Managed Folders allow an organization to centrally deploy channels and folders for projects and tasks with customized compliance policies.
There are two main roles:
- Global Folder Administrators (GFAs): These governance administrators specify the projects to be managed, apply compliance and retention polices, and segregate information. GFAs can create folders and channels, but there is a privacy layer and the GFA cannot see the contents of the channels. GFAs also designate the Managed Folder Administrators. GFAs are appointed by Company Admins.
- Managed Folder Administrators (MFAs): These are channel administrators who define communication channels within the projects and control who has access to pertinent information and files. MFAs have access to the content of the channels they create but cannot create new Managed Folders. MFAs are appointed by GFAs and other MFAs.
To enable the Managed Folders feature, please contact your account representative.
Adding Channels to a Managed Folder
Updating Existing Managed Folders
Disabling Existing Managed Folders
Adding Channels to a Managed Folder
Once appointed to a Managed Folder, MFAs can create and organize Channels within that Folder:
- Hover over the relevant Managed Folder, click on the ellipsis ••• button, and select Manage Folder.
- In the pop-up, enter a name for the Channel and then click the green plus + button.
- Repeat to add another Channel, if necessary.
- Click Save Changes.
To manage your Channels:
- Click on the relevant Managed Folder to display its contents.
- Hover over the Channel you would like to manage.
- Click on the ellipsis ••• button and select Manage Channel.
For more information on how to add members to your Channels, customize notifications preferences, and adjust privacy settings, click here.
Enabling a Managed Folder
Initially, Managed Folders are disabled, meaning that any created Channels will be inactive until the Folder is enabled by the MFA. When ready to enable the Folder:
- Hover over the relevant Managed Folder, click on the ellipsis ••• button, and select Manage Folder.
- Click the Enabled toggle at the top left of the pop-up screen to activate Channels and allow members of those Channels to begin collaborating.
- Click Save Changes.
Updating Existing Managed Folders
GFAs and MFAs can update the name, abbreviation, and MFAs of Managed Folder:
- Hover over the relevant Managed Folder, click on the ellipsis ••• button, and select Manage Folder.
- Click on the Details tab to edit the folder’s name and/or abbreviation and choose to add or remove MFAs.
- Click the green Save Changes button when finished.
Disabling Existing Managed Folders
If the Managed Folder and its Channels need to be deleted, an MFA must first disable the folder.
- Hover over the relevant Managed Folder, click on the ellipsis ••• button, and select Manage Folder.
- Toggle off Enabled at the top-left of the pop-up screen.
- Click the green Save Changes button.
