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  • Under Content Folders, select Add.
  • Enter “Getting Started with Yellowfin” as the Folder name.
  • Enter “Top level folder to store content created in the Getting Started with Yellowfin section” as the Description.
  • Select “Top Level” as the Folder Hierarchy. Click Submit.

    Now, add a sub folder to go under the “Getting Started with Yellowfin” folder.
  • Select Addagain.
  • Enter “Content” as the Folder name.
  • Enter “Sub folder to store Views, Reports, and Dashboards created in the Getting Started with Yellowfin section” as the Description.
  • Change the Folder Hierarchy from “Top Level” to “Getting Started with Yellowfin”.

  • Click on the User Access tab at the top of the pop-up.
    Here, you can designate a folder as either “Unsecure”, “Public”, or “Private”. If you make the folder “Private”, you can specify which users or user groups will be able to read, edit, or delete the content in that folder.

    Additional Learning:
    See more information on folder security.
  • Click on the Burger Bun . Open the Browse section and continue to the Browse All page.
    You should see the “Getting Started with Yellowfin” folder on the left side. Click on it to see the sub folder underneath.

    Note:
    You can also add, rename, and delete content folders from the Browse page, in addition to the Administration Console.
    Continue on to build a View to place in your newly created content folder.

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