
- When you're asked for the name of your new folder, check the Make this private box.
You can't make the folder public once you've selected Make this private. Private folders and their contents are visible only to you and anyone you share them with. Files cannot be moved into it; they must be uploaded to the folder directly.
Hint: The eye icon on the folder is a quick visual to identify privately shared folders.
- Once you've created the new folder, click on the folder to select the people you'd like to have access to this folder.
Hint! you can use the Role and Location filters along with the Select All button to build your distribution list
Hint! Other people in your group won't have access to this folder automatically, you must explicitly share this folder with the people in your group who need access
