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.
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.
- Once you've created the new folder, click on the folder to select the people you'd like to have access to this folder.
Reconnect subfolders
On the folders located in the Files tab, you can find an icon indicating if the subfolders no longer share their audience with the parent folder. The icon is displayed on the parent folder card and, when hovered over, reads Audience not shared to all subfolders.
If you need to reshare the audience of a parent folder to all subfolders to reconnect all folders that have been shared with custom audiences, bringing them back in line with the parent folder, you can simply click the Reconnect subfolders button.
You will be prompted to confirm your selection by clicking Confirm.
