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 All content is managed through a security and categorisation infrastructure which is managed through the Content Folders. Content is stored within a two tier folder structure of Folders and Sub Folders.

The security of your reports is managed at the folder and sub folder level, not at the individual item level. The purpose of this is to simplify the creation of reports in the system.

• Folders are used to hold and split Sub Folders into groups. They do not contain content directly.
• Sub Folders are located within a defined Folder and are used to store content with specified function and access permissions.

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When using Client Org functionality, you are able to secure content sub folders at the primary org by assigning access to user groups created at the client org level. This will allow administrators to restrict primary org content to specified users in each client org, rather than all primary content being available to all client org users. 

Edit Folder/Sub Folder

To make changes to a Folder or Sub Folder, simply locate it on the Admin Console page and click on its name.

Delete Folder/Sub Folder

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From here you will be required to confirm the deletion. If, however, the folder contains content you will be informed that this content must be moved or deleted before the folder can be.

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