How to add a Global Folder Tree?

This guide will walk you through the process of creating a Global Folder Tree, which allows you to create one or more folders under every employee's files.

What is a Global Folder Tree?

A Global Folder Tree is a tool that helps you create and manage a consistent folder structure across all employee files. It ensures uniformity and efficiency, especially when multiple folders need to be created across all employee profiles.

To create a global tree and set up its privacy settings, please follow the steps below: 

1. Navigate to the Employee Files Tab within the Files section 

2. Click on the Global Folder Tree button in the upper right corner

3. Create a New Global Folder by selecting + New Folder and naming the new global folder.

4. Set the Privacy by choosing either Everyone or the Custom Option, where you can decide on Privacy based on Security Roles 

5. Once you've created your first folder, it will be highlighted. To create a subfolder within this folder, repeat the same process (click + New Folder again).

Tip 1: If the folder is highlighted, any new folder you create will automatically be a subfolder of the highlighted folder.
Tip 2: If you chose to customize your privacy settings for the parent Folder, you will only be able to choose between the same Security Roles added prior.

6. If you do not want to create a subfolder and prefer to create another global folder, click on the Employee Folders option until it becomes highlighted and repeat the folder creation process to create another global folder, instead of a subfolder.