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On this page
  • Overview
  • Setting Up and Managing Vault Folders
  • Reordering and Saving Folder Settings
  • Saving Changes
  1. Modules
  2. Vault

Folders

PreviousAuditNextSettings

Last updated 10 months ago

Overview

The Employee Vault offers capabilities for managing folders, allowing admins to set up and customize the folder structure to suit organizational needs. Admins can create, rename, hide, delete, and reorder folders, ensuring that documents are organized and accessible.


Setting Up and Managing Vault Folders

Admins have full control over the folder structure within the vaults of all users.

Default Folder Structure

Admins can set up a default folder structure that will be applied to the vaults of all users. This ensures consistency and ease of access to important documents.

Folder Management

Admins possess the following abilities when managing current and newly created folders:

  • Create: Admins can create new folders to organize documents effectively.

  • Rename: Existing folders can be renamed to better reflect their contents or purposes.

  • Hide: Folders can be hidden from view, making them invisible to users without deleting their contents.

  • Delete: Deleting a folder will permanently remove it and all its contents from the vaults of all users in the domain.

  • Manage User and Admin Permissions: These settings control which vault admins and users can access this folder and manage files inside it.

At least one folder must remain active in the vault, whether visible to users or not.


Reordering and Saving Folder Settings

  • Reordering Folders: To reorder folders, click "Manage Folders" and simply drag and drop them into the desired order. This allows for a customized and logical arrangement of folders.

  • Hiding Folders: To hide a folder from everyone's vault, disable it by toggling its visibility setting. This is useful for temporarily restricting access to certain documents without deleting them.


Saving Changes

After making changes to the folder structure or settings, click Save to apply and save the configurations. This ensures that the updates are reflected across all user vaults.


By utilizing these folder management features, admins can maintain an organized, efficient, and user-friendly vault system, ensuring that all important documents are easily accessible while maintaining control over their visibility and structure.

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